publication
2025-08-05 17:48
The parquet in Warsaw fell poorly on the background of European markets on Tuesday. WIG20 was one of the weakest indexes on the continent, mainly due to a clear discount on banks. In the morning, the Minister of Finance presented the general assumptions of tax changes on the capital market at the presentation, but both the distant date of the potential entry into force and lack of details meant that the idea did not affect the session.
The long -awaited announcement of changes in the so -called Belka's tax, as the name of capital profits is called, did not end up with the announcement of the 19 % reduction. rates, referring a ready project for procedure or even a proposal of a simple tax -free amount. In return, the finance minister Andrzej Domański presented the idea of a personal investment account (OKI) modeled on Swedish solutions.
Although it actually expands the palette of already available products, it was not without embracing tax on it. While the profits from the possible introduction of oki are obvious, the state still taxes investments in real estate, which for millions of farms in Poland is the first choice of capital investment.
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Another thing is that from the proposal to implementing the idea is still very far, the more we note the conference of the Minister of Finance, but without affecting the session, despite the message that the real date of entering the idea of the idea is mid -2026, and in 3 years around 3 years can get around PLN 100 billion.
Trade on Tuesday was in a rather sleepy atmosphere. For most of the day WIG20 and WIG oscillated around Monday closing. It wasn't until half an hour before the end of trade that banks and other largest companies dived more. This correlated with the USSM indoors that reacted to American ISM data from the service sector below expectations (50.1 point vs 51.5 points).
The zloty weakened to the dollar, and WIG20 even fell around 0.8 percent. The versus ocean translated into an attempt to make up for losses in Warsaw. WIG20, however, that day was next to the Slovak Sax index with the weakest index in Europe, with DAX height by 0.2 percent.
WIG20 finally fell by 0.51 percent at the end of the day, maintaining support from the zone 2830-2850 points. WIG was on Tuesday by 0.38 percent, but the difference was not based on Monday, primarily on the cut -off dividend of a large company, but simply relatively better results of mWIG40, which “lost” only 0.01 percent. and a decrease in SWIG80 by 0.27 percent Turning in the wide market amounted to PLN 1.464 billion, of which PLN 1.24 billion concerned companies from WIG20.
The weakest in WIG20 were CCC shares with a 3.63 percent discount. The company returned to declines after a one -off, slight increase on Monday. Earlier it fell for six sessions almost without a break.
However, there were two banks for a fashion and curable company: Santander (-2.66 percent) and mBank (-2.36 percent). Alior and PKO were also under the line, but the declines did not exceed 1 percent. By 0.2 percent Pekao's qualities have increased.
There was a vast majority of stock courses under the line. However, over 1 percent They only lost the values of the Raven (-1.52 percent), LPP (-1.40 percent) and Budimex (-1.08 percent). In the plus of Pekao, only PGE shares (0.26 percent), PZU (0.48 percent) and DINO (1.4 percent). LPP announced the opening of the first Sinsey store in Uzbekistan. It is the 43rd country on which the company operates
On the so -called The XTB course (2.68 percent) presented a positive market. The company today announced that it would compensate for the losses of customers incurred by hacking into the account. He informed during the session from the Datawalk (1.71 percent) that he had received an order from one of the federal security agencies in the European Union member state. Polenergia (-1 percent) presented a preliminary resulting report for the first half of the year and the second quarter of 2025, in which the company announced that the EBITDA result oscillates around PLN 151 million, which translates into a decrease by nearly PLN 7.3 million y/y.
