@EVR_CEE East Value Research
East Value Research posts on X about poland, stocks, $snt, $nvg the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
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- [--] Year [-------] +153%
Mentions: [--] #
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- [--] Months [---] +53%
- [--] Year [---] +103%
Followers: [-----] #
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CreatorRank: [---------] #
Social Influence
Social category influence countries 66.36% currencies 50% finance 48.18% cryptocurrencies 18.18% stocks 3.64% technology brands 0.91%
Social topic influence poland 55.45%, stocks 40%, $snt 11.82%, $nvg 10.91%, germany 9.09%, market cap 8.18%, $rbw 6.36%, health care 5.45%, $lus1 5.45%, $vox 4.55%
Top accounts mentioned or mentioned by @adriankowollik @diagnostykalab @michalwisnie @deutscheboerse
Top assets mentioned Status (SNT) Northann Corp. (NCL) Compass Minerals International, Inc. (CMP) Brazil National Football Team Fan Token (BFT) Xinnie The Pooh (XTP) abrdn Income Credit Strategies Fund (ACP) Spirit Aerosystems Holdings, Inc. (SPR)
Top Social Posts
Top posts by engagements in the last [--] hours
"#Comp $CMP (Market cap PLN 1.2bn) #Poland #cybersecurity #IT"
X Link 2026-01-02T11:09Z [----] followers, [---] engagements
"#Pepco $PCO Our guess is that the ABBs - on Jan [--] the largest shareholder reduced his stake by 7% in the company - will continue and this will weight on the share price in the coming quarters"
X Link 2026-02-03T16:56Z [----] followers, [----] engagements
"#BenefitSystems $BFT (Market cap PLN 11.2bn) 👇#Poland #stocks"
X Link 2025-12-25T17:43Z [----] followers, [----] engagements
"#Voxel $VOX (Market cap EUR 321.3m): New PT of PLN [------] (22% upside) #Poland #heaothcare #diagnostics #stocks https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-voxel-do-1572-zl https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-voxel-do-1572-zl"
X Link 2026-01-07T07:11Z [----] followers, [---] engagements
"#WirtualnaPolska $WPL vs. German peer #Scout24: $WPL P/E 2026E-27E - 11.4x & 10.2x (EPS growth 22.3% & 11.6%) EV/EBITDA 2026E-27E - 5.2x & 5.1x #Scout24 P/E 2026E-27E - 21.8x & 18.9x (EPS growth 13.3% & 15.6%) EV/EBITDA 2026E-27E - 13.8x & 12.3x"
X Link 2026-01-12T14:41Z [----] followers, [---] engagements
"Poles mainly choose Southern Europe North Africa and UAE for winter holidays. Good news for #RainbowTours $RBW"
X Link 2026-01-19T07:20Z [----] followers, [----] engagements
"#Synektik $SNT The company has just announced that it had extended its contract with #IntuitiveSurgical until the end of [----]. In addition to PL CZ SK and the Baltics the contract now also covers #Ukraine (c. 35m inhabitants) Positive News https://biznes.pap.pl/wiadomosci/firmy/synektik-bedzie-oferowac-roboty-chirurgiczne-da-vinci-w-ukrainie https://biznes.pap.pl/wiadomosci/firmy/synektik-bedzie-oferowac-roboty-chirurgiczne-da-vinci-w-ukrainie"
X Link 2026-02-02T08:12Z [----] followers, [----] engagements
"After discussions with management we feel confident that our estimates for 2025E (revenues PLN 780k EBIT PLN -4.7m net income PLN -4m) and 2026E (revenues PLN 17.9m EBIT PLN 6.4m net income PLN 5.2m) are realistic. #NovavisGroup $NVG #renewables #photovoltaics #Poland"
X Link 2026-02-04T09:00Z [----] followers, [---] engagements
"#AssecoPoland $ACP wchodzi do #MSCIPoland Spka powinna w najbliszym czasie dobrze performowa #Poland #stocks #IT #software"
X Link 2026-02-11T05:47Z [----] followers, [---] engagements
"#Synektik $SNT Q1 2025/26 are slightly below consensus but show a 1.1% higher EBITDA margin y-o-y and 32% higher recurring revenues. The total volume of signed but not realised contracts and "open sales projects" as of 31/12/2025 equalled PLN 239m (+87% y-o-y). Positive"
X Link 2026-02-12T17:50Z [----] followers, [----] engagements
"#NovavisGroup #dividend proposal is slightly below our estimate (PLN [----] vs. our forecast of PLN 0.07) #Poland #renewables #stocks"
