Asseco Poland


Positive 9M '25 on the back of surprisingly strong profitability in Poland

07/12/25 -"In 9M 25, Asseco Poland’s results were 6.3% above PAP consensus on the net income level. The backlog on a like-for-like basis is 12.9% above last year, compared to +10% after H1 25. We remain ..."

Pages
48
Language
English
Published on
07/12/25
You may also be interested by these reports :
07/12/25
In 9M 25, Asseco Poland’s results were 6.3% above PAP consensus on the net income level. The backlog on a like-for-like basis is 12.9% above last ...

02/12/25
Atos (BUY ; France), long regarded as the fallen angel of French tech, may finally be on a path to redemption. Since the financial restructuring ...

01/12/25
Taking into account the divestment of Allgeier’s IT-managed-services branch, we acknowledge the temporary mechanical impact on EPS. However, this ...

01/12/25
We maintain a positive view on Bechtle, although the upside potential is now more limited. Our €50 target price reflects this constructive stance, ...

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