A director at Mercator Medical S.A. bought 10,720 shares at 50.150PLN and the significance rating of the trade was 62/100. 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...
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....
Conferences calendar … 2 Large-cap companies news … 3Orange PL: 3Q20 results’ showing – EBITDAaL slightly ahead ofexpectations, much weaker yoy organic FCF due to lack ofproceeds from real-estate disposal; very strong net adds in Fibreand post-paid mobileOrange PL: FY2020 guidance confirmed, strategy update in 2Q21PKN Orlen: 3Q20 results revealed; Stronger adjusted EBITDAafter considering the crude oil rotation effects, superb retail andenergy segment performance, Good cash flowPGNiG: Prelimina...
Conferences calendar … 2 Large-cap companies news … 3ING BSK: 3Q20E results’ preview – a relief from lower impairmentchargesPKO BP: 3Q20E results’ preview – embattled on several frontsPGNiG: Gas purchase contract with OrstedPGNiG: CEO resigns from his postAlior: Current COVID19 related provisions seen as adequateBanks: Press on the resilience of the banking sectorBanks: Price increasingly the criterion among banks’ customersBanks: Completion from Revolut intensifies Small- and mid-cap companie...
Conferences calendar … 2 Large-cap companies news … 3JSW: Operating figures for 3Q20 revealedPGNiG: Interest in Ukrainian upstream asset privatisationPKO BP: Alternative investments showing rising popularitymBank: Winding down of mFinance FrancemBank: Change of the headquartersCyfrowy Polsat: Stock goes ex-dividend – 12M EFV adjustedaccordinglyBanks: 40% growth in internet banking users Small- and mid-cap companies news … 5Mercator Medical: 3Q20 preliminary results revealed – verystrong, but c...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKO BP: Departue from black energy financing ING BSK: No clearance for Joanna Erdman Kruk: Details of first tranche in a bond issue program Banks: ZBP on scenarios for the sector Banks: BIK on mortgage data in August Banks: Financial intermediaries sales data for 2Q20 Banks: Press on green energy polices at banks Telecommunications services: Possible reimbursement for banning Huawei as 5G network equipment supplier? Utili...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGE: 2Q20 results’ forecast PGE: Impairment tests on the horizon Tauron: 2Q20 results’ forecast – reported earnings driven by release of provisioning for jubilee benefits LPP: Sales in May/ June PKN Orlen, Lotos, PGNiG: Equity issue and share swap scenario preferred PKN Orlen: Baa2 rating with positive perspective PGNiG: CEO on merger with PKN PGNiG: Stock goes ex-dividend; 12M EFV adjusted accordingly Orange PL: 50% stak...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Update on CCGT investments PKO BP:Term deposits for corporate clients no longer offered Alior: PKN CEO on restructuring at Ruch Banks: FX mortgage litigation to take few years before uniform cases law is established Banks: Settlement of annulled FX mortgage contract increasingly important Banks: Court denies bank’s claims against FX mortgage borrowers Banks: Restructuring at Pesa yields first results Banks: Number o...
Headlines Conferences calendar … 2 Large-cap companies news … 3 KGHM: AGM accepts no dividend payment from FY19 profits ING BSK: Wider audience for accounting portal Banks: The senate tightens credit vacation proposals Banks: Press on deterioration of profitability in the sector Banks: Press on efforts to work out common approach to provisions Banks: Online conference on impact of coronavirus on banks Asset managers: PPK rollout in phase 2 to come in more demanding environment Small- a...
Headlines Conferences calendar … 2 Large-cap companies news … 3 CD Projekt: Cyberpunk 2077 debut delayed by nine weeks to November 19 PKN Orlen, Lotos: Orlen will say no to another extension of deadline for reviewing Lotos merger by EC Alior: Court annuls PFSA penalty in W Investment cases Banks: MPC discussion of impact of low IRs on the banking system Banks: PM on the banking levy Banks: Mortgage support fund still unpopular Banks: BIK data on mortgage sales – similar yoy declines in ...
Headlines Conferences calendar … 2 Large-cap companies news … 3 Tauron: CEO on the Company’s outlook Orange PL: Supervisory board members nominated PGE: PLN 11 million grant received by subsidiaries ING BSK: Termination of agreement with the auditor Insurers: Reinsurance of policy risk in trade finance Banks: Stability report released yesterday Banks: BIK data point to recovery in consumer loans and further decline in mortgages in May Banks: Takeovers in the cooperative banks space Ba...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Compensation from Gazprom to arrive on July 1 LPP, CCC, VRG: PFR support Pekao: Supervisory board to select new CRO and head of audit today? Banks: Macro-prudential board on COVID19 related risks Banks: ZBP on banks’ problems Banks: Head of PFR on the banking sector consolidation Banks: Unification of approach to credit risk Funds flows: IZFiA data on mutual funds sales Small- and mid-cap companies news … 6 Eurote...
Polish Equities Monthly: July 2020 Worlds apart Nasdaq Composite at its all-time high (and +11.7% ytd) and S&P500 a tad in the positive territory from the ytd RoR perspective – that was the world of the stock market just a few days ago. It hardly reconciled not only with realistic, in our view, scenarios for the economic recovery (discussed in our previous Monthly research report, 6/2020/MR(59), dated May 19), but also with the mathematics of changes in the U.S. earnings expectations (the abru...
Headlines Large-cap companies news … 2 PGNiG: PLN 4 billion to be spent on OZE projects? JSW: COVID-19 – an update mBank: Insider obtaining shares in an incentive program Banks: Head of Supreme Court on a need to standardize court ruling in FX mortgage litigation Banks: Watchdog establishes a team dealing with cybersecurity threats in the financial system Banks: Review of current deposits rates Banks: ZBP calls for amendments to a credit vacations project Insurers: Head of insurers cham...
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