In an interview with Polish news agency PAP, CEO Adam Goral said Asseco’s 2Q09 bottom line should come above the PLN 75.1m figure recorded in 1Q09. According to Mr Goral, net income is likely to come in above the current market consensus of PLN 83m for 2Q09. The CEO also reiterated his view that full-year net income is likely to significantly exceed the current consensus estimate of PLN 312m for 2Q09. Our view:We forecast Asseco to post net income of PLN 84.4m for 2Q09. We expect net income at PLN 340.7m for full-year 2009, which is almost 10% above the market’s expectation of PLN 312m mentioned by the CEO in an interview. After the release of the 2Q09 results we expect the consensus to move closer to our net income forecast for full-year 2009, which we expect to be almost 50% fulfilled in 1H09. Overall, we expect a positive market reaction to the CEO interview.