The biggest surprise of June’s top picks? The lineup was missing CD Projekt.
CD Projekt and Inter Cars out of the picture. Analysts lose patience
Investors and analysts lost patience after May’s disappointment – the news that the third DLC for “The Witcher 3” will debut only in 2027 caused a chill, and the price fell almost 12% in a month.
The list also dropped the construction firm Unibep (down almost 9%) and Inter Cars. In the case of the latter, the farewell was in good spirits – the company has risen by 42% since the beginning of the year and simply hit its projected growth target. On the short‑position list, expected to decline, remained unchanged Arctic Paper and the struggling JSW.
Chart. CD Projekt share price
Source: TradingView.
See also: Will competitor CD Projekt’s shares soar? The company will soon reveal details of a new game
Tech predators: Cloud Technologies and Vercom on the offensive
DM BOŚ analysts this time put a strong emphasis on innovation. Cloud Technologies joined the top picks. Why? A data sales explosion.
Although the market expected dynamic growth, reality exceeded expectations – the company recorded a spectacular 58% year‑over‑year increase. The main driver turned out to be the new Data Curation service.
As Tomasz Rodak of DM BOŚ notes, previous forecasts for the company were too conservative. Moreover, the macroeconomic situation is highly favorable. The USD/PLN rate broke the downtrend line and reached its highest levels in over a year. Because Cloud Technologies earns 80‑90% of its revenue in USD, a strong dollar directly pumps up its financial results.
The second tech sure thing is Vercom. The software sector is breathing again, and the company’s business model shows exceptional resilience to the frenzy around “vibe coding” and autonomous AI agents that heavily hit the traditional software market.
Vercom plays long‑term: at the start of Q3 the first price hikes in three years are announced for MailerLite. Additionally, the management is preparing a new cybersecurity product.
See also: Stock Exchange: CD Projekt shares await news. Today is the anniversary of The Witcher 3! What does CDR hide?
The great return of Modivo and the corporate rally of Bank Handlowy
The long‑position list also includes entities betting on a strong rebound in Q2 2026. Bank Handlowy convinced experts with a clean table in the retail segment – a complete exit from traditional retail banking eliminated legal risks and customer disputes. Now only strong volume growth in the corporate segment and online retail matters.
Meanwhile, Modivo’s entry onto the favorites list is a classic bottom‑catching scenario after a brutal discount.
Modivo’s shares fell 70% over the year, but the Q1 report and solid forecasts gave a boost to a 25% rebound.
Sylwia Jaśkiewicz of DM BOŚ points out that the market over‑blew this stock, and a thorough annual audit reduces the risk of surprises in the books. However, remember the risk: net exposure to debt is a massive 3,2 billion PLN, which, combined with expanding retail space, forces a ride on thin ice.
See also: Will CD Projekt shares ignite the WSE? The market heats up with new rumors of a mysterious DLC for The Witcher 3!
Buybacks and recruitment: Toya and Grupa Pracuj catch the wind
The top twenty favorites of DM BOŚ also include Toya and Grupa Pracuj. Toya launched a rocket in the form of a share buyback program – it plans to acquire up to 8.7 million shares at PLN 10 per share. Before the buyback announcement the price was PLN 8.50, and the current rise to around PLN 9.40 shows that the premium is melting quickly.
Grupa Pracuj is a bet on economic revival. As the leading online recruitment platform in Poland, the company is an ideal litmus paper for the labor market, and its modest valuation attracts capital looking for a rebound in employer spending.
See also: Shares of oil giants fall! Trump shakes the oil market. Investigation announced
Source: StockWatch.
