#Researchhouse that focuses on #Europe.Our #equityresearch is available on various platforms and as podcast.Subscription for EUR 150/year-EUR 80/6-months!
Berlin & Warsaw
Joined April 2015
- Tweets3.9K
- Following1.3K
- Followers2.5K
- Likes388
#cyberfolks vs. #Vercom #CBF #VRC Both look promising, but CBF a little more currently...#Poland #stocks #software #ecommerce
East Value Research retweeted
Udział #Allegro w zakupach użytkowników korzystających także z chińskich platform wzrósł z 48 proc. w maju do 88 proc. w sierpniu 2026 r. W tym samym czasie udział #Temu spadł z 36 proc. do zaledwie 6 proc. Takie wnioski płyną z raportu „Kupione”, opartego na analizie niemal 199 tys. rzeczywistych zamówień internetowych.
W maju #Allegro odpowiadało za 48 proc. zamówień użytkowników korzystających również z chińskich platform zakupowych. W czerwcu udział ten wzrósł do 68 proc., w lipcu do 89 proc., a w sierpniu wyniósł 88 proc.
Autorzy raportu zwracają uwagę, że zmiany zbiegły się z wprowadzeniem nowych zasad celnych dotyczących niewielkich przesyłek spoza UE.
Więcej 👇
strefabiznesu.pl/chinscy-gig…
#XTPL $XTP Est. Consolidated revenues in Q3/26 PLN 2.7m vs. PLN 5.1m last year. After 9M/26 revenues from product sales: PLN 4.2m vs PLN 10.3m. This is how a sustainable business DOES NOT look like #Poland #stocks #nanoprinting
#Medicalgorithmics $MDG LOI with a US-based Nasdaq-listed company related to a 100% takeover of MDG. Minimum value of the transaction (USD 67m) corresponds to Medicalgorithmics‘ current market cap. #Poland #healthcare #software #stocks
#InterCars $CAR & #AutoPartner $APR: n-tv.de/mediathek/videos/wir… Over the last 10 years, prices of car parts have increased by 80% on average. Since 2020, the price increase has been massive. One of the reasons is "design protection", which protects manufacturers from counterfeints
#Oponeo $OPN #Poland #stocks #ecommerce Summary of a recent call with management and an international investor eastvalueresearch.com/resear…
#Voxel $VOX #diagnostics #healthcare #Poland #stocks Summary of our meeting with the CFO yesterday eastvalueresearch.com/resear…
#VIGOPhotonics $VGO #infrared #detectors #Poland #stocks Cons. revenues after 9M/26: PLN 88.5m (+35% y-o-y;our full-year forecast: PLN 130.2m). Thereof, detectors/modules PLN 81.2m (+35%;PLN 114.6m) and semicon materials PLN 7.3m (+30%;PLN 15.5m). Backlog is up +70% y-o-y.
Virtual roundtable with #Poland #diagnostics #healthcare leader #Diagnostyka $DIAG (Market cap EUR 1.2bn). Here is the registration link: appairtime.com/event/4f69b09…
#TUI #travel #RainbowTours $RBW In fiscal Q3 revenues declined by 6% and EBIT by 27% yoy. Reasons: Iran war, weaker consumer spending, inflation, a high share of (low margin) lastminute bookings
#InterCars $CAR vs. #AutoPartner $APR: Revenue growth in 2025 & H1/26: 9% vs. 7.6%, 11.5% vs. 9.3%. $CAR is growing much faster although it is much bigger (2025 revenues of PLN 21.2bn vs PLN 4.4bn in case of Auto Partner) #Poland #stocks
#InterCars #Poland #stocks #wholesaler #autoparts Revenues in Sep +17.4% yoy. PEG ratio for 2026-28 remains attractive at c. 0.6. It seems a better pick that $APR because it operates warehouses abroad and has strongly invested in automation
Virtual roundtable with #VIGOPhotonics $VGO (Market cap EUR 131m) #defense #detectors #Poland #stocks appairtime.com/event/e5414c9…
#NASDAQBiotechnology (dark blue line) vs. #Poland #CaptorTherapeutics $CTX, #Ryvu $RVU, #Molecure $MOC and #Poltreg $PTG: Polish biotech is only for those who like to lose money.
#RainbowTours $RBW #Poland #travel #stocks +12.6% revenues growth in Jan-Aug vs. our full-yeah expectation of +10.6% y-o-y. Positive news