The return of the Americans to the stock exchange after the break of the break meant an attempt to quickly catch up in the valuation of the suspension until July 9 by the USA duties on goods from the EU. The risk appetite was considerable, which was betrayed by Bitcoin's quotations gaining around the peaks. Indexes on the WSE went through the session at a walking pace, slowing down, after strongly opening the week.
The Memorial Day in the US meant that Wall Street did not have the opportunity to react on Monday to the suspension of US duties on EU goods announced at the weekend. Indexes in Europe, in turn, increased at that time within 1-2 percent, and against them the WIG20 stood out with an increase in 3 %, which, however, could also be influenced by local factors. Tuesday on the WSE brought a session of calming down with a stronger finish. In Europe, Dax stood out this time, gaining about 1.2 percent. At the Wall Street S & P500 returning to trade, he gained 1.5 percent, and Nasdaq greed even more (2 percent).
The risk appetite was considerable, and Bitcoin was again listed above 110 thousand. dollars, which could also be the result of information that US President Trump Media and Technology Group, by issuing shares worth $ 2.5 billion, covered by institutional investors, raised funds to build their own Bitcoin reserves.
WIG20 After a quiet session and a stronger end, it gained 0.78 percent at the end of the day. And he returned after six sessions above the level of 2,800 points. WIG was higher by 0.69 percent, while mWIG40 grew by 0.6 percent, and SWIG80 by 0.28 percent. The rotation in the wide market amounted to PLN 1.65 billion, of which PLN 1.35 billion concerned WIG20.
“After a long weekend, Americans return to trade, so I suppose they will introduce a revival to the market” – commented Kamil Cisowski for PAP for PAP, director of the Di Xelion investment analysis and advisory team. He was not mistaken and the sleeping session on the WSE was just starting the entry to the game of Americans. According to the expert, the market valued the change of President Trump's decision on customs duties on goods from the EU and another factor, which can be an impulse, negative or positive, will be the results of Nvidia, which we will know after closing the Wednesday session in the United States.
In the second half of the day, the WIG20 has already green and the end of the session brought 16 companies from the Blue Chips portfolio. Banks were the driving force of the index and the entire market. Their industry benchmark gained 1.24 percent. In WIG20, PKO (1.66 percent), Pekao (1.54 percent) and leading mBank (1.89 percent) were distinguished in WIG20. Santander (0.51 percent) and Alior (0.61 percent) were slightly behind.
A good second session has a Pepco course (1.86 percent), which makes up for losses after the results and speculations on the sale of the Poundland network for 1 pound. Other companies with WIG20 dealing with retail trade were also in good form. The CCC exchange rate gained 1.23 percent, Dino went up by 1.14 percent. Allegro (0.1 percent), Żabki (-0.17 percent) and LPP (-0.22 percent) fell less less. Let us remind you that on Monday strong data on domestic retail sales showed. In the context of Żabka, it is worth adding that Wood & Co analysts. They issued a “Buy” recommendation with a target price of PLN 27.5.
The KGHM course (-1.14 percent) at stable copper prices presented the least at WIG20. Last week, the company's course recorded a high variability, which was caused by information about government plans to reduce copper mining. President of KGHM Andrzej Szydło said on Monday that changes in the tax on minerals will allow the implementation of strategic projects for KGHM. Kruk's courses reduced by 0.12 percent
On the wide market, there were interesting companies selected by PEJ companies related to the WSE issuers, which are to provide components for the construction of a nuclear reactor. For this reason, among others Mostostal Warsaw share prices (13.66 percent), and for a moment double -digit increases also concerned Feerum (1.38 percent), which, however, could be the result of a mistake.
JSW (-0.74 percent) showed estimated results for the first quarter, and in them another billion loss. The full report with the results below expectations was shown by Benefit Systems (4.79 percent), as well as the Pracuj group (3.29 percent), the result of EBITDA was worse than the consensus of PAP Biznes. The net profit of the dominant unit of Virtual Poland (-8.01 percent) fell in the first quarter of 2025 by 40 %, and the company wants to pay PLN 2.90 dividends per share. The intersport course strongly gained the second day after the announcement of the share capital.
