Since roughly two years, we have seen significant growth of interest among Western investors for Eastern European equity markets and for the Polish one in particular. The reasons have been significant lower valuations than on Western stock exchanges, especially NASDAQ, where stock prices have been fuelled by the expansive monetary policy of central banks, and […]
Business description Pepco is a multi-national retail chain, which is indirectly owned by the South African company Steinhoff and which is currently in the process of conducting an IPO on the Warsaw Stock Exchange. The original offering comprised 102.7m shares (17.9% of the total) of Pepco’s management (1.2% of the offering) and Pepco Holdco (98.8%), […]
Business description Mo-Bruk (Market cap PLN 1.36bn / EUR 302.2m) is the market leader of the Polish waste management sector, which is highly promising as Poland is still far behind other EU countries when it comes to waste processing (e.g. 42% of Polish waste is dumped on waste landfills vs. 1% in Germany) and has […]
Private savings at record level after decline in Q1/20 According to most recent information on savings of Polish private households, the respective volume reached PLN 1.65tr at the end of June 2020, which is twice as much as 10 years ago. This corresponds to an increase of almost PLN 100bn compared to Q1/20, when they […]
Biomed-Lublin S.A. (Market cap PLN 1.16bn/EUR 253.4m) is a company with traditions: Its origins date back to 1944. With two production facilities in the city of Lublin (eastern part of Poland), it mainly produces drugs and serums/vaccines e.g. 1. BCG 10 – a vaccine against tuberculosis 2. Onko BCG – a drug used in the […]
The worldwide active producer of one-time medical gloves and distributor of medical supplies Mercator Medical S.A. (Market cap PLN 5.5bn/EUR 1.2bn) and the broker X-Trade Brokers S.A. (Market cap PLN 1.9bn/EUR 424.8m) have been two of the best-performing stocks so far in 2020 in Poland, with a YTD performance of 5154.1% and 324% respectively. Mercator […]