X Link 2024-05-24T10:28Z [----] followers, [---] engagements
"New #blog post: #Analysis of #BenefitSystems S.A. (Market cap EUR 2.1bn) #Poland #stocks $BFT https://eastvalueresearch.com/new-blog-post-analysis-of-benefit-systems-s-a-market-cap-eur-2-1bn/ https://eastvalueresearch.com/new-blog-post-analysis-of-benefit-systems-s-a-market-cap-eur-2-1bn/"
X Link 2024-05-26T16:07Z [----] followers, [----] engagements
"#NovavisGroup Q1/24 look disappointing on all levels incl. operating cash flow #Poland #stocks #renewables"
X Link 2024-05-28T06:00Z [----] followers, [---] engagements
"Update on #NovavisGroup $NVG #Poland #stocks #renewables with a PT of PLN [--] per share https://infostrefa.com/infostrefa/pl/wiadomosci/48630501east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-4-zl https://infostrefa.com/infostrefa/pl/wiadomosci/48630501east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-4-zl"
X Link 2024-05-31T05:26Z [----] followers, [---] engagements
"Update on #Warimpex $WXF #realestate #Austria #stocks or https://eastvalueresearch.com/research-2/ https://infostrefa.com/infostrefa/pl/wiadomosci/48682008east-value-research-obnizyl-cene-docelowa-akcji-warimpex-do-1-58-euro https://eastvalueresearch.com/research-2/ https://infostrefa.com/infostrefa/pl/wiadomosci/48682008east-value-research-obnizyl-cene-docelowa-akcji-warimpex-do-1-58-euro"
X Link 2024-06-06T05:13Z [----] followers, [---] engagements
"#InterbudLublin $ITB #Poland #realestate Initiating Coverage"
X Link 2024-06-11T05:35Z [----] followers, [--] engagements
"Jprdlpsychozana twoim miejscu poszedlbym sie leczyc"
X Link 2024-06-13T17:20Z [----] followers, [--] engagements
"Update on #Voxel S.A. $VOX #healthcare (Market cap EUR 223.2m) with a PT of PLN [------] is available here Based on our updated estimates P/E 2024E = 10.4x and PEG = [----] https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-06-21T06:39Z [----] followers, [---] engagements
"New blog post: #LPP S.A. (Market Cap: PLN 31.3bn/ EUR 7.3bn) largest clothing retailer in Central and Eastern Europe https://eastvalueresearch.com/lpp-s-a-market-cap-pln-31-3bn-eur-7-3bn-largest-clothing-retailer-in-central-and-eastern-europe/ https://eastvalueresearch.com/lpp-s-a-market-cap-pln-31-3bn-eur-7-3bn-largest-clothing-retailer-in-central-and-eastern-europe/"
X Link 2024-06-26T07:45Z [----] followers, [---] engagements
"#Text S.A. $TXT (Market cap EUR 507m) Update after 1o1 call with the IR #Poland #SaaS #stocks https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-07-10T10:13Z [----] followers, [---] engagements
"New blog post: #Comp S.A. $CMP - Market cap PLN 497m/EUR 116.4m & 3-months daily turnover EUR 167k #Poland #stocks #IT #Technology https://eastvalueresearch.com/comp-s-a-market-cap-pln-497m-eur-116-4m-polish-leader-in-its-segments-with-a-rapidly-growing-share-of-high-margin-recurring-revenues/ https://eastvalueresearch.com/comp-s-a-market-cap-pln-497m-eur-116-4m-polish-leader-in-its-segments-with-a-rapidly-growing-share-of-high-margin-recurring-revenues/"
X Link 2024-08-26T12:33Z [----] followers, [---] engagements
"#TOYA $TOA (Market cap EUR 124m) - The cheaper (and better) Einhell #Poland #stocks https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-09-10T14:00Z [----] followers, [---] engagements
"Investment Summary on a #dividend-paying #defense #security company from CEE (Market cap EUR 500m) https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-09-12T13:35Z [----] followers, [---] engagements
"Our update on the #Poland #stocks #diagnostics #daVinci #radiopharmaceuticals company #Synektik $SNT with a new 12-months PT of PLN [------] is available here https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-09-17T05:31Z [----] followers, [----] engagements
"#Vindexus $VIN H1/24 results are not that great at the first glance. But remember that H2 is often much better than H1 and management focuses on profitability and not so much the value of acquired debt portfolios"
