WIG20 closed the day at 3690.01, up 0.42%. WIG rose 0.37%, mWIG40 0.34%, while sWIG80 fell 0.16%. In sector terms banks supported the market, with the clothing sector standing out, gaining 2.17% on Monday. Macro data released during the Monday session supported a picture of mild improvement in activity in Europe and a stable, though slightly slower, dynamic in U.S. services. In Germany industrial orders rose 1.9% month‑on‑month in May, above the consensus of 1.5% and after a 3.2% drop the previous month. In the U.S. the ISM services index fell to 54.0 in June from 54.5, remaining clearly above the 50‑point threshold that separates expansion from contraction. On foreign markets the session did not provide a clear direction on the main indices. The German DAX ended the day with a modest rise and a new high, helped by better‑than‑expected industrial data. On Wall Street sentiment was noticeably better, with the S&P 500 up 0.72% yesterday and the Nasdaq Composite up 1.12%. The semiconductor segment performed particularly well, supported by Broadcom shares after positive news about extending its partnership with Apple.
The Tuesday session in Europe may start in a more cautious environment, despite the positive close on Wall Street. This is due to deteriorating investor sentiment in Asia, where after Samsung’s earnings forecast the market began to question the sustainability of the current trend in the memory and AI infrastructure market. The most important macro release for European investors will be May industrial production in Germany. Consensus expects a 0.2% month‑on‑month increase after a 0.4% rise the previous month.
WIG20 and mWIG40
Allegro The strategic logistics partnership between Allegro and Arvato, a logistics services company for e‑commerce and omnichannel, signed a long‑term agreement for comprehensive logistics support of the One Fulfillment by Allegro project. As part of the cooperation, Arvato will launch a logistics centre located in Dąbrówka near Zgierz.
Bank Pekao The completed euro‑bond issuance by Bank Pekao SA finished the subscription of Tier 2 subordinated euro‑bonds of Series 7 with a total nominal value of €500 million. The reduction rate of euro‑bonds allocated in one tranche was 72.09%. The redemption date for the euro‑bonds is 13 July 2037.
Dom Development In Q2, Dom Development Group sold 1,221 net units, including 539 in Warsaw, 351 in the Tricity, 187 in Wrocław, and 144 in Kraków. The company delivered 703 units during that period. In the first half of 2026 the group delivered 1,976 units to retail customers, 24% more than in the same period in 2025.
Erste Bank Polska The MREL decision sets the minimum requirement for own funds and qualifying liabilities (MREL) for the Erste Bank Polska group at 15.36% of the total risk exposure (TREA) and 5.91% of TEM.
KGHM The new strategy and dividend policy of KGHM aims to be a dividend‑paying company, and the investment outlays planned in the strategy may increase due to potential M&A transactions. KGHM’s strategy for 2026‑2030 assumes investment outlays of over 32 billion PLN.
Synektik Synektik’s first contract in the Baltic states was a supply agreement for the Da Vinci robotic system to the University Hospital Clinic in Kaunas, Lithuania. This is the group’s first contract to supply medical equipment to the Baltic market. The contract value is €5.46 million.
SWIG80 and others
Answear.com Estimated quarterly revenue Answear estimates that sales revenue rose 9% year‑on‑year in Q2 2026 to 435 million PLN. In the first half of the year revenue rose 8.2% year‑on‑year to 814 million PLN. Online sales in Q2 2026 grew 11.5% compared to the same period in 2025, reaching 438 million PLN. Online sales in the first half of 2026 grew 8.6% year‑on‑year to 787 million PLN.
Bio Planet Bio Planet’s sales growth forecast shows 167.9 million PLN in the first half of 2026, up 9% year‑on‑year. The company expects similar results for the full year and anticipates an acceleration in growth in Q3 2027 after launching packaging plants in Leszno.
BoomBit BoomBit Group reported sales of 17.4 million PLN in June 2026, a 9.1% year‑on‑year increase and a 6% decline compared to the previous month. The company noted that the five largest titles recorded a 4.5% month‑to‑month decline, generating a total of 8.42 million PLN in revenue, each exceeding 1 million PLN.
Elektrotim The tender offer Elektrotim’s total net offer of about 46.7 million PLN was selected as the most favourable in the procurement conducted by PGE Distribution SA Białystok Branch for construction and installation works related to the reconstruction of the 110 kV line. The planned completion date is 24 months from the contract signing.
Inpro Quarterly sales Inpro Group sold 158 units in Q2 2026, the developer said in a statement. During that time the company delivered a total of 89 units.
