reports
Unibep S.A.: 1 director
A director at Unibep S.A. sold 500,000 shares at 9.000PLN and the significance rating of the trade was 84/100. 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 clearly sho...
- Research Team
DM BOŚ: Daily research report – date 6.10.2020
Headlines Large-cap companies news … 2 PKN Orlen: Green bonds worth EUR 500 million to be issued Eurocash: UOKIK raise doubts over failure to duly account for services payments collected from suppliers Tauron: PLN 1 billion bond issue CD Projekt: Cyberpunk 2077 has gone gold Utilities: Strategy for heat sector in 1Q21 Utilities: Strategy for energy sector by the end of 2020 Banks: Financial Stability Committee afraid of credit crunch Banks: Takeover of Bank Nowy BFG in the cards? Small...
- Maciej Wewiórski
- Research Team
DM BOŚ: Daily research report – date 30.06.2020
Headlines Large-cap companies news … 2 PKN Orlen: 2Q20 results preview Azoty: No dividend from FY19 profits accepted by AGM Pekao: Departing CRO on outlook Pekao: Introduction of BGK subsidies to the offering Alior: Supervisory board reshuffles the management board Banks: ZBP on Pengab Banks: Pricing adjustment at banks Small- and mid-cap companies news … 6 11 bit studios: Analyst meeting takeaways; P8 may debut later than previously assumed KÄ™ty: Insider selling – CEO sold 2,720 KÄ™...
UNI UNIBEP S.A.
BDX BUDIMEX S.A.
KTY GRUPA KETY SA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GTN GETIN HOLDING
IDA IDEA BANK SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
11B 11 BIT STUDIOS S.A.
BNP BNP PARIBAS BANK POLSKA
ALR ALIOR BANK SA
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
UNT UNIMOT SA
- Research Team
DM BOŚ: Daily research report – date 16.06.2020
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...
- Research Team
DM BOŚ: Daily research report – date 9.06.2020
Headlines Large-cap companies news … 2 JSW, Bogdanka, Famur, PGG: Temporary closure of mines amid COVID-19 mBank: Bond repurchase results mBank: Shares granted in an incentive program mBank, Santander: Financing of the solar power plants PZU: Claims due to tornados in Kaniow Kruk: Insider selling Telecommunications services: Greater delay in 5G auction? Banks: Impact of interest rate cuts on NII Banks: Senate to work on a bill introducing credit vacations Banks: Instalment loans back ...
KRU KRUK S.A.
UNI UNIBEP S.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
NET NETIA HOLDINGS S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
CAR INTER CARS S.A.
DCR DECORA
FMF FAMUR SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
- 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...
- Sylwia Jaśkiewicz
DM BOŚ: Daily research report – date 3.04.2020
Headlines Large-cap companies news PKN Orlen: Model margins for March revealed JSW: Force majeure declared Ciech: Salt project in Germany update CCC: The Company’s management outlook Orange PL: Management on COVID-19 impact Dino: Shops openings in 1Q20 revealed PGE: Management outlook Tauron: Management outlook Pekao: Extended period for credit vacations PZU: Solvency report released ING BSK: AGM voted yesterday Banks: ZBP on further improvements in customers facilities Banks: Cost...
BNP BNP PARIBAS SA CLASS A
UNI UNIBEP S.A.
FTE FABRYKI MEBLI FORTE SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BSK ING BANK SLASKI S.A.
VRG VRG SA
TPS ORANGE POLSKA S.A.
PND POLNORD S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
CCC CCC SA
CIE CIECH S.A.
BAH BRITISH AUTOMOTIVE HOLDING
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
GNB GETIN NOBLE BANK SA
DCR DECORA
ECH ECHO INVESTMENT
TPE TAURON POLSKA ENERGIA S.A.
DNP DINO POLSKA S.A.
- Research Team
DM BOŚ: Daily research report – date 24.03.2020
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...
- Research Team
DM BOŚ: Daily research report – date 5.03.2020
Headlines Large-cap companies news Tauron: PLN 914 million impairments to be recognized in FY19 financial report PKN Orlen: Production of disinfectants possible? JSW: No agreement on salary increases Banks: Fixed rate mortgage loans sales on the rise CCC: FY19 results on Friday before the session Small- and mid-cap companies news AB: 2Q19/20 results released – profits ahead of the market expectations Arctic Paper: Management outlook Agora: January’20 paid circulation data revealed by Z...
AGO AGORA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
CCC CCC SA
CIE CIECH S.A.
DOM DOM DEVELOPMENT SA
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
ECH ECHO INVESTMENT
ABE AB SA
LSI LSI SOFTWARE SA
ATC ARCTIC PAPER SA
TPE TAURON POLSKA ENERGIA S.A.
VOT VOTUM S.A.
CLN CELON PHARMA SA
PLW PLAYWAY SA
- Research Team
DM BOŚ: Daily research report – date 28.02.2020
Headlines Large-cap companies news Pekao: Management on outlook KGHM: PLN 64 million of net impairment reversals to be booked in 4Q19 PKN Orlen, Energa: Focus on CCGT investments in Energa? PGNiG: New management board member PKO BP: Insider buying ING BSK: Supervisory board member steps down Banks: BFG contribution to resolution and deposit guarantee funds to grow at 15% yoy Small- and mid-cap companies news Asseco BS: (i) 4Q19 results released – strong (above the expectations), (ii) m...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
UNI UNIBEP S.A.
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
CMR COMARCH S.A.
KGH KGHM POLSKA MIEDZ S.A.