X Link 2024-09-24T09:21Z [----] followers, [---] engagements
"#InterbudLublin $ITB H1/24 revenues PLN 1.4m (+40.5% y-o-y our full-year [----] estimate: PLN 1.06m) EBIT: PLN -1.9m H1/23: PLN -1.1m our full-year estimate: PLN -1.9m) Net income PLN -816k H1/23: PLN 1.1m our full-year [----] estimate: PLN -1.7m) #realestate #Poland"
X Link 2024-09-30T17:18Z [----] followers, [---] engagements
"#NovavisGroup $NVG #Poland leading #photovoltaics developer #renewables Update with a PT of PLN [--] & https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-novavis-group-sa-nvg-pw-pt-pln-4-rating-buy https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-novavis-group-sa-nvg-pw-pt-pln-4-rating-buy"
X Link 2024-10-02T06:33Z [----] followers, [---] engagements
"Update on #Raen $RAE #renewables #PVdeveloper #Poland #stocks & https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-wycene-akcji-raen-do-13-zl https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-wycene-akcji-raen-do-13-zl"
X Link 2024-10-15T05:43Z [----] followers, [---] engagements
"#Synektik $SNT Q4 2023/24 results are significantly above PAP cons. and our estimates: Revenues - PLN 141.8m vs. our estimate of PLN 98m EBIT - PLN 25.2m vs. PLN 19.2m net income - PLN 21m vs. PLN 15.6m #Poland #healthcare"
X Link 2024-11-14T07:36Z [----] followers, [----] engagements
"#Voxel $VOX Q3 results are 3.6%-6% below consensus on EBITDA EBIT and net income level"
X Link 2024-11-28T08:23Z [----] followers, [---] engagements
"#Warimpex $WXF Equity after 9M/24 = EUR 77.4m (accounting for the disposal of Russian assets). Current market cap: EUR 27.6m. P/BVPS (incl. the loss from the sale of Russian assets): [----] #Austria #realestate"
X Link 2024-11-29T07:16Z [----] followers, [---] engagements
"Since its withdrawal from Russia #Warimpex $WXF has been removed from the sanctions list of the #SwissStockExchange $SIX. This should bring the company on the radar of more international investors"
X Link 2024-12-02T16:55Z [----] followers, [---] engagements
"#NovavisGroup $NVG #Renewables #Photovoltaics #Poland #stocks Our update with a PT of PLN 3.10/share https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-31-zl https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-31-zl"
X Link 2024-12-09T06:47Z [----] followers, [---] engagements
"Update on #Noctiluca $NCL #deeptech #Poland #stocks with a PT of PLN [------] https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-0 https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-0"
X Link 2024-12-16T11:44Z [----] followers, [----] engagements
"Big news for #Noctiluca $NCL #deeptech #OLEDemitters #Poland #stocks: The company has just announced the signing of the first #JointDevelopmentAgreement #JDP with a subidiary of the No [--] producer of TVs worldwide and a leading display company from China https://biznes.pap.pl/wiadomosci/firmy/noctiluca-podpisala-umowe-jdp-z-chinskim-producentem-elektroniki https://biznes.pap.pl/wiadomosci/firmy/noctiluca-podpisala-umowe-jdp-z-chinskim-producentem-elektroniki"
X Link 2024-12-18T14:42Z [----] followers, [---] engagements
"JDP takes 12-18 months and is the last phase before a supplier contract with a partner. #Noctiluca's peer In [----] #Cynora was valued at c. USD 96m a year later after starting its JDP with LG Display . $NCL current market cap is PLN 144m/USD 35.5m"
X Link 2024-12-18T14:55Z [----] followers, [---] engagements
"Update on a #CEE-based company with a market cap EUR 100m with a ROCE 20% net income growth of 50% and PEG = [---] https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2024-12-21T08:31Z [----] followers, [---] engagements
"#Synektik $SNT announced #dividend of PLN 8.25/share implies a much higher DYield than market expectations (4.3% vs. c. 2%)"
X Link 2024-12-27T08:07Z [----] followers, [----] engagements
"#Synektik $SNT #Poland #healthcare can now also be traded in Frankfurt ps://www.onvista.de/aktien/SYNEKTIK-SA-Aktie-PLSNKTK00019"
