Orlen is already worth PLN 131 billion. More than Żabka, Budimex, Orange, Pepco, Alior, Kęty, Modivo, Kruk combined
While global markets recorded a retreat on Monday, Warsaw indices had a successful session. The segment of the largest companies, whose prices were dominated by green, stood out in particular. Investors' attention focused on KGHM following silver prices and the rebound in the Dino price. Orlen has had a strong session and a new multi-year high, valued at over PLN 130 billion – the highest amount in history.
At the close of the session, WIG20 gained 1.67%, reaching 3,440.36 points. The broad WIG index increased by 1.33%. to 126,747 points), and mWIG40 increased by 0.42%. up to 8,913.36 points It was the quietest in the small-cap segment – sWIG80 increased by 0.36%. and is at 31,300.66 points. The turnover on the broad market amounted to a very solid PLN 2.43 billion, of which PLN 2.05 billion operated on WIG20.
The increase supported by turnover suggests a return of interest in foreign capital, especially in the segment of the largest companies, which on Monday shone against the background of Europe, where the DAX lost over 1.1%. CAC was below the mark by about 0.3%. The British FTSE100 also retreated, and the indexes in Milan, Madrid and Zurich gained slightly. Stock exchanges in Russia, Turkey and the Middle East (Israel, Saudi Arabia) were also positive. On Wall Street, the S&P500 and Nasdaq lost well over 1%.
Raw materials and trade are the engines of growth
The sector leader of Monday's quotations was WIG-Górnictwo, which rose by 3.31%. The main beneficiary of this optimism was KGHM (3.34%). The company is benefiting from the good economic situation and the continued rebound in silver prices.
Dino Polska also did very well, gaining 4.1%. became the strongest blue-chip index company. This is the second upward session in a row and the first clear rebound above PLN 40 since mid-January.
Orlen (+2.78%) provided great support for WIG20. During the session, the price gained even more and climbed to PLN 113.34 – the highest since 2019. At the end of the day, the price for the company's shares was PLN 113, which valued the company at PLN 131.18 billion – the highest in history and more than Żabka (0.59%), Budimex (2.19%), Orange (1.78%), Pepco (1.71%), Alior (1.02%), Kęty (-0.09%), Modivo (-1.07%), Kruk (2.02%) combined.
In total, increases in WIG20 concerned 17 courses. Only CD Projekt was on the other side of the table in WIG20, losing 0.9%. and the mentioned Kęty and Modivo.
Asbis impresses with its revenues
In the mWIG40 index, the undisputed star was Asbis, whose prices increased by 9.57%. Investors responded enthusiastically to January 2026 revenue estimates of $379 million – up a staggering 78%. more than a year ago.
The mood was completely different in the IT sector, which was the only industry index to record a decline (-1.12%). The sell-off mainly affected cyber_Folks (-3.87%), Vercom (-2.36%) and Asseco Poland (-2.03%).
Record Polish Foundries
A market phenomenon occurred in the segment of smaller companies – the price of Odlewnie Polskie increased by 32.1%. The reason for the euphoria is a huge order from the Polish Armaments Group for the production of missile bodies worth PLN 28.5 million. In turn, Ambra shareholders (6.9%) appreciated the solid results for the first half of the year (net profit PLN 49 million) and the announcements of the development of the non-alcoholic products segment.
