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Łukasz Prokopiuk
  • Łukasz Prokopiuk

Polish retail fuel prices: A weekly update on Polish retail fuel price...

Polish retail fuel prices: A weekly update on Polish retail fuel prices

Łukasz Prokopiuk
  • Łukasz Prokopiuk

European refining: An weekly update on refining margins in the Europea...

European refining: An weekly update on refining margins in the European region

Łukasz Prokopiuk
  • Łukasz Prokopiuk

US refining: An update on weekly EIA information

US refining: An update on weekly EIA information

Michał Sobolewski
  • Michał Sobolewski

mBank: 3Q20 results’ review – in line with consensus expectations

mBank: 3Q20 results’ review – in line with consensus expectations

Łukasz Prokopiuk
  • Łukasz Prokopiuk

PKN Orlen: 3Q20 results revealed; Stronger adjusted EBITDA after consi...

PKN Orlen: 3Q20 results revealed; Stronger adjusted EBITDA after considering the crude oil rotation effects, superb retail and energy segment performance, Good cash flow

Sylwia Jaśkiewicz
  • Sylwia Jaśkiewicz

CCC: The Company’s management outlook: a new investor at eobuwie.pl in...

CCC: The Company’s management outlook: a new investor at eobuwie.pl in 1Q21, October’s sales up, drop of ecommerce profitability due to development of start-ups

Sylwia Jaśkiewicz
  • Sylwia Jaśkiewicz

LPP: The Company’s management outlook: rents renegotiated, omnichannel...

LPP: The Company’s management outlook: rents renegotiated, omnichannel growth, deliveries from shops

Jakub Viscardi
  • Jakub Viscardi

Orange PL: 3Q20 results’ showing – EBITDAaL slightly ahead of expectat...

Orange PL: 3Q20 results’ showing – EBITDAaL slightly ahead of expectations, much weaker yoy organic FCF due to lack of proceeds from real-estate disposal; very strong net adds in Fibre and post-paid mobile

Jakub Viscardi
  • Jakub Viscardi
Łukasz Prokopiuk
  • Łukasz Prokopiuk

PGNiG: Preliminary 3Q20 figures revealed, Very close to our estimates

PGNiG: Preliminary 3Q20 figures revealed, Very close to our estimates

Sobiesław Pająk
  • Sobiesław Pająk

Asseco SEE: 3Q20 results released – good (despite only flat yoy sales,...

Asseco SEE: 3Q20 results released – good (despite only flat yoy sales, profits slightly top the expectations + spectacular OCF)

Research Team
  • Research Team

DM BOŚ: Daily research report – date 29.10.2020

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...

Maciej Wewiórski
  • Maciej Wewiórski
Research Team
  • Research Team

DM BOŚ: Daily research report – date 28.10.2020

Conferences calendar … 2 Large-cap companies news … 3Asseco Poland, Comarch: 2 offers in KSI maintenance tender atZUS, a price war?CCC: 3Q20 financials in line with preliminary figures; drop ofprofitability at e-commerce, decent sales in OctoberSantander BP: Management on outlookMillennium: Management on outlookPlay: The European Commission grants consent to Iliad’s takeoverof PlayCD Projekt: Cyberpunk 2077 debut delayed by three weeks toDecember 10KGHM: Loan payment deadline extended by 1 year...

Sylwia Jaśkiewicz
  • Sylwia Jaśkiewicz

CCC: 3Q20 financials in line with preliminary figures; drop of profita...

CCC: 3Q20 financials in line with preliminary figures; drop of profitability at e-commerce, decent sales in October

Tomasz Rodak
  • Tomasz Rodak

CD Projekt: Cyberpunk 2077 debut delayed by three weeks to December 10

CD Projekt: Cyberpunk 2077 debut delayed by three weeks to December 10

Sylwia Jaśkiewicz
  • Sylwia Jaśkiewicz
Maciej Wewiórski
  • Maciej Wewiórski
Michał Sobolewski
  • Michał Sobolewski

Millennium: 3Q20 results’ review – meeting consensus expectations

Millennium: 3Q20 results’ review – meeting consensus expectations

Michał Sobolewski
  • Michał Sobolewski

Santander BP : 3Q20 results’ review – ahead expectations as non-intere...

Santander BP : 3Q20 results’ review – ahead expectations as non-interest income grows strongly

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