publication
2025-08-11 17:12
The topic of the planned meeting of the presidents of the USA and Russia subtracts emotions in trade in Ukrainian companies listed on the WSE. However, the main indexes on the National Stock Exchange caught a slight breath on Monday after a few days of growth.
Although in the week started, we will have readings from the USA, appearing as the most important macro data in the coming days, and in addition to the publication of data on the dynamics of Polish GDP in the second quarter, the resulting report of the largest Polish company (PKO) (PKO) and cut off from its dividend course (and thus the negative impact on WIG20), this event about the greatest loss of the President Donald Trump and Vladimir Putin, and perhaps Wołodymyra Zełnski, which was suggested on Saturday by the American CBS News station. Interestingly, the WSE will be closed on this day (August 15) because of the Polish Army Day.
In the end of last week, information about the meeting and its confirmation was led by WIG20, after a few strong sessions, above 3000 points. Monday brought the withdrawal of the main WSE index, also with the discounting indexes in Frankfurt (DAX -0.6 percent) and Paris (-0.5 percent) and the dollar strengthening, which gained 0.3 percent to the euro, and to gold about 0.7 percent. The US joint markets were noted rather neutral, although NVIDIA and AMD agreed to surprising taxation of part of Chinese revenues in the amount of 15 percent. Lack of stronger impulses could provoke the implementation of the last profits on the WSE by some investors.
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Investors may also think that the United States will not be able to convince Ukraine to make territorial concessions, which is openly criticized by European allies. The Ukrainian topic, however, was still alive, which was visible more susceptible to speculation than indexes, notes of Ukrainian companies from the WSE.
The final WIG20 fell by 0.92 percent And he was below 3000 points. WIG gave 0.74 percent And he finished the day at 110 092.82 points There was also mWIG40 (-0.52 percent) under the line, and SWIG80 turned out to be relatively stronger with an increase of 0.21 percent. The turnover was clearly lower than the average of this year and exceeded only PLN 1.36 billion in the wide market, of which 1.14 billion concerned companies from WIG20.
In WIG20, the declines were wide and 19 companies affected. Only the mBank exchange rate (1.9 percent) was in the plus, which went up to the fourth time in turn, and in the previous three sessions the company gained a total of over 10 percent. He scored the largest decreases among the Blue Chips PGE exchange rate (-3.99 percent). Over 3 percent They also reflected the qualities of LPP (-3.13 percent), and Orange (-2 percent) and Kęty (-2.13 percent) shares fell by more than 2 percent. The Erste Group analyst Jakub Szkopek reduced the recommendation for the Kęty group to “hold” with “Akumuluj”. The target price of the company's shares was set at PLN 892.8. The course finished the session of PLN 895. The WIG20 index stabilizer at the highest revolutions (PLN 212 million) turned out to be the Orlen course, which fell by only 0.25 percent. The smallest declines in WIG20 were recorded by CD Projekt (-0.23 percent).
On the wide market, Ukrainian companies were on Monday the greatest increases on the WSE. The Calenergy exchange rate gained 15.03 percent, Milkion shares increased by 7.3 percent. Agroton went higher by 9.82 percent, while KSG AGRO by 11.44 percent. The astrat course, which is already higher than before the outbreak of the full-size war in 2022, gained 3.66 percent on Monday, and the entire WIG-Ukraine gained 4.91 percent after it increased by 11.31 percent on Thursday. And he corrected on Friday by 3 percent.
Michał Kubicki