NET NETIA HOLDINGS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
ASB ASBISC ENTERPRISES
ABS ASSECO BUSINESS SOLUTIONS
TRK TRAKCJA POLSKA SA
ICD ENERGA SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
- Research Team
DM BOŚ: Daily research report – date 30.01.2020
Headlines Large-cap companies news PKN Orlen: 4Q19 results revealed; Poor results across all business segments, weaker than expected cash flow, poor outlook CCC: Strategy – some comments Santander BP: Management on outlook Banks: Head of the BFG on burdens and restructuring of FX mortgages Banks: Loan sales expectations from BIK Small- and mid-cap companies news Unibep: 4Q19 results forecast – strong showing ahead J.W. Construction: 4Q19 results forecast – strong showing ahead Ten Squa...
- Maciej Wewiórski
Unibep: 4Q19 results forecast – strong showing ahead
Event: 4Q19 results forecast – strong showing ahead. Unibep will release its 4Q19 financial results in March. We expect the Company to deliver very solid yoy profit margin improvement in the cubature and infrastructure segment. Moreover, high number of units handed over should help Unidevelopment to deliver strong showing.
- Research Team
DM BOŚ: Daily research report – date 16.01.2020
Headlines Large-cap companies news Santander BP: Provisions to weight on results KGHM: Impairment of asset reversals possible CD Projekt: Final Fantasy 7 (remake) delayed to April 10, 2020 Handlowy: Rights for acquiring phantom shares Banks: FX litigation – interpretations of cases vary widely Small- and mid-cap companies news AB: 2Q19/20 results forecast – profits recovery expected LiveChat: Number of ChatBot clients revealed LiveChat: 4Q19 US$-denominated revenues revealed Enel-Med:...
- Research Team
DM BOŚ, Research Report – Polish Equities Monthly: January 2020
Polish Equities Monthly: January 2020 Delivering the goods FY19 performance of our top potential out- and underperformers portfolio shows that acute stock selection accompanied by patience is capable of yielding satisfying rates of return also in periods when the broad stock market is not supportive, moving side-ways: last year our top potential out- and underperformers portfolio generated absolute positive rate of return (including intra-year month-on-month compounding effect, yet excluding t...
PKO PKO BANK POLSKI S.A.
UNI UNIBEP S.A.
SPL SANTANDER BANK POLSKA SA
CMR COMARCH S.A.
VRG VRG SA
SNK STOMIL SANOK S.A.
LPP LPP S.A.
NEU NEUCA SA
ASB ASBISC ENTERPRISES
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
CAR INTER CARS S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
ABE AB SA
LSI LSI SOFTWARE SA
ERB ERBUD SA
CIA CI GAMES SA
11B 11 BIT STUDIOS S.A.
MRC MERCATOR MEDICAL
PLY PLAY COMMUNICATIONS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
VVD VIVID GAMES SA
MHD MILLENNIUM
- Research Team
DM BOŚ: Daily research report – date 12.12.2019
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...
- 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
- Jakub Viscardi
- Łukasz Prokopiuk
- Maciej Wewiórski
- Michał Sobolewski
- Sobiesław Pająk
- Sylwia Jaśkiewicz
- Tomasz Rodak
- Wojciech Romanowski
DM BOŚ: Daily research report – date 21.11.2019
Headlines Large-cap companies news Asseco Poland: (i) 3Q19 results released – ahead of expectations (strong subs, weak parent), (ii) backlog KGHM: 3Q19 results revealed; Results slightly ahead of market consensus, weak operating cash flow, leverage continues to increase Alior: Management on outlook Alior: BFG subsidy for SKOK Jaworzno takeover PGE: 60 MW photovoltaic farm in BeÅ‚chatów Banks: Press on FX mortgage buffers Banks: Industry insiders on MREL CD Projekt: 3Q19 results forecast...
CDR CD PROJEKT S.A.
UNI UNIBEP S.A.
KGH KGHM POLSKA MIEDZ S.A.
GTN GETIN HOLDING
ZAP ZAKLADY AZOTOWE PULAWY S.A.
ASB ASBISC ENTERPRISES
LWB LUBELSKI WEGIEL BOGDANKA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
IDA IDEA BANK SA
FMF FAMUR SA
MCR MERCOR SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
ALR ALIOR BANK SA
- Jakub Viscardi
- Łukasz Prokopiuk
- Maciej Wewiórski
- Michał Sobolewski
- Sobiesław Pająk
- Sylwia Jaśkiewicz
- Tomasz Rodak
- Wojciech Romanowski
Polish Equities Monthly: November 2019 – 2020 equity strategy previe...
With the turn of the year closing near, one is tempted to figure out the next year’s outlook. How long the current synchronized slow-down in growth for the key countries/ regions may last? How persistent may be the recent dovish twist in main central banks’ policy bias? 30% of the world’s sovereign debt outstanding stock has negative yield – does it really matter? Are there any material risks to the stability of global financial system? What’s the priority of president Trump (apart from his re-e...
UNI UNIBEP S.A.
CMR COMARCH S.A.
VRG VRG SA
SNK STOMIL SANOK S.A.
KGH KGHM POLSKA MIEDZ S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
NEU NEUCA SA
ASB ASBISC ENTERPRISES
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
CAR INTER CARS S.A.
LTS GRUPA LOTOS S.A.
ABE AB SA
LSI LSI SOFTWARE SA
CIA CI GAMES SA
11B 11 BIT STUDIOS S.A.
VOX VOXEL SA
PLY PLAY COMMUNICATIONS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
TEN TEN SQUARE GAMES
UNT UNIMOT SA
F51 THE FARM 51 GROUP SA
VVD VIVID GAMES SA
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