CyfrowyPolsatIR Newsletter 28 October 3 November 2013
The press about us Date The press about TMT market in Poland Rzeczpospolita:"Hold" Cyfrowy Polsat In the latest material, analysts of IDMSA broker consistently recommend holding shares of Cyfrowy Polsat, which they believe should cost PLN 22.3. In the previous report, the target price was PLN 20.2. On Monday, at WSE the securities cost PLN 23. According to IDMSA, Cyfrowy Polsat, at the group level, will generate PLN 2.88 billion revenue and PLN 741.8 million operating profit. 28.10 Parkiet: Changes in top management of TP Group Since November 1st, there will be changes in the organization structure and responsibilities of the management of the group converting to Orange Polska. New headquarters and sale of Wirtualna Polska this is how Bruno Duthoit, new CEO of TP Group, began his term. However, it was apparently just the beginning of the changes in the group. 29.10 Dziennik Gazeta Prawna: Mission for TVP: to get out of the woods through quality Otherwise, the public broadcaster will face marginalization Former presidents of TVP appeal to Juliusz Braun: if you want to save the TV, do not count on politicians. Fight through quality, part with sacred cows and lazybones. According to former presidents, the most urgent task for Juliusz Braun is to offer viewers valuable programs and thus rebuild the brand of the public television. 30.10 Parkiet: Orange with T-Mobile? Merger would be difficult According to French daily "Journal du Dimanche", Stephane Richard, CEO of Orange Group, met with representatives of the Government of France (holding 27% stake in Orange) to discuss the plan for acquisitions in Europe. Telekomunikacja Polska, controlled by Orange, emphasizes its willingness to participate in the consolidation of the market. TP screened Play network before, but has close cooperation, not only in Poland, with T-Mobile. Orange and T-Mobile have formed a joint venture NetWorks! that optimizes their network of masts. They use services of one purchasing company and will share frequencies. According to analyst of UniCredit CA IB, Przemyslaw Sawala-Uryasz, merger of Orange and T-Mobile would be difficult, but not impossible.
The press about us Date The press about TMT market in Poland 30.10 Dziennik Gazeta Prawna: Mobile internet will not replace fixed connections any soon Limits of transfer in mobile networks make it still very expensive. According to Tomasz Kulisiewicz, market analyst at Audytel, mobile operators, in order to compete with fixed broadband, will gradually increase the data transfer limits, but will never eliminate them. - The limits will always be there, because the network has its limitations and is not able to carry the ever increasing traffic. However, the operators, using new technologies, will increase its capacity Kulisiewicz explains. 31.10 Rzeczpospolita: Media and Telecoms The sale of Wirtualna Polska by Orange Polska does not mean that telecom operators have completely given up the attempts to gain market reserved for media companies - according to "Rzeczpospolita" talks with operators. Telecommunications operators do not avoid the model, in which they become distributors of TV packages. Here - as in telecommunications - the revenue comes from subscriptions. 02.11 Parkiet: Short list for Emitel Montagu Private Equity Fund, the owner of Emitel, radio and television signal operator, formulated a short list of investors for the company- informed TMTFinanace service. The value of the transaction, which is expected to take place later this year, is estimated at PLN 3-3.3 billion.
Latest events Current report no. 20, October 30, 2013 Change in the date of publication of the interim consolidated quarterly report for the three-month period ended September 30, 2013 The Management Board of Cyfrowy Polsat S.A. informs that the date of the publication of the interim consolidated quarterly report for the three-month period ended September 30, 2013 has been changed from November 13, 2013 to November 14, 2013.
Cyfrowy Polsat shares Date Maximum price (PLN) Minimum price (PLN) Closing price (PLN) Change (%) Trade value (PLN ths.) 28-10-2013 24.40 23.00 23.00-2.13% 3 110 29-10-2013 23.50 22.25 22.65-1.52% 11 277 30-10-2013 22.65 22.40 22.50-0.66% 4 653 31-10-2013 22.89 22.37 22.40-0.44% 5 440
Investors' calendar October 30 November 13, 2013 November 14, 2013 Closed period priorto the publicationof Q3 2013 results Publication of Q3 2013 results Schedule of publication of the results for Q3 2013: 7:00 am Publishing Q3 2013 report in ESPI (WSE s publishing system) 8:00 am Publishing Q3 2013 report and results presentation on our website: www.cyfrowypolsat.pl/inwestor 10:00 am Meeting with investors and analysts 12:00 pm Meeting with journalists 6:00 pm (CET) Conference call with investors and analysts Details of conference call: Date: November 14, 2013 Time: 6.00 pm (Warsaw), 5.00 pm (London),12.00 pm (New York) Phone numbers: +44 (0) 1452 555 566 (international); 22 307 0118 or 00 800 121 2655 (Poland) Conference ID: 93959603