Shares of CD Projekt (+3.56%) and Modivo (+3.40%) also performed well. Only Dino ended the day on the negative, losing 1.07%. Clear gains were also noted by mid-cap companies, whose index rose 1.41%, while the sWIG80 performed slightly weaker, up only 0.28%. Positive sentiment also prevailed on European exchanges. The German DAX rose 2.02%, and the French CAC40 gained 1.65%.
On Wall Street, the session was marked by a rotation of capital from the technology sector towards traditional market segments. The Dow Jones rose 1.14% and set a new historical high, the S&P 500 closed unchanged, while the Nasdaq fell 0.80%.
Strong pressure remained on semiconductor manufacturers, where Micron's shares fell 5.45% and Sandisk 14.23%, extending the discount started during Wednesday's session. Yesterday we saw data from the U.S. labor market. In June, non-farm employment increased by only 57,000 jobs versus an expected rise of about 110,000. At the same time, the unemployment rate fell to 4.2% from 4.3%, and wage growth was 3.5% year‑over‑year.
The clear slowdown in employment growth reduces the likelihood of a rate hike by the Fed at its next meeting. In response to the report, U.S. bond yields fell, the dollar weakened, and capital flowed into riskier assets.
Due to the Independence Day holiday in the U.S. and the absence of trading on those markets, Friday's session is expected to run with noticeably lower investor activity. After strong Thursday gains in Europe, profit taking is possible, although the weak dollar and falling U.S. bond yields may still support emerging markets.
WIG20 and mWIG40
Dino Polska Operational data: Dino Polska opened 148 new stores from January to the end of June 2026. By the end of June the network had 3,176 stores versus 2,835 a year earlier. The sales floor area of Dino stores was 1,258.7 thousand m² versus 1,120.2 thousand m² a year ago.
Erste BP The intra‑group transaction: Erste Bank Polska estimates that the positive impact of the change in ownership structure of Erste TFI on the consolidated net result will be about 540 million PLN. The bank stated that it decided to sell one share of Erste Investment Funds to a group entity of Erste Group Bank AG at a price of 2,924 euros. As a result of this transaction, the bank will hold 67,499 TFI shares, representing about 49.999% of Erste TFI shares.
Text Estimated revenue: In the first quarter of the 2026/27 fiscal year, the estimated value of monthly recurring subscription revenue (MRR) of the Text group from all product subscriptions was 7.46 million USD at the end of June 2026, indicating a 4% year‑over‑year increase.
SWIG80 and others
Atrem Offer selection: The Atrem offer, with a total value of 59.48 million PLN gross, was chosen in the Enei Operator tender to carry out the tasks listed: "Reconstruction of the 110 kV line Żur – Tuchola – Chojnice Kościerska – Chojnice Przemysłowa – Sępólno – Koronowo Miasto". The tasks are to be carried out in a design‑and‑build mode.
Grodno Estimated revenue: The Grodno