Cyfrowy Polsat IR Newsletter December 2013

Transcription

1 Cyfrowy Polsat IR Newsletter December 2013

2 Cyfrowy Polsat Newsletter December 2013 The press about us Date The press about TMT market in Poland biznes.pap.pl: UniCredit raised its recommendation for Cyfrowy Polsat to buy UniCredit raised its recommendation for Cyfrowy Polsat to buy from hold, increasing at the same time the target share price to PLN from PLN On Monday, the company s shares were traded at PLN at the closing of the session Rzeczpospolita: Work on the report on the quality of operators networks at an end Within the next few days a document, indicating the operator with the best network, prepared under the auspices of the Office of Electronic Communications is to be made public. The report focuses on both mobile and fixed telephony networks. The quality of Internet connections (in terms of speed and delays in data transfer) and the quality of conversations (in terms of connection effectiveness, number of connections disrupted and speech quality) were subject to assessment Dziennik Gazeta Prawna: Invest-Bank will pay for Plus Invest-Bank is changing its name to Plus Bank. Polkomtel, the operator of GSM network Plus, is not taking over the financial institution, however the bank will pay for the use of the brand Plus. The rebranding process will take place gradually and will be finalized in the first quarter of Plus Bank will co-operate with Polkomtel and Cyfrowy Polsat. All three companies belong to the capital group owned by Zygmunt Solorz-Żak. Rzeczpospolita: Companies still learning to use the Internet Individual customers are more active users of internet access compared to entrepreneurs. Convincing Polish businessmen and managers of Polish companies may be of key significance with respect to further popularization of the Internet such are the conclusions of the latest report prepared by cable television operator UPC Polska.

3 The press about us Date The press about TMT market in Poland Parkiet.pl: Easier to retain clients On Monday the Office of Electronic Communications (UKE) began consultations on Polish Telecommunications ( TP ) new price offer, proposing new, lower rates of access to the operator s broadband Internet services. The new lower by 30 to 81 % - rates will allow Netia and other operators using TP s infrastructure to reduce prices offered to clients to a competitive level, and thus retain their clients. Rzeczpospolita: Telecommunications in brief Simon Boyd, long-term CEO at UPC Polska cable television, is resigning with the beginning of It is not yet known, who will succeed Boyd the manager that led the company for 11 years. Rzeczpospolita: Poles still not mobile In Poland laptops are still more popular than smartphones. Poles are an exception on the global scale in terms of the way they use the Internet. In % of mobile phones used in Poland were smartphones. Experts at Ericsson estimate that 18% of Poles will have bought their first smartphone within the coming year, in effect the share of smartphones owners in the total number of mobile phone users will increase to 51%.

4 The press about us Date The press about TMT market in Poland Puls Biznesu: 6 companies recommended for the first quarter Brokerage office BESI selected six companies, which, in their opinion, have the highest growth potential in the first quarter - Cyfrowy Polsat among the chosen six. Analysts judge that the take-over of Polkomtel is a positive step. The transaction will result in significant synergies, the bank assesses the agreed valuation of the company as attractive. The closure of the transaction will trigger price growth, the potential of which was estimated at 19% by Espirito Santo Rzeczpospolita: Internet piracy remains an unsolved problem of online video platforms IAB Polska data shows that the average number of entrances to services with illegal on-line videos in Poland is 30% higher than to legal services. The problem, among others, is that Polish net surfers cannot tell legal services from illegal ones. Moreover, the weakness of legal on-line video platforms is their meager offer, which results from the licensing model a movie is first distributed in theatres, than on DVD, and lastly on television. Illegal services usually offer a movie even before its premiere in the theatres.

5 Latest events Press release, December 12, 2013 Top European Football, matches of the Polish representation for 4 years only in Cyfrowy Polsat and Telewizja Polsat Cyfrowy Polsat and Telewizja Polsat have a special surprise for football fans. The station has purchased rights on all fields of exploitation, including Internet and mobile telephony, to two elimination cycles: to the 2018 World Cup and EURO 2016, which will take place France. On the Internet coverage will be available via IPLA service while Plus will provide content for mobile devices. We invite you to enjoy 4 years of highest emotions only with Cyfrowy Polsat and Telewizja Polsat. Press release, December 13, 2013 New proposals on IPLA not only for Christmas Christmas is a special season cherished moments with family, snow, Christmas tree, Santa and many hours of relaxation thanks to brand new program proposals from Internet TV IPLA. Season finales of Telewizja Polsat and Telewizja Polska series, latest feature movies for both adults and children are just a few of many novelties available to IPLA users in December.

6 Cyfrowy Polsat shares Date Maximum price (PLN) Minimum price (PLN) Closing price (PLN) Change (%) Trade value (PLN ths.) % % % % % 8 700