reports
PCC Rokita S.A.: 1 director
A director at PCC Rokita S.A. bought 9,814 shares at 71.756PLN and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
- Łukasz Prokopiuk
- Research Team
DM BOŚ: Daily research report – date 5.10.2020
Headlines Large-cap companies news … 2 PKN Orlen: Model margins for September revealed Dino: Shops openings in 3Q20 revealed Pekao: Settlement of phantom shares Banks: Financial ombudsman appeal regarding mandatory insurance of low down-payment Banks: Statistics for FX housing loans court cases for September Banks: Press on current situation in court litigation on FX cases Banks: Press on money laundering in domestic banks Small- and mid-cap companies news … 4 Dom Development: 3Q20 pre...
- Łukasz Prokopiuk
- Łukasz Prokopiuk
- Research Team
DM BOŚ: Daily research report – date 6.04.2020
Headlines Large-cap companies news PKO BP: CEO on outlook Eurocash: Azvalor below 5% threshold Eurocash: 2,000 of new employees needed Banks: Cards payment data show extent of decline in consumer outlays Banks: Credit vacations models. Asset management: Outflows to moderate in the near-term Small- and mid-cap companies news Ten Square Games: 1Q20 preliminary bookings revealed; 1Q20 results forecast Famur: Management on impact of COVID-19 Unibep: Takeaways from the FY19 results video c...
- Research Team
DM BOŚ: Daily research report – date 20.03.2020
Headlines Large-cap companies news JSW: 4Q19 results revealed; Results in line with expectations Tauron: 4Q19 preliminary figures released – EBITDA slightly above the expectations, EBIT and bottom line driven by write-off CCC: The Company’s management outlook LPP: The Company’s management outlook LPP: Insider buying PGNiG: 3.5% increase in distribution tariffs approved by URE Orange PL: Changes in the management team Cyfrowy Polsat: Insider buying Cyfrowy Polsat: Insider buying Pekao:...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
FTE FABRYKI MEBLI FORTE SA
TPS ORANGE POLSKA S.A.
GTN GETIN HOLDING
LPP LPP S.A.
CCC CCC SA
GTC GLOBE TRADE CENTRE S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
IDA IDEA BANK SA
LSI LSI SOFTWARE SA
ETL EUROTEL SA
CPS CYFROWY POLSAT SA
TPE TAURON POLSKA ENERGIA S.A.
PCR PCC ROKITA SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
TOW TOWER INVESTMENTS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
- Łukasz Prokopiuk
- Research Team
DM BOŚ: Daily research report – date 13.03.2020
Headlines Large-cap companies news Dino: 4Q19 results released – profit lines in line with the expectations, strong OCF, yoy gross profit margin dilution Eurocash: 4Q19 results released – EBITDA excl. IFRS 16 slightly ahead of expectations, weaker yoy OCF Cyfrowy Polsat: Management outlook Lotos: Coker unit fully utilized currently? Lotos: Capex guidance PKN Orlen: Production of disinfection fluids PKO BP: Bank on individual recommendation for 50% profit retention PZU: Change at CEO and...
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
MIL BANK MILLENNIUM SA
AGO AGORA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
CPS CYFROWY POLSAT SA
GPW WARSAW STOCK EXCHANGE
BNP BNP PARIBAS BANK POLSKA
BLO BLOOBER TEAM SA
PCR PCC ROKITA SA
MRC MERCATOR MEDICAL
VOT VOTUM S.A.
DNP DINO POLSKA S.A.
- Research Team
DM BOŚ: Daily research report – date 11.03.2020
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...
RON RONSON EUROPE
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
CIE CIECH S.A.
DOM DOM DEVELOPMENT SA
CPS CYFROWY POLSAT SA
MDG MEDICALGORITHMICS SA
DAT DATAWALK SA
PCR PCC ROKITA SA
VOT VOTUM S.A.
CLN CELON PHARMA SA
- Research Team
DM BOŚ: Daily research report – date 23.01.2020
Headlines Large-cap companies news PGE: 4Q19 results’ forecast Millennium: 4Q19 results’ forecast – a CHF litigation charges crush results mBank: 4Q19 results’ forecast – a slump due to surge in provisions Eurocash: 4Q19 results’ forecast Cyfrowy Polsat: UOKiK’s fine Banks: Mortgage sales boom Small- and mid-cap companies news PCC Rokita: 4Q19 results forecast Budimex: 4Q19 results forecast – higher qoq profit margin on general construction expected Forte: 4Q19 results’ preview BSC D...
- Research Team
Polish Equities Monthly: December 2019; 2020 equity strategy: At a cri...
Polish Equities Monthly: December 2019 2020 equity strategy At a critical junction The US equity market is, in our view, at a crossroads at the moment. Whereas some of the economic leading indicators (UST curve, industrial production, ISM manufacturing PMI, US corporate profit margins), historically doing decent job in signaling stock market peaks, explicitly imply risk of looming change in the cyclical trend in US equities, the other key ones (ISM non-manufacturing PMI, trend in initial jobl...
PEO BANK POLSKA KASA OPIEKI SA
RON RONSON EUROPE
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
UNI UNIBEP S.A.
FTE FABRYKI MEBLI FORTE SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
CMR COMARCH S.A.
RFK FABRYKA KOTLOW RAFAKO S.A.
VRG VRG SA
SNK STOMIL SANOK S.A.
KTY GRUPA KETY SA
KGH KGHM POLSKA MIEDZ S.A.
TPS ORANGE POLSKA S.A.
PND POLNORD S.A.
AGO AGORA S.A.
NET NETIA HOLDINGS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
ZAP ZAKLADY AZOTOWE PULAWY S.A.
NEU NEUCA SA
CCC CCC SA
CIE CIECH S.A.
LEN LENA LIGHTING
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
JWC JW CONSTRUCTION HOLDING SA
ASB ASBISC ENTERPRISES
ABS ASSECO BUSINESS SOLUTIONS
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
LVC LIVECHAT SOFTWARE SA
CAR INTER CARS S.A.
CMP COMP SAFE SUPPORT S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
DCR DECORA
PCE ZAKLADY CHEMICZNE POLICE
OEX OEX SA
ECH ECHO INVESTMENT
FMF FAMUR SA
ABE AB SA
LSI LSI SOFTWARE SA
ETL EUROTEL SA
ERB ERBUD SA
MCR MERCOR SA
CIA CI GAMES SA
TRK TRAKCJA POLSKA SA
CPS CYFROWY POLSAT SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
ATC ARCTIC PAPER SA
FRO FERRO S.A.
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
VOX VOXEL SA
MDG MEDICALGORITHMICS SA
ALR ALIOR BANK SA
PCR PCC ROKITA SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
PLY PLAY COMMUNICATIONS SA
TOW TOWER INVESTMENTS SA
CLN CELON PHARMA SA
DNP DINO POLSKA S.A.
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
TOA TOYA SA
TEN TEN SQUARE GAMES
UNT UNIMOT SA
ENE CENTRUM MEDYCZNE ENEL-MED SA
MVP MARVIPOL DEVELOPMENT SA
- Łukasz Prokopiuk
PCC Rokita – 3Q19E results’ preview
The YTD performance of alkali product prices has been much weaker than we expected at the beginning of the year. While we assumed a softening of caustic soda prices to around US$ 600 per tonne by the end of the year (from the average of US$ 675 per tonne in 2018), current benchmarks for 3Q19 have dropped to only US$ 525 per tonne and given poor GDP outlook in Europe and the extension of tariff war between China and the US, we have no reasons to become optimistic. We attribute this year’s weak p...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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