X Link 2024-12-27T08:10Z [----] followers, [---] engagements
"Our estimate for the 2023/24 #DPS #dividend was PLN [----] #Synektik $SNT #healthcare #Poland #stocks"
X Link 2024-12-27T08:18Z [----] followers, [---] engagements
"Due to the positive surprise related to the #dividend payout the ATH of PLN [---] should be reached soon #Synektik $SNT"
X Link 2024-12-27T08:22Z [----] followers, [---] engagements
"#Synektik $SNT #Poland #stocks #healthcare still looks attractive. Sell-side consensus implies a P/E 2024/25E = 15.7x and a PEG ratio of just 0.62"
X Link 2024-12-27T14:29Z [----] followers, [----] engagements
"Update on #Voxel $VOX #healthcare #Poland #stocks with a new PT of PLN [------] https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-01-03T06:36Z [----] followers, [----] engagements
"#ELQ $ELQ Our estimates for Q4/24E & 2024E are presented below. We will also lower our forecasts for 2025E which seem no longer realistic. The speed of grid investments & connections of PV plants to the Polish energy network which is outdated is below our previous expectations"
X Link 2025-01-08T11:10Z [----] followers, [---] engagements
"#ELQ will likely release its Q4/24 report around February 13th"
X Link 2025-01-08T11:10Z [----] followers, [---] engagements
"Blog post #XTPL $XTP #nanoprinting #Poland #stocks #deeptech https://eastvalueresearch.com/xtpl-s-a-xtp-pw-market-cap-pln-311m-eur-72-8m-the-first-industrial-implementation-marks-a-very-important-milestone-in-the-companys-development/ https://eastvalueresearch.com/xtpl-s-a-xtp-pw-market-cap-pln-311m-eur-72-8m-the-first-industrial-implementation-marks-a-very-important-milestone-in-the-companys-development/"
X Link 2025-01-12T10:02Z [----] followers, [----] engagements
"#NovavisGroup #Renewables Yes [----] was a bad year for the sector in #Poland and for $NVG but in 2025E its results should bounce back nicely. The company's CEO bought [-----] shares in December"
X Link 2025-01-15T13:08Z [----] followers, [---] engagements
"#VIGOPhotonics #Poland #Technology Both prel. Q4/24 (PLN 24.1m vs. our forecast of PLN 22.8m) and [----] revenues (PLN 78.3m vs. PLN 77m) came in above our expectations. Backlog at the end of [----] (excl. orders from PGZ) equalled PLN 95.9m (Our 2025E revenue estimate: PLN 96.2m)"
X Link 2025-01-16T05:38Z [----] followers, [---] engagements
"#InvestmentCase: PKP Cargo S.A. #PKPCargo $PKP (Market cap EUR 149.2m) - Ripe for a strong recovery from H2/25E after a deep restructuring https://eastvalueresearch.com/investment-case-pkp-cargo-s-a-market-cap-pln-637m-eur-149-2m-ripe-for-a-strong-recovery-from-h2-25e-after-a-deep-restructuring/ https://eastvalueresearch.com/investment-case-pkp-cargo-s-a-market-cap-pln-637m-eur-149-2m-ripe-for-a-strong-recovery-from-h2-25e-after-a-deep-restructuring/"
X Link 2025-01-19T15:43Z [----] followers, [---] engagements
"#XTPL $XTP The company's prel. full-year [----] revenues (excl. grants) equal PLN 12.1m compared to our estimate of PLN 10.8m #Poland #nanoprinting #stocks Blog post #XTPL $XTP #nanoprinting #Poland #stocks #deeptech https://t.co/UEVl5uZZql Blog post #XTPL $XTP #nanoprinting #Poland #stocks #deeptech https://t.co/UEVl5uZZql"
X Link 2025-01-22T07:29Z [----] followers, [---] engagements
"#IPO #Analysis #Diagnostyka SA @DiagnostykaLab - A Polish leader in diagnostic services https://eastvalueresearch.com/ipo-analysis-diagnostyka-s-a-implied-market-cap-eur-831m-a-polish-leader-in-diagnostic-services/ https://eastvalueresearch.com/ipo-analysis-diagnostyka-s-a-implied-market-cap-eur-831m-a-polish-leader-in-diagnostic-services/"
X Link 2025-01-25T12:56Z [----] followers, [---] engagements
"Update & preview on #NovavisGroup $NVG a #Poland #renewables #photovoltaics developer & https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-27-zl https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-27-zl"
X Link 2025-03-07T06:28Z [----] followers, [---] engagements
