publication
2025-09-10 17:15
The shooting down of Russian drones in the Polish airspace did not cause panic on the Warsaw Stock Exchange. Yes, the prices of most shares have dropped, but the scale of the reactions of the indexes was at most moderate.
From the night from Tuesday to Wednesday, Polish airspace was violated by Russian combat drones called Shahedami. Most of them were shot down, as reported by the operational command of the types of the Polish Armed Forces. It was the first case of shooting down Russian drones over the NATO country. The initial response of the financial market was negative, but quite subdued. The zloty weakened slightly relative to the euro and dollar, and the session on the WSE began with declines not exceeding 1%.
It only got a bit nervous around 10:00, when Prime Minister Donald Tusk in the Sejm announced the formal launch of art. 4 of the North Atlantic Treaty. This article, in fact, does not mean much (it concerns “consultation” among allies), but someone could have mistaken it with the famous Article 5. It could explain the deepening of the falls on the WSE. WIG20 lost over 2.5%at the worst moment of Wednesday's session.
Later, however, the loss of losses began. This was helped by reports from behind the Atlantic, where Wednesday's session began with increases at Wall Street and new records of all time performed by S & P500 and Nasdaq. The growth catalyst was almost 40-percentop (!) The increase in Oracle. This technological giant announced the acquisition of huge contracts for computing centers for the needs of AI generative algorithms. We write more about this in an article entitled “Shock and disbelief after the results. The founder of the hyperskaler quickly found himself behind Musk.”
Finally WIG20 did not manage to make up all the losses and finished 0.88% under the line and at 2,811.48 points. In the group of 20 Blue Chips, the increase recorded 5 values with LPP's 1.2% increasing shares (+1.3%). Banks' quotations: Alior (-2.4%), mBank (-1.5%) and Pekao (-1.5%) have dropped the most. In addition, Eaglen's valuation was 2.2% down.
– An incident with Russian drones that invaded in Poland, interrupted a series of growth sessions on the Warsaw Stock Exchange. Investors are undoubtedly concerned, although there are no symptoms of panic. The currency is relatively stable, the zloty weakened slightly, as well as the bonds have slightly weakened – Mariusz Adamiak, director of the PKO BP market strategy office, told PAP.
WIG scored a decrease by 0.90%, descending to 105 682.90 points. at turnover of PLN 1.9 billion. Of this, almost PLN 1.56 billion fell on companies from WIG20. It is worth adding that the so -called market width. The day in the downside ended almost 70% of the values of the Main Square. Medium and smaller companies have also surrendered. mWIG40 gave 0.98%and SWIG80 1.05%. This means that he sold not only great foreign capital, but also domestic investors.
For obvious reasons, the weakest industry index was WIG-Ukraine, which scored a 3.4%decrease. At night, the Russian troops carried out a massive drone and ranant attack on our eastern neighbor. For equally obvious reasons, investors bought shares of companies related to the military sector. The protector's quotations jumped by 32%(ending the day on the so -called “forks”), zrembu by over 15%, and Lubawa by 7.8%.
PGE's qualities gained 0.5%, although at the beginning of the session over 3.7%cheaper. The energy giant showed a semi -annual report and presented forecasts for the second half of the year. The PGE Management Board also maintained interest in redemption from PAK shares in PGE-PAK Nuclear Energia. PAK quotations increased by 6%.
