Large companies were taken at the session on October 7, 2025. Banks and KGHM have fueled WIG20, JSW from MWIG40 again
The Tuesday session on the WSE on October 7 passed on the increases of the exchange rates of the largest companies gathered in the WIG20 index. The qualities of KGHM were taking once again, but a clear demand also appeared at banks' shares. Again, the JSW course, whose energy, according to the announcement, will not leave without support.
It was another quite poor day in the publication of macroeconomic data, although one can mention the published weak data on orders in the German industry. Soon, investors' interest will be aroused by the public speeches of FED representatives (President Powell on Thursday) and EBC (President of Lagarde on Tuesday). On Wednesday, however, we will know the decision of the Monetary Policy Council, which on Tuesday began a two -day meeting.
The sentiment was mixed on the stock market. The reference limits were German DAX, French CAC40 and the British FTSE100. Slightly under the line there were indexes for Wall Street, retreating from the records of all time, resulting from a boom for artificial intelligence. Against them, the WSE looked strong, but only in relation to the largest companies, i.e. those that are most interested in foreign capital.
At the end of the session, WIG20 gained 1.11 percent And behind the Hungarian Bux and Russian RTS was the strongest main index in Europe. With the increases of the Turkish bist100, this may indicate basketball purchases of shares from emerging through abroad. Especially since the lower market segments did not give birth so well. mWIG40 lost 0.09 percent, and SWIG80 dropped by 0.11 percent, which resulted in an increase in WIG wide by 0.75 percent. The turnover on the Main Square exceeded PLN 1.73 billion, of which PLN 1.45 billion concerned companies from WIG20.
Among the largest companies, traditionally, with larger index movements, the driving force was the demand on banks and financial companies. By 3.04 percent PZU shares increased, and 2.46 percent Pekao shares. In addition, mBank gained 1.98 percent, Alior 1.66 percent, Santander 0.85 percent, and PKO 0.38 percent at the highest market turnover (PLN 227 million). It is worth adding that exchanges for PLN 168 million concerned Pekao, and over PLN 112.47 million on PZU shares. WIG-Banki himself gained 1.17 percent on Tuesday
The second driving force of the growth was the KGHM exchange rate (2.42 percent), which reached the level of PLN 178. There, investors concluded transactions at PLN 171.8 million. In turn, at over PLN 119.7 million, he gained an Orlen exchange rate (1.89 percent), adding its significant contribution to WIG20 increases as the heaviest company in the index.
It is worth mentioning that from WIG20, the Citi analyst reduced the recommendation for the Pepco Group (2.01 percent) to “neutral” with “Buy”, setting the target price of this company's shares at PLN 29. The course finished the session at PLN 26.90. In total, as many as 14 companies increased in WIG20, and only 6. It was under the line.
In the second line, the third in a row session passed the JSW exchange rate (3.44 percent), which makes up for losses after last week's sale in response to results and the risk of fluidity loss in March next year. According to “Parkiet”, the Ministry of Energy announces that it will not leave JSW without support. One of the ideas is including miners from JSW in a package of shields intended for employees of Polish mines as part of the completed draft amendment to the Mining Act. “Behind the inclusion of JSW are the Ministry of Energy and the Ministry of State Asset (ownership supervision over the company). For now there is the Ministry of Finance, which is struggling with the budget deficit,” writes Tuesday's “Parkiet”.
Without Fiesta, it was at the MedicalGORITHMICS exchange rate (1.2 percent), which the company estimates that in the third quarter of 2025 its consolidated sales revenues amounted to a total of PLN 7.2 million, which means an increase of 38 percent. rdr. In turn, the Boombit Group (-1.51 percent) recorded in September 2025 sales revenues at PLN 14.78 million, which means a 5.6 percent decrease. MDM. The Ten Square Games course (-1.19 percent) withdrew, although after information that “Real Combat Simulator” had its global premiere, for which the Rortos studio from the Group is responsible for the production, the course did a part of the previous discount.
Michał Kubicki
