Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Headlines Large-cap companies news … 2 LPP: Germany’s business restructuring mBank: Court grants ability to withdraw from interest payments for group of borrowers in a class-action suit Banks: Planet cash decides on introducing caps to cash withdrawals Small- and mid-cap companies news … 3 Medicalgorithmics: Sales in May; up 20% mom, down 21% yoy Inter Cars: Expected sales recovery in June; FY20 results subject to the bonuses IPF: Short-term outlook Pocztowy: AGM adjourned, selects supe...
Headlines Large-cap companies news Asseco Poland: (i) 4Q19 results released – no surprises (strong subs, weak parent), (ii) backlog (strong), (iii) dividend proposal (tad lower yoy) KGHM: Production and sale volumes for February CCC: Postponement of debt payment; suspension of factoring payment Tauron: Planned joint investments with PFR in renewables projects Telecommunications services: 5G tender on track Banks: Watchdog urges for more leeway in assessing the impact of the pandemic on re...
Headlines Large-cap companies news PKN Orlen: Drop in fuel prices to be anticipated given falling crude oil prices CD Projekt: Cyberpunk 2077 has been submitted to age rating agencies; PAP press release Santander BP: Watchdog allows for 50% payouts PKO BP: Watchdog allows for 50% payouts PKO BP: Insider buying mBank: Small dividend to be paid Banks: Coronavirus epidemy impact on banks Banks: Branch closures? Banks: Watchdog silent on its treatment of CHF agreements Cyfrowy Polsat: 4Q1...
Headlines Large-cap companies news PKN Orlen: Model margins for February revealed Lotos: Revamping of B3 field Lotos: Management outlook on investment projects LPP: Income tax PGE: FY19 financial report publication date postponed Pekao: Fixed rate mortgage loans to be introduced into offer mBank: Sale to be cancelled? ING BSK: Supervisory member resigns Banks: Raiffeisen to fight annulment of FX contract in court Utilities: New G-tariff motions submitted Small- and mid-cap companies ...
Headlines Large-cap companies news JSW: 4Q19 results preview – poor coal mix, low coal sales and low coal prices JSW: Changes in the supervisory board Orange PL: CEO on the Company’s outlook Asseco Poland: Czech minister of transportation dismissed on the back of contract awarded to Asseco CE mBank, Pekao, PKO BP: Bids by Pekao and Apollo filed to Commerbank mBank, Millennium: Moody’s to review ratings due to impact of FX mortgage litigation on profitability Banks: Early repayment on the...
Headlines Large-cap companies news Play: 4Q19 results’ forecast + what may be the impact of the upcoming release of management’s FY20 guidance? Dino: 4Q19 results’ forecasts – strong profits expected Azoty, PuÅ‚awy, Police: 4Q19 results preview – poor EBITDA on weak fertilizer volumes Lotos: Refining production slate for December revealed JSW: Operating figures for 4Q19 revealed Alior: Changes in the management board Alior: Management board member on strategy Banks: Delays in CHF mortga...
Headlines Large-cap companies news Orange PL: PLN 116 million deal with Poczta Polska signed PGNiG: Condition for purchase of Duva project from Pandion Energy fulfilled PGNiG: New management board elected PGNiG, JSW: Agreement for the utilization of methane in the Budryk mine PKO BP: Leasing arm strategy envisages market share gains Handlowy: MREL requirements from BFG Small- and mid-cap companies news Medicalgorithmics: The number of claims Budimex: Best offer for S5 expressway Polic...
Headlines Large-cap companies news Cyfrowy Polsat: New bond issue PKN Orlen: Seeking full compensation for crude oil delivery disruptions Pekao: Sub-debt included in Tier II capital Banks: Central bank board member on costs at banks Small- and mid-cap companies news Medicalgorithmics: The number of claims Decora: Insider buying/selling Mercator Medical: Changes in shareholder structure LSI Software: Insider buying DataWalk: A purchase order from North American system integrator to dep...
Headlines Large-cap companies news Lotos: Refining production slate for November revealed PKN Orlen: Outlook on windfarm investments CCC: Tax KGHM: No major acquisitions planned KGHM: Improvement in financial results in 2020? PGNiG: Contract with Duon Tauron: Janina mine disposal failed Tauron: Revenues from the capacity market revealed Pekao: Financing form EIB Banks: Approach to provisions for court litigation on FX mortgage borrowers Small- and mid-cap companies news Agora: Some ...
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