The best WIG20 session from the election results. WIG from the hole has already reflected over 10%

A wave of euphoria swept through the action markets after postponing additional US duties into 184 countries of the world except China. WIG20 has had the best session behind it from the post -election growth of October 2023, when Hossa threw a higher run. The wide market from the sale of the sale from Monday has already gained over 10 percent.

The change in the hard position of the US president, who probably under the influence of the growing profitability of bonds sold out on the market and recession threats, made a return on customs tariffs on Wednesday, caused euphoria in the stock markets. A few hours earlier, Trump wrote in social media that it was “great time to buy !!!”.

He was right, because on Wednesday S & P500 he scored the third largest increase in the post -war history of Wall Street. On Thursday, the American indexes experienced natural correction, retreating after opening the market within 2.5 percent. The customs policy has been covered in recent days of macro data, but on Thursday you have to mention the unexpected decrease in inflation in the USA.

The beginning of trade on the WSE announced a chance for one of the best WIG20 results in history, in terms of daily growth, because the quotations grew by 7 percent. Increases on a similar scale were observed in the rest of Europe. In Asia, stock markets also went up strongly. Even before the opening of the cash register trade, the WSE announced for the third time this week the occurrence of extreme market conditions, which until now were the result of the number of orders in algorithmic trade. In the area of ​​the South, however, she dismissed him, and until the end of the session trade ran easily.

WIG20 maintained over 5 % most of the time scale of growth. The end of the session brought a small withdrawal, which could have been caused by declines at Wall Street, which began to exceed 3 percent. DAX at that time gained 4.9 percent CAC40 40 over 4.2 percent, and FTSE100 3.3 percent Within 4-5 percent Indexes in Italy and Spain grew.

WIG20 ended the session with an increase of 4.92 percent, which is the largest daily increase in the index from October 16 in response to preliminary survey of parliamentary elections in Poland. At the end of the day, WIG has grown by 4.21 percent, and from the Monday culmination of the sale it has already gained 10.45 percent. mWIG40 gained 2.33 percent, while SWIG80 increased by 2.74 percent. The turnover in the wide market amounted to PLN 2.56 billion, of which PLN 2.1 billion concerned WIG20.

On Thursday, all companies were increased among Blue Chip, with 11 of them over 4 percent. He was raised by the banking sector, and in a pekao exchange rate gaining 9.16 percent. and Santander (6.46 percent), PKO (6.20 percent) and Alior (5.81 percent). CCC papers (8.77 percent) and project CD (5.88 percent) were also at the forefront.

Pepco (1.77 percent) and Allegro (1.88 percent) were relatively weaker, which meant nearly 2 percent. increases. In relation to the latter, it was stated that for the first time more Poles were shopping online, using it than Allegro. In the context of a budimex (3.81 percent), it was stated that his management board recommends a dividend payment of PLN 25.43 gross per share.

Enea (-5.49 percent) stood out negatively on the wide market, which, at the same time, in accordance with the results of results, reported to double investment plans, which investors did not like. Answear (14.53 percent) showed better than expectations.

The results were also given by Cyfrowy Polsat (0.78 percent), listed from March in MWIG40. The group's EBITDA result in the fourth quarter was slightly higher than the average expectations of analysts surveyed by PAP Biznes. In turn, Asseco Poland (6.21 percent) announced that ZUS has signed a contract with the company on Wednesday for support and maintenance of the system. It is also worth mentioning that Bank Millennium (2.8 percent) has announced that the estimated value of reserves established in the first quarter of the risk related to currency mortgage loans was almost 18 percent. lower yard Companies associated with the defense sector were in the game. Lubawa gained 16.94 percent, and the protector 27.92 percent

Michał Kubicki

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