Excluded euphoria on WIG20 and records of other indexes. CCC falls after the results

The Monday session began with the Polish Actions Rally, but ended in red. WIG20, which gained over 2%in the first hour of trade, had to recognize the advantage of supply, pulled down by CCC, Budimex and the main indexes of the Blue WSE chips was one of the weakest in the world that day.


In response to information about the suspension of mutual duties in the United States trading war with China, exchange indexes from around the world moved up. The Asian session ended with a set of greenery from Hong Kong (Hang Seng +2.98%) to Singapore (SPI +0.71%) and Tokyo (Nikkei +0.32%).
The beginning of trade in Europe brought solid increases, with a new historical record of the German DAX, which gained over 1.5%, but increases did not persist throughout the session and around 17:00 the index was close to the reference point. CAC40 was doing better, which gained 1.40%. At the time when trade ended on the Warsaw Stock Exchange, American indexes increased by a solid 2.60% – S & P500 and 3.55% – NASDAQ.
The session on the WSE did not draw in such green colors, despite the great beginning. In the first hour of trade, WIG20 gained over 2%, approaching 2900 points. However, he ended the session at 2,831.63, noting a loss by 0.37%, which made him one of the weakest stock indexes in the world that day.
Despite the poor session performed by Blue Chips, WIG increased by 0.27% and reached 103 526.84 points, reaching a new record record. The new peaks were also marked by mWIG40, which grew by 0.69% and swIG80, which gained 0.72%.
The value of turnover on the Warsaw stock exchange amounted to less than PLN 2 billion, of which about PLN 1.6 billion concerned companies from the WIG20 index. The highest value of turnover took place at CCC shares (PLN 182 million), KGHM (PLN 175 million) and Orlen (PLN 162 ml).


KGHM shares, which gained 2.53%, supported by the increase in copper prices and the strengthening dollar, did the best in the WIG20 index. The company's quotations were positively influenced by a temporary suspension of weapons in the US-China trade war. The Middle Kingdom is the largest copper consumer in the world.
Just behind KGHM on the list of the most growing blue chips, there was Allegro, whose shares gained 2.52%. In this case, investors can play a positive impact of interest rate reductions.
On the other side of the market there were CCC shares, which were subjected to a 6.02%discount. The company shared the initial results for the first quarter on Monday. Revenues (PLN 2.35 billion) and operating profit (PLN 214 million) broke the expectations of analysts, but this was largely due to the positive impact of exchange rate differences.
Before the publication of the results, the course of the Żabka ratings decreased before the session. LPP (-1.43%) also clearly lost, for which Peko (+0.39%) and Santander (+2.28%) at the side of Pekao (+0.39%), it was the day of the dividend cut.
On the wave of weekend information about the possible meeting of the delegation of Ukraine and Russia at peace conversations in Istanbul this Thursday, a successful session was included in the companies included in the Wig-Ukraine index, led by Milkionland (+12.15%), Agroton (+8.27%) and Coal Energy (+7.19%).
Mirbud's actions gained 1.96% on Monday. The company announced the signing of the contract for the construction of a fragment of the Mława bypass. On that day, there were also reports of the participation of Russian services in the arson of Hala Mirowska, which happened equal a year ago.
2.07% lost the shares of Bank Millennium, which published the results for the first quarter of 2025. The company's net profit was PLN 179.3 million, i.e. above the expectations of analysts. “Our sensitivity to cutting interest rates with 100 base points in the static environment is close to zero,” commented the Bank Vice President during the conference. Despite this, some investors decided to make profits.
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