"Like we had expected #NovavisGroup $NVG received conditions of grid connection in Q1/25 - it is a large PV project with capacity of [----] MW - which will likely result in strong/profitable Jan-Mar [----] results both on top and bottom line #renewables https://www.bankier.pl/wiadomosc/NOVAVIS-GROUP-SA-Uzyskanie-Warunkow-Przylaczenia-dla-instalacji-fotowoltaicznej-o-mocy-53-46-MW-8903821.html https://www.bankier.pl/wiadomosc/NOVAVIS-GROUP-SA-Uzyskanie-Warunkow-Przylaczenia-dla-instalacji-fotowoltaicznej-o-mocy-53-46-MW-8903821.html"
X Link 2025-03-08T05:49Z [----] followers, [---] engagements
"#Jetfuel -11.9% y-o-y in Europe vs. [----] average #CO2 price EUR [----] lower than 2024' peak PLNUSD #USDPLN -2.1% #EURPLN -2.4%: All factors benefitting #RainbowTours $RBW & #EnterAir $ENT #travel #airline #Poland"
X Link 2025-03-21T09:43Z [----] followers, [---] engagements
"#Synektik $SNT Based on my discussions with the CFO I believe that the company could sell up to [--] #daVinci robots in 2025/26 which is more than I had expected. Our PT equals PLN [------] vs. current market price of PLN [------]. The competition is even more bullish. #healthcare"
X Link 2025-03-24T08:27Z [----] followers, [----] engagements
"#Synektik $SNT is now also part of #WIG30 index which brings it on the radar of more international investors. Moreover the stock can also be traded in #Germany. #Poland #stocks #healthcare"
X Link 2025-03-24T08:27Z [----] followers, [----] engagements
"@michal_wisnie He has guided for [--] #daVinci robots. Our sales estimate for 2024/25 is based on the same sales figure #Synektik $SNT"
X Link 2025-03-25T18:09Z [----] followers, [---] engagements
"Analysis of a multi-billion EUR #CEE company with significant double-digit sales growth and profitability and attractive #dividend yield https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-04-28T10:20Z [----] followers, [---] engagements
"Update on #Poland #deeptech #stocks #Noctiluca $NCL with an unchanged FV of PLN [------] https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-1 https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-1"
X Link 2025-05-08T06:16Z [----] followers, [---] engagements
"#BenefitSystems $BFT #Poland #stocks #fitness (Market cap EUR 2.4bn) - Summary of a call with an international investor https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-05-09T13:41Z [----] followers, [---] engagements
"Statement #TUI CEO: "I am optimistic for the future. Our guests are not so quick to save on holidays even in times of crisis". He is very satisified with the performance of #TUIPoland #travel #RainbowTours $RBW #Poland"
X Link 2025-05-12T08:33Z [----] followers, [---] engagements
"#Germany [----] tour operators c. [----] travel agencies several thousand mobile travel sales agents. [--] percent of all German trips are abroad. (Source: DRV). Thus #Poland still has significant catch-up potential in this regard #travel #TUI #RainbowTours $RBW"
X Link 2025-05-12T12:13Z [----] followers, [---] engagements
"Much higher actual #dividend at #Oponeo $OPN than we had forecast: PLN 6.80/share vs. PLN [----]. #ECommerce #Poland #stocks"
X Link 2025-05-15T06:03Z [----] followers, [---] engagements
"#Romania is the No [--] most populous country in #CEE salaries are growing rapidly and it is c. [--] years behind Poland when it comes to its development #travel #RainbowTours $RBW"
X Link 2025-05-15T11:56Z [----] followers, [---] engagements
"#ELQ Q1/25 were weak but we expect a significant acceleration from Q3 at the latest. Transformer stations + connectors are needed for the modernisation of electricity networks which in #Poland are totally outdated. Moreover $ELQ could benefit from the rebuilding of #Ukraine1/2"
X Link 2025-05-15T13:56Z [----] followers, [---] engagements
"#ELQ business could be positively impacted by EUR 28bn/PLN 120bn from "energy transformation" from the EU Reconstruction and Resilience Fund which #Poland must spend by mid-2026. We will issue an update with new forecasts and PT soon. #Poland #stocks"
X Link 2025-05-15T13:56Z [----] followers, [---] engagements
"#Spyrosoft $SPR #IT #software #Poland (Market cap PLN 601m): Last year the company grew 70% on net income level. This year a significant double-digit growth seems likely. A risk is the very low free float"
X Link 2025-05-19T05:51Z [----] followers, [----] engagements
"#Comp $CMP one of our top pick for [----] has delivered superb Q1/25 results. While revenues increased by 10% y-o-y EBITDA and net income advanced by 14% and 36% respectively. #IT #Poland #software In our opinion the stock remains cheap"
X Link 2025-05-21T06:01Z [----] followers, [---] engagements
"#Comp $CMP is currently trading at an EV/EBITDA 2025E = 6.7x while cons. estimates an EBITDA growth of 15.6% y-o-y"
X Link 2025-05-21T06:12Z [----] followers, [---] engagements
"Further improving results at a double-digit rate + planned buybacks = recipe for a further strong share price performance #Comp $CMP #Cybersecurity #Poland #stocks"
X Link 2025-05-21T08:31Z [----] followers, [---] engagements
"Should a regulated #CombinedHeatPower #CHP company like #Kogeneracja (P/BVPS = 0.4x Trail. P/E after Q1/25 8x Exp. DYield 15%) $KGN really trade at such a discount to the P/BVPS of other much more complex utilities in the CEE region We believe it shouldn't"
X Link 2025-05-28T09:16Z [----] followers, [----] engagements
"#NovavisGroup $NVG Weak Q1/25. The Dependance on #Iberdrola and the weak #Poland #renewables market weights on the companys results. We will reduce our estimates"
X Link 2025-05-30T05:15Z [----] followers, [---] engagements
"#NovavisGroup $NVG #Poland #PV In Poland the capacity of newly-build #photovoltaics installations declined by 24% y-o-y (as of Q3/24( while e.g. in Germany and Romania it increased by 7% and 52% respectively"
X Link 2025-05-31T07:25Z [----] followers, [---] engagements
"#Dadelo $DAD recent share price performance adds c. PLN 10/share to our #Oponeo $OPN PT"
X Link 2025-06-05T11:40Z [----] followers, [---] engagements
"#Warimpex $WXF #Austria #CEE #realestate Update with a 12-months PT of EUR [----] https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-warimpex-do-112-euro https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-warimpex-do-112-euro"
X Link 2025-06-06T05:24Z [----] followers, [---] engagements
"Update on #NovavisGroup $NVG #Poland #stocks #renewables #PV with a PT of PLN 2.50/share & https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-25-zl https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-obnizyl-cene-docelowa-akcji-novavis-group-do-25-zl"
X Link 2025-06-09T04:47Z [----] followers, [---] engagements
""Privately held #RestoreRobotics received #FDA approval for a direct threat to da Vinci device earlier this year overcoming a slew of past legal and regulatory barriers. #DeutscheBank expects more approvals over the coming quarters and large hospital systems already seem. 1/2"
X Link 2025-06-11T05:31Z [----] followers, [---] engagements
"#Synektik $SNT H1 2024/25 results are not very spectacular. Highlights include a 64% y-o-y groeth of recurribg revenues abd a 4.4% higher EBITDA of the Medical equipment segment of 27.2%. #stocks #Poland #healthcare"
X Link 2025-06-11T16:40Z [----] followers, [----] engagements
"#Israel attack on #Iran (and #oil price up 5%) is bad news for #travel #touroperator companies such as #RainbowTours $RBW. Iran is the 9th largest oil producer worldwide. https://www.eia.gov/tools/faqs/faq.phpid=709&t=6 https://www.eia.gov/tools/faqs/faq.phpid=709&t=6"
X Link 2025-06-13T05:25Z [----] followers, [---] engagements
"#IATA #Jetfuel price -17.4% y-o-y. Positive for #traveloperators #RainbowTours $RBW"
X Link 2025-06-15T14:53Z [----] followers, [---] engagements
"Lang & Schwarz AG $LSU1 #LanguSchwarz #Germany #stocks (Market cap EUR [----] Mio.) - Initiating Coverage (in German) with a 12-months PT of EUR [-----] #stocks https://www.eqs-news.com/de/ https://www.eqs-news.com/de/"
