CD Project, Allegro, Żabka, and Orlen Positive
On the Warsaw Stock Exchange, large companies that stood out positively included the shares of CD Project, Allegro, Żabka, and Orlen. On the opposite side of the market were PZU and KGHM, which lost 2.89% yesterday amid weaker copper prices.
The most important global factor influencing Tuesday’s session was pressure on the entire technology sector. The impetus for the worsening sentiment worldwide was investors’ reaction to Samsung’s results, which, despite a very strong profit growth, did not allay concerns about whether AI‑related company gains will be sustainable.
SanDisk -7.26%, AMD-6.51%, Micron -4.71%
The sentiment could be felt in Europe, where the DAX fell 1.37% and the CAC40 dropped 0.51%.
At the same time during Tuesday’s session we observed a renewed rise in oil prices after negative reports from the Strait of Hormuz.
The weakness in the semiconductor sector also weighed on the United States, where the S&P 500 ended the day down 0.45% and the tech Nasdaq fell 1.16%.
The biggest discount was recorded by Intel, whose shares fell 9.66%.
SanDisk also lost heavily, down 7.26%, AMD, which lost 6.51%, and Micron, which finished the day down 4.71%.
An additional burden was the rise in bond yields, which lowered risk appetite.
The most important event on Wednesday will be the Monetary Policy Council’s decision on interest rates.
The market will analyze not only the decision itself but also the post‑meeting statement for signals about the future direction of monetary policy.
Along with the statement, the results of a new inflation report will be released. That same evening, a protocol from the June Federal Reserve meeting will be published, showing how members assess inflation outlook, the labor market, and future interest rate changes.
WIG20 and mWIG40
AmRest AmRest’s refinancing of the group entered into a refinancing agreement, changes, and extension of the financing agreement’s term. The terms of the refinancing agreement include, among others, an increase in the revolving tranche by an additional amount up to 100 million euros to finance the group’s working‑capital needs.
Orlen The issuance of 7,500 named series E Orlen bonds with a total nominal value of 750 million euros was approved for trading on the regulated market operated by Euronext Dublin. The bonds were issued as part of a global medium‑term bond issuance program.
Rainbow Tours The pre‑sale of the 2026 summer Rainbow Tours offer until June 30, 2026, pre‑sold the "Summer 2026" offer to 511,857 people compared to the pre‑sale of the "Summer 2025" season to 480,351 people in the same period of the previous year, indicating an increase of about 6.6%. It was indicated that the value of the sold offer will be recorded in the company’s sales revenue from April to October 2026.
Ten Square Games Estimated revenue: Estimated consolidated user payments in games, excluding deferred revenue, for the Ten Square Games group in Q2 2026 amounted to 93.1 million PLN. It was stated that in the estimated payment amount of 46.5 million PLN (50%) refers to payments in the game Fishing Clash, 13.4 million PLN (14.4%) refers to payments in Hunting Clash, and 13.7 million PLN (14.7%) refers to payments in Trophy Hunter. In April payments were 30.8 million PLN, in May 32.4 million PLN, and in June 30 million PLN.
SWIG80 and others
Action Estimated June turnover: Action Group estimates June 2026 turnover at about 264 million PLN, an increase of about 8.2% compared to the same period in 2025. As stated in the announcement, the margin achieved by the group in June remains consistently at an estimated 8.61%.
Atal Quarterly volume of transfers: In Q2 2026 Atal transferred 513 premises. In the Silesian Agglomeration it was 155 transfers, in Poznań 94, in Kraków 78, in Łódź 62, in Wrocław 59, in the Tricity 51, and 14 premises in Warsaw. Additionally, the announcement stated that in the first half of 2026 the company will recognize a total of 1,013 transferred residential and commercial premises issued to buyers during that period.
CDRL Dividend recommendation: The CDRL Board recommends to the general meeting a dividend payment of 0.75 PLN per share from the reserve capital created from 2025 profits.
Euvic Framework agreement AI: The subsidiary Euvic – Euvic Solutions – signed a framework agreement with MBA System for the supply of equipment and accompanying services worth over 200 million PLN net.
Huuuge Revenue estimates: Huuuge estimates that in Q2 2026 it generated 50.9 million USD in sales revenue, a decline of about 13% compared to the same period last year.
MLP Group Supplementary bond issuance: MLP Group set the pricing terms for the supplementary issuance of subordinated green bonds with a maturity in 2029, totaling 100 million euros.
Rex Concepts Share issuance: Rex Concepts decided to increase its share capital by issuing 516,128 Series D shares at an issue price of 14 PLN each. Series D shares will be offered to Rex Invest CEE.
Voolt Transformation: As part of the NewConnect‑listed company Voolt, R Ventures II is being created, a listed investment vehicle of Rubicon Partners, which will ultimately be listed on the main market.
