Investors are in a good mood before the World Cup match. Wirtualna Polska is bouncing back, Sfinsk Polska is rising from the ashes
Signals coming from overseas became a catalyst for strong increases on stock markets. The change in Donald Trump's rhetoric towards the conflict in the Middle East was enough for the indices in Europe and the USA to gain significantly, and for the Polish blue indexes to go all green. The Stockholm stock exchange also performed well, so investors from both countries will start watching the World Cup match in a better mood. We saw stock exchange fireworks on the broad market, where the tender offer for WP and the offer to take over the Sphinx restaurant chain triggered a strong demand response.
Tuesday's closing on the Warsaw Stock Exchange was marked by a clear dominance of demand. WIG20 increased by 1.76%.being, next to the Greek ATHEX (2.9%), one of the strongest indices in Europe. The broad market index showed similar dynamics WIG increased by 1.84%. The good atmosphere did not spare smaller entities: mWIG40 went up by 2.15%.while representing small companies sWIG80 gained 2.06 percent. The turnover on the broad market amounted to nearly PLN 2.4 billion, of which PLN 1.97 billion.
There was also a good mood on other parquets in the Old Continent. At the time of termination of trade in Warsaw, German DAX gained 1%.French CAC 40 increased by 0.8%.just like the British one FTSE 100 (0.8%) Indices from Scandinavian countries were at a premium. In Stockholm, OMX gained 1.4%. It seems that investors from Poland and Sweden will be in a better mood and will support their teams during Tuesday's match to advance to the World Cup..
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A surge of optimism was visible on Wall Street. After three declining sessions on Technology Tuesday
The Nasdaq gained 1.8 percent.and a broad index The S&P 500 was up about 1.3%. At the same time, we observed a weakening of the American currency – the euro strengthened against the dollar by over 0.5 percentto the level $1.1522.
The Trump effect
The latest news from Washington turned out to be the key fuel for market bulls. President Donald Trump suggested on social media his readiness to end hostilities with Iran without a hard condition to open the Strait of Hormuz. This sudden change of position was perceived by investors as an opportunity to quickly de-escalate the conflict that had been freezing the mood on the stock exchanges for weeks. Secretary of State Marco Rubio confirmed that behind-the-scenes talks with Tehran were ongoing, which further calmed the situation on the raw materials market.
However, experts point out that the mood is highly volatile, which results from the unpredictability of the messages coming from the White House.
“The market is oversold and this, combined with potentially encouraging news, helped shape the rebound we saw on Tuesday. In recent weeks, we have repeatedly observed Trump making encouraging comments, but then this optimism weakened again, he says Fiona Cincotta, senior market analyst at City Index.
Domestic specialists speak in a similar tone. – It seems to me that the market probably wants to discount positive scenarios again. Today, there was a big reaction to Trump's entry, which wrote that he was already finished with the war with Iran. It's like this all the time. This is the level of information and decision-making chaos. These movements, several percent, are the result of an analysis of the sentiment of a given Trump entry or a given statement – Konrad Ryczko, an analyst and broker at DM BOŚ, told PAP Biznes.
It is worth noting that Asia has been hit so far, where the stock exchanges are closed when positive news appears on the market, but are open when, after the closure of trade in the US and Europe, the narrative about the war in the messages changes to negative. As a result, on Tuesday the Nikkei 225 fell by 1.58%, the KOSPI fell by 4.26%, and the Nifty 50 fell by 2.14%.
Raw materials and energy on the offensive
In the portfolio of the largest companies, raw materials and clothing entities led the way. KGHMcarried by increases in copper and silver prices on world markets, gained 2.53 percent He was also stable Orlen (1.34%)despite reports by the Minister of State Assets, Wojciech Balczun, about ongoing work on a tax on excess profits (so-called windfall tax) related to fuel prices.
In the energy sector, we observed a continuation of the rally in the company's shares Tauronwhich after Monday's increase by almost 14% on Tuesday added another 3.27 percent. Investors positively welcomed the results for 2025 and the announcement of the intention to regularly pay dividends. After the morning correction, they also turned positive Enea (2.5%) and PGE (0.19%).
The debt collection giant was also among the growth leaders Kruk (3.6%) and representatives of the trade sector: LPP and Modivo each gained over 3%. The session on the company's shares was interesting Dino. After Friday's dramatic drop of nearly 19%. and a slight rebound on Monday (0.7%), the rate on Tuesday also showed great resistance to the wave of optimism and ended the day with an increase of 0.94%. The news of the day for retail companies was the Central Statistical Office's report on inflation in March, which, however, was lower than forecast, boosted only by the increase in fuel prices, which “yet” (?) did not translate into other categories. It also fared worse among blue chips Frogwhose price gained 0.41%. and next to PGE it was the weakest in WIG20.
Hot on the broad market: a tender offer for WP Holding and the Sfinks rally
Trading on the broad market brought a lot of excitement. He became the absolute hero of the session WP Holdingwhose shares shot up by 23.83%. to the level of PLN 58.20. This is a reaction to the agreement with the main shareholders regarding the tender offer for the sale of all remaining shares of the company at a price of PLN 59 per share. The price rebounded from a several-year low of PLN 46. In May last year, the price for WP shares was over PLN 100, and two years ago, in May 2024, it was close to PLN 130.
The company's shareholders also had reasons to be happy Sfinks Poland. The price of the restaurant holding increased 40.70 percent
(latest transactions at PLN 0.56), responding to an offer from a foreign fund from Malta interested in acquiring the Sphinx chain. Recently, Sfinks Polska share prices have been climbing after three-year lows. On the other hand Lubawa gained 2.36 percent. after the publication of estimated results for 2025, indicating an over 25% increase in net profit.
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