X Link 2025-06-19T04:36Z [----] followers, [---] engagements
"Does the #Poland #energygrid - one of the most outdated in Europe - currently have the capacity for this GW of #renewableenergy Massive investments in #network modernisation are needed asap #NovavisGroup $NVG #Poland #renewables"
X Link 2025-06-21T05:17Z [----] followers, [---] engagements
"New PT of PLN [-----] (ADD rating maintained) for #Oponeo $OPN #Poland #ecommerce #stocks #caraccessories #bikes #tools https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-06-25T09:24Z [----] followers, [---] engagements
"Update on the already revenue-generating #Poland #deeptech company #Noctiluca $NCL which already has co-operation agreements with the largest players from the global #display industry & https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-2 https://eastvalueresearch.com/research-2/ https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-18908-2"
X Link 2025-07-04T06:11Z [----] followers, [---] engagements
"Our update on #Voxel $VOX with higher estimates and PT of PLN [------] but a lower rating (REDUCE compared to previously ADD) is available here #Poland #diagnostics #healthcare #stocks https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-07-07T04:19Z [----] followers, [---] engagements
"#Fese Federation of European Stock Exchanges: Trading turnover on @deutscheboerse in Jan-Jun 2025: +17.3% to EUR 606.5bn. Positive for #LangundSchwarz $LUS1"
X Link 2025-07-08T06:40Z [----] followers, [---] engagements
"Summary of our meeting with #XTB (Market cap EUR 2bn) CFO yesterday in Warsaw https://eastvalueresearch.com/research-2/ https://eastvalueresearch.com/research-2/"
X Link 2025-07-08T08:34Z [----] followers, [---] engagements
"#TradegateExchange #LanguSchwarz $LSU1 main peer in #Germany reported a record trading turnover in H1/25 of EUR 247.9m (the highest since 2010). Bodes well for Lang & Schwarz' results. #Germany #financialservices #stocks"
X Link 2025-07-10T15:18Z [----] followers, [---] engagements
"#Oponeo $OPN Call with international investors: They look at #Romania. #Rotopino is hit by the start of online sales of #LeroyMerlin & #Castorama in Poland where both have many shops and thus have a strong buying power"
X Link 2025-07-18T09:32Z [----] followers, [---] engagements
"#LanguSchwarz $LUS1 Pressure on trading income - trading volumes are likely significantly above last year - due to longer trading hours of peers e.g.GettexTradecenter and higher payments-for-orderflow for neobrokers. In the coming yearsstrong potential of #AI in the TradeCenter"
X Link 2025-07-18T10:25Z [----] followers, [---] engagements
"#LanguSchwarz We believe trading volume at $LUS1 was 150% higher y-o-y which despite intense competition (- lower spreads) and higher payments-for-orderflow should lead to strong H1/25 results (due on August 22). #Germany #stocks"
X Link 2025-07-18T18:33Z [----] followers, [---] engagements
"We believe that given the positive development of trading volume in H1/25 and also in the first weeks of Q3/25 we will soon increase our estimates for 2025E #LanguSchwarz $LUS1 #Germany #stocks"
X Link 2025-07-18T18:39Z [----] followers, [---] engagements
"#AAApodcast There are already 9.5m #ETF #savingsplans in #Germany and EUR 1.8tr of German private savings are invested in equity instruments (stocks ETFs funds). Positive for #LanguSchwarz $LSU1"
X Link 2025-07-19T07:48Z [----] followers, [---] engagements
"Average monthly #savings of #Germans equal EUR [---]. An increasing share thereof is invested in equity instruments #LanguSchwarz $LUS1"
X Link 2025-07-20T06:38Z [----] followers, [---] engagements
"Peer #BaaderBank increased its guidance for [----] from "an EBT slightly below 2024" to "an EBT significantly above the previous year". Positive read for #LanguSchwarz $LUS1"
X Link 2025-07-22T05:57Z [----] followers, [---] engagements
