publication
2025-04-16 17:15
Wednesday's session at the Warsaw court did not bring decisions. Investors suspended their breath (and orders) in the face of the opening of the new front of the US trade war with China. It is worth paying attention to the relative strength of smaller Polish companies.
After the last two weeks of a stock market rollercoaster, such a day as today is almost a rest for investors. This time none of the Donalds have taken us a number: neither the national one (like on Tuesday) or the overseas. However, there were new salvos in the trade war between Beijing and Washington. Contrary to earlier assurances, the Trump administration, however, introduced new requirements for exporting chip exported to China. This is a blow to Nvidia, whose shares began with Wednesday trade from over a 6 % discount.
Only a dozen or so days ago it would be a “breaking message” on the financial markets. Today it passed quite indifferently. And it's hardly surprising after all that investors have gone through the last two weeks of customs maneuvers of Donald Trump. Hence the neutral pronunciation of the Wednesday session on the WSE.
WIG20 ended the day at 2,615.84 points, which translated into a loss of only 0.10%. Such a session does not prejudge anything: neither about the continuation of the reflection or the return to the decline. It is also worth remembering that the last session before Easter is on Thursday. West stock exchanges (including the WSE) will be closed on Good Friday, and our parquet will remain closed on Monday.
WIG remained practically unchanged at 94 136.70 points. This happened at low for the last standards of investor activity. On the main market, the owner changed shares for PLN 1.77 billion, of which PLN 1.51 billion fell on the value of WIG 20. MWIW40 scored an increase of 0.16%, and SWIG80 gained 0.34%. The latter behaves relatively stronger than blue chips and is only slightly over 1% below the March record of all time.
It can be mentioned that on Wednesday, the WSE coped a bit better than the main European indexes, where drops started from -0.1% in London for -0.3% in Frankfurt after -0.6% in Paris. This could, however, be a derivative of the Tuesday weakness of our market, which suffered as a result of recurrence of the full -time rhetoric of the power camp. Prime Minister Donald Tusk confirmed the primacy of policy over economics in stock market companies with the participation Treasury, exactly the same as EX-REMier Morawiecki or Ex-Minister Sasin.
Globally a class was gold, which increased by 2.5% and whose dollar quotations set a new nominal record of all time. On the currency markets, the dollar weakened in relation to the euro, Frank Swiss was still strong, and the Polish golden at times was the weakest this year. On the macroeconomic front, Poland jumped on the inflationary podium of the European Union, and the national CPI base inflation turned out to be slightly higher than the expectations of economists.
Alior's qualities were negative among the largest companies, which was overestimated by 4.4%. Allegro's papers lost equal 2%, whose shareholders again “poured” actions outside the stock market as part of ABB. However, Cyfrowy Polsat's quotations went by nearly 5% up. In this way, Zygmunt Solorz's company has been listed for at most for two years.
Benefit Systems were more than 5%. Before the session, the company informed about the issue of 280 thousand. shares with a small bonus relative to the market. On the wave of information about the successful broadcast of the campaign, Datawalk, the second day in a row, increased. The market has also positively adopted poor annual results of 11 bit. The company's gaming shares increased by 4.5%.
The stock market “miracles” happened at Rafako shares, which traded for about three hours. The rest of the day was spent “on the forks”, ending with a session with a theoretical opening course by 125.86% higher than the course from Tuesday's closing of quotations. This is the aftermath of Prime Minister Tusk's prime minister.
