publication
2025-09-23 17:15
After five inheritance sessions in a row WIG20 finally finished the day in green. The flagship GPW index bravely defends the 2800 points line, in which on Tuesday he was helped by the bumps of Orlen and KGHM.
WIG20 gained 0.61% on Tuesday and finished the session at 2,819.10 points. It was the first upward session from September 15 – the previous five WIG20 ended under the line. However, from the previous 10 working days, only two were avoided in two.
It is definitely not a show of the strength of our dance floor. The more that Wall Street has been in the mood for several weeks, and New York indexes set new records of all time. Behind the Atlantic there is a boom (bubble?) Associated with the AI industry or quantum computers. And with us we wonder whether to open the border with Belarus and why it was to close it at all.
In the group of Blue Chips, the qualities of Orlen stood out positively, which increased by 3.3% at speeds exceeding PLN 258 million. In this way, the quotations of the Płock concern shares are valued at most from the August cut of the dividend and have already gained 8.7%from the beginning of September. KGHM papers were the second driving force of the growth, which, by 1.4%, are listed close to this year's Maks. The red lighthouse of WIG 20 was a 1.9% of the project CD.
WIG went up by 0.51% at turnover of PLN 1.41 billion. mWIG40 gained 0.48%, while SWIG80 lost 0.38%. On the wide market, the numerical advantage of the values above the discount was minimal. There were also a lot of (because almost 2% of the Main Square) companies establishing at least 52 weeks of quotations. It is difficult to consider such a session as clearly upwards.
– Today's session is neutral. We have a relaxation after yesterday's weakness. PMI data from Europe and the euro area disappointed a bit, but not to refute the theses made by macroeconomists who expect slow recovery in the economy. Now the waiting for data on economic activity in the United States is underway – Mateusz Chrzanowski, the Noble Securities analyst, told PAP.
Preliminary September readings of PMI indicators for the euro area indicated shortness of breath in industry and gentle acceleration of growth in the service sector. Generally, economic recovery in Euroland is very rickety and it is difficult to be an exaggerated optimist here. Europe remains behind America and China, where a boom is ongoing with AI algorithms and powerful investments in Data centers. In the European Union, there are huge amounts of “regulations” and bureaucracy.
In addition, the European Commission insists on its atmospheric madness, pressing the goals of CO2 emission reduction. It is hardly surprising, therefore, that in recent weeks DAX has been falling, while S&PC and NASDAQ screw historical records.
– Some time ago we fell from the peaks, which is largely the result of the announced CIT for banks. After the announcement of this idea, our banks have deviated from European and did not return to the same place, so this weakness for us – said Mateusz Chrzanowski from Noble Securities.
In addition to the government's tax ideas, the second motor of this year's bull market on the WSE, i.e. energy companies, was also corrected in previous weeks. From the July summit to yesterday's Dołka Wig-Energa gave 14%. But today this index gained 1.6%, drawing a dual DNA formation on the chart.