"Comparison of #Poland #Dadelo $DAD and #Germany #Bike24 #bike #ecommerce #stocks https://eastvalueresearch.com/analysis-dadelo-s-a-market-cap-eur-149-5m-vs-bike24-holding-ag-eur-128m-e-commerce-on-two-wheels-evaluating-europes-top-bicycle-distributors/ https://eastvalueresearch.com/analysis-dadelo-s-a-market-cap-eur-149-5m-vs-bike24-holding-ag-eur-128m-e-commerce-on-two-wheels-evaluating-europes-top-bicycle-distributors/"
X Link 2025-07-28T12:18Z [----] followers, [---] engagements
"Great news for #Poland #deeptech #Noctiluca $NCL today announced a letter-of-intent with a Tech-focused East Asian asset manager in the amount of USD 3-4m/PLN 11-14.6m (6.8-9.1% of the company's current market cap) https://www.pb.pl/noctiluca-podpisala-list-intencyjny-z-azjatyckim-inwestorem-1245923 https://www.pb.pl/noctiluca-podpisala-list-intencyjny-z-azjatyckim-inwestorem-1245923"
X Link 2025-07-29T16:01Z [----] followers, [---] engagements
"@AdrianKowollik"
X Link 2025-08-06T15:00Z [----] followers, [---] engagements
"Analysis: #Poland #Toya vs. #Germany #Einhell #tools #stocks https://eastvalueresearch.com/analysis-comparison-of-the-producers-and-distributors-of-e-tools-polish-toya-s-a-market-cap-eur-180-4m-and-german-einhell-ag-eur-369m/ https://eastvalueresearch.com/analysis-comparison-of-the-producers-and-distributors-of-e-tools-polish-toya-s-a-market-cap-eur-180-4m-and-german-einhell-ag-eur-369m/"
X Link 2025-08-07T17:38Z [----] followers, [----] engagements
"@AdrianKowollik #Dadelo #Poland #ECommerce #stocks Market cap EUR 135m"
X Link 2025-08-12T05:54Z [----] followers, [---] engagements
"@AdrianKowollik #Brainscan #DigitalHealth #Poland #stocks"
X Link 2025-08-12T07:05Z [----] followers, [---] engagements
"@AdrianKowollik #Develia #realestate #Poland #stocks Market cap EUR 880m"
X Link 2025-08-13T07:31Z [----] followers, [---] engagements
"@AdrianKowollik #Famicord = Former #PBKM S.A. which after the merger with German VITA34 is now only listed on the stock exchange in Frankfurt. #stemcellbank #stocks"
X Link 2025-08-21T07:38Z [----] followers, [---] engagements
"Update on #Austria #realestate company #Warimpex $WXF which is trading at a P/BVPS of 0.4x https://biznes.pap.pl/wiadomosci/firmy/east-value-research-podwyzszyl-cene-docelowa-akcji-warimpex-do-113-euro https://biznes.pap.pl/wiadomosci/firmy/east-value-research-podwyzszyl-cene-docelowa-akcji-warimpex-do-113-euro"
X Link 2025-09-03T05:07Z [----] followers, [---] engagements
"#NovavisGroup $NVG Today's "news" regarding the investor for the Manowo-Wyszeborz PV project shows how difficult the market in Poland is currently. There will likely be no (or very little) revenues in H2/25. Revenues in [----] are highly uncertain"
X Link 2025-10-01T15:00Z [----] followers, [---] engagements
"#Noctiluca $NCL Update #Poland #stocks #deeptech https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-15287 https://biznes.pap.pl/wiadomosci/firmy/east-value-research-noctiluca-sa-ncl-pw-fv-pln-15287"
X Link 2025-10-03T07:09Z [----] followers, [---] engagements
"Please note that #Noctiluca $NCL shares - like many other Polish stocks - can also be traded in Frankfurthttps://www.onvista.de/aktien/NOCTILUCA-S-A-Aktie-PLNCTLC00018"
X Link 2025-10-03T07:09Z [----] followers, [---] engagements
"#Poland private deposits grew from PLN 88bn in [----] to PLN 713bn in April [----]. 1/2"
X Link 2017-06-14T11:32Z [----] followers, [--] engagements
"Polish real estate company #CPD CPD S.A. released its full-year [----] results yesterday: Revenues - PLN 19.9m (our estimate: PLN 20.3m) EBIT - PLN 24.8m (PLN 15.9m) Net income - PLN 2.2m (PLN 2.2m)Cash - 143.3m (PLN 126.5m)Equity - PLN 471.7m (PLN 471.7m) impl. P/BVPS = 0.6x"
X Link 2018-04-21T18:27Z [----] followers, [--] engagements
"#BRASTER has a cash burn of PLN 2m per month plus PLN 10m of bonds which are due in May [----]. 3/3"
X Link 2018-04-25T09:19Z [----] followers, [--] engagements
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