mWIG40 rose by 0.23%, and sWIG80 fell by 0.47%
In response to this information, the mid-day session on the Warsaw market opened under the pressure of global sentiment, but in the second part of the day the scale of the discount was limited. WIG20 ended its trading with a decline of only 0.05%, although during the day the index had lost much more.
The broad WIG fell by 0.06%, mWIG40 rose by 0.23%, and sWIG80 fell by 0.47%.
A local macroeconomic event was the decision of the Monetary Policy Council, which, as expected by our economists, left interest rates unchanged, and the reference rate remains at 3.75%.
DAX and CAC40 lost more than 2%, and FTSE250 more than 1.5%
In the evening, a protocol from the June Fed meeting was also released. The document showed that some FOMC members are increasingly concerned about entrenched inflation and are willing to raise interest rates. On foreign exchanges, investors clearly avoided risk.
At the close of the Warsaw session, the German DAX and French CAC40 were down more than 2%, and the British FTSE250 fell more than 1.5%. Wall Street had no single direction. Earlier losses were made up by the Nasdaq Composite, which closed 0.20% above the bar, and the S&P500 fell slightly by 0.28%.
Thursday's trading will likely start under conditions of still elevated market volatility. Sentiment after yesterday's session will remain largely dependent on information from the Middle East and oil price behavior.
Asian markets in the morning were recovering some losses, mainly thanks to the rebound of the semiconductor sector. At the same time, Brent oil remains around $78-79 per barrel, which may sustain investor sensitivity.
In the macroeconomic calendar, the market will pay attention mainly to US data and central bank communications.
WIG20 and mWIG40
Allegro The reach of the Allegro shopping platform remained the leader among shopping platforms in June – according to a Mediapanel study. The second was Temu. Allegro had 18.36 million users and 61.23% reach.
Auto Partner Estimated revenues of the Auto Partner Group estimate that in June 2026 the group generated PLN 439.5 million in revenue, an increase of 15.1% YoY. The company also estimates that in the cumulative period from January to June 2026 the Auto Partner Group's revenues will be about PLN 2.46 billion, which compared to the same period in 2025 represents an increase of 11.04%.
Bank Millennium The reserve for foreign currency loans Bank Millennium estimates the value of reserves for legal risk related to foreign currency mortgage loans granted by the bank, created in Q2 2026, at PLN 156 million. The value of reserves for legal risk related to the portfolio of foreign currency loans granted by the former Euro Bank, expected to be created (but without affecting the financial result), is estimated at PLN 24 million.
Creotech Instruments Connectivity with the Creotech Instruments satellite achieved two‑way communication with the first launched satellite "Mikroglob1" and received telemetry data regarding the satellite's subsystems. The satellite was launched by a SpaceX Falcon 9 rocket – Space Exploration Technologies Corporation – as part of the Transporter‑17 mission on July 7, 2026.
Develia Develia's sales of units in the first half of 2026 sold 1,752 units compared to 1,699 units in the same period in 2025. Deliveries in this period were 2,572 units compared to 1,193 in the first half of 2025. Develia Group companies have 125 reservation agreements, whose conversion into development agreements is planned for the next period.
SWIG80 and others
11 bit studios The sale of the game by 11 bit studios sold 1 million copies of the game "Frostpunk 2". The game debuted on September 20, 2024, on personal computers.
Grodno Estimated profits of Grodno estimate that the consolidated net profit in the fiscal year 2025/26 was PLN 11 million, while the previous year recorded a PLN 22.9 million loss. According to estimates, EBITDA was PLN 32.3 million versus a minus PLN 7 million EBITDA in the previous fiscal year, and the EBIT result was PLN 21.5 million versus a negative result the previous year of PLN 17.5 million.
Scanway Backlog Scanway backlog, together with contracts awaiting formalization, exceeded PLN 130 million.
Trakcja The bid selected in the tender by the General Directorate of National Roads and Motorways chose Trakcja as the contractor for the Sztum bypass on national road no. 55. Trakcja's bid for the task was PLN 218.4 million.
VIGO Photonics Estimated revenues of VIGO Photonics in Q2 2026 were PLN 34.7 million consolidated revenues, which means an increase of 70.8% YoY. This is the highest quarterly result in the company's history. Total consolidated revenues of VIGO Photonics in H1 2026 were PLN 54 million (+27% YoY), and the sales value of detectors and detection modules in that period was PLN 48.7 million (+24% YoY), and semiconductor materials PLN 5.3 million (+75% YoY).
Wielton Vehicle registrations of Wielton registered 1,647 trailers and semi‑trailers in the period January‑June, 16.3% more YoY. The company's market share was 14.50% versus 13.78% the previous year.
