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Ipopema Securities S.A. — Investor Relations & Filings

Ticker · IPE ISIN · PLIPOPM00011 LEI · 259400QHG4C6452WLF35 WAR Financial and insurance activities
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Filings indexed 695 across all filing types
Latest filing 2017-04-06 Director's Dealing
Country PL Poland
Listing WAR IPE

About Ipopema Securities S.A.

https://www.ipopema.pl/?lang=en

Ipopema Securities S.A. is a financial firm specializing in investment banking and brokerage services for institutional clients. The company provides comprehensive financial consulting for the preparation and execution of public and private capital market transactions. Its brokerage division offers securities trading services on the secondary market. The firm's offerings are supplemented by company analyses and equity research.

Recent filings

Filing Released Lang Actions
Transakcje osób pełniących obowiązki zarządcze - Content (PL)
Director's Dealing Classification · 98% confidence The document text is very short (456 characters) and explicitly states that the content of the notifications (which concern transactions by management members based on MAR Regulation Article 19) is contained in an attachment ('Treść powiadomień zawarta jest w załączniku do niniejszego raportu.'). This structure—a brief announcement referring to attached detailed information—strongly suggests a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS), following the 'MENU VS MEAL' rule. Since the content specifically relates to transactions by directors/executives (MAR Art. 19), it is highly related to insider trading/director's dealing. However, the document itself is just the announcement of the attached report/notification, not the detailed report. Given the specific nature of the content (transactions by management), it aligns closely with Director's Dealing (DIRS), but the format is an announcement of the filing. Since DIRS is for the report itself, and this is an announcement of the report, RPA or RNS is more appropriate. Given the context of MAR notifications, RNS (General Regulatory Filings) is a strong fit for regulatory announcements that aren't the core report type. However, DIRS specifically covers reports of personal share transactions by directors. Since the document is an announcement *of* those reports, and RPA is for announcing the publication of reports, RPA is the most precise fit for the announcement format, although DIRS describes the underlying subject matter. I will classify it as RNS as it is a regulatory notification about insider transactions, which often falls under general regulatory filings when the specific report content is externalized.
2017-04-06 Polish
List Prezesa Zarządu do Akcjonariuszy IPOPEMA Securities S.A.
Report Publication Announcement Classification · 99% confidence The document is titled 'List Prezesa Zarządu do Akcjonariuszy IPOPEMA Securities S.A.' (Letter from the CEO to the Shareholders of IPOPEMA Securities S.A.) and explicitly states it is presenting the 'Raport Roczny' (Annual Report) for the year 2016. It contains detailed financial performance summaries, business segment reviews (trading, investment banking, asset management, consulting), and outlook for the following year (2017). Although it is a letter accompanying the report, the content is the core narrative of the full annual performance review. Given the context of presenting the full year's results and achievements, this strongly aligns with the content expected in an Annual Report (10-K), even if it's presented as a letter/introduction. Since the text provides the substance of the annual review rather than just announcing its publication (which would be RPA/RNS), and it covers the full fiscal year, 10-K is the most appropriate classification for the underlying document type being summarized/presented here. The document length (3499 chars) is short, suggesting this might be an excerpt or the introductory letter, but the content is definitively about the full annual performance review.
2017-03-21 Polish
Opinia i raport niezależnego biegłego rewidenta z badania skonsolidowanego sprawozdania finansowego za rok obrotowy od 1 stycznia do 31 grudnia 2016 roku
Audit Report / Information Classification · 98% confidence The document explicitly contains the title "Opinia i raport niezależnego biegłego rewidenta z badania skonsolidowanego sprawozdania finansowego za okres od dnia 1 stycznia do dnia 31 grudnia 2016 roku" (Opinion and report of the independent auditor on the consolidated financial statements for the period from January 1 to December 31, 2016) and later, "Raport z badania rocznego skonsolidowanego sprawozdania finansowego GRUPY KAPITAŁOWEJ sporządzonego przez IPOPEMA Securities S.A. za rok obrotowy kończący się dnia 31 grudnia 2016 roku". It details the scope of the audit, the responsibilities of management and the auditor, and concludes with the auditor's opinion on the consolidated financial statements for the full year 2016. This content perfectly matches the definition of an Audit Report / Information (AR), which covers standalone audit reports and applied accounting principles, distinguishing it from the full Annual Report (10-K) which typically contains the full financial statements themselves along with management discussion and analysis, although this document is the auditor's opinion *on* those statements. Given the focus on the 'Opinion' and 'Report from the audit', AR is the most precise fit among the provided options, as it is a standalone audit document. FY 2016
2017-03-21 Polish
Sprawozdanie Zarządu z działalności IPOPEMA Securities S.A. oraz Grupy Kapitałowej IPOPEMA Securities S.A. w roku 2016
Management Reports Classification · 98% confidence The document is titled "Sprawozdanie Zarządu z działalności IPOPEMA Securities S.A. oraz Grupy Kapitałowej IPOPEMA Securities S.A. w roku 2016" (Management Report on the activities of IPOPEMA Securities S.A. and the IPOPEMA Securities S.A. Capital Group in 2016), dated March 21, 2017. It contains a detailed table of contents covering financial data, business activities, risk factors, and governance statements, and includes comparative financial tables for 2016 and 2015. The content clearly indicates a comprehensive annual review of the company's operations and financial performance for the preceding fiscal year (2016). This aligns perfectly with the definition of an Annual Report, although the Polish term used is 'Sprawozdanie Zarządu' (Management Report), which is a core component of the Annual Report filing (10-K equivalent in structure, though this is a Polish filing). Given the comprehensive nature and the focus on the full fiscal year 2016 performance, it is classified as an Annual Report (10-K).
2017-03-21 Polish
Skonsolidowane sprawozdanie finansowe Grupy Kapitałowej IPOPEMA Securities za rok zakończony 31 grudnia 2016 roku
Annual Report Classification · 100% confidence The document is titled 'Skonsolidowane sprawozdanie finansowe' (Consolidated Financial Statements) for the year ended December 31, 2016. It contains a detailed table of contents covering the statement of financial position, cash flows, changes in equity, and extensive explanatory notes. This is a comprehensive annual financial report, which corresponds to the 10-K category in the provided schema. FY 2016
2017-03-21 Polish
List Prezesa Zarządu do Akcjonariuszy IPOPEMA Securities S.A.
Report Publication Announcement Classification · 99% confidence The document is titled 'List Prezesa Zarządu do Akcjonariuszy IPOPEMA Securities S.A.' (Letter from the CEO to the Shareholders of IPOPEMA Securities S.A.) and explicitly states it is presenting the 'Raport Roczny' (Annual Report) for the year 2016. It contains detailed financial performance summaries, business segment reviews (trading, investment banking, asset management, consulting), and outlook for the following year (2017). Although it is a letter accompanying the report, the content is the core narrative of the full annual performance review. Given the context of presenting the full year's results and achievements, this strongly aligns with the content expected in an Annual Report (10-K), even if it's presented as a letter/introduction. Since the text provides the substance of the annual review rather than just announcing its publication (which would be RPA/RNS), and it covers the full fiscal year, 10-K is the most appropriate classification for the underlying document type being summarized/presented here. The document length (3499 chars) is short, suggesting this might be an excerpt or the introductory letter, but the content is definitively about the full annual performance review.
2017-03-21 Polish

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