Asseco Poland


11/09/23 -"We have trimmed our EPS estimates for 2023E (PLN5.91 vs. PLN6.16 before) mainly due to the following reasons: 1. Stronger than expected negative impact of FX rates (especially PLN-USD, PLN-EUR and ..."

Pages
49
Language
English
Published on
11/09/23
You may also be interested by these reports :
12/07/24
Power shall not be shared, ever

04/07/24
Amadeus (Add, Spain) is an IT provider for airlines, airports and the hospitality sector. We like it as a well-managed specialist play even though ...

27/06/24
Sector news flow suggests an improving operating momentum for players such as ALSO and Bechtle in 2H24, while 2Q24 likely will be another challenging ...

20/06/24
Amadeus presented a positive outlook for its activities. In 2023-26, revenue growth should be driven by all the divisions. Air IT solutions, ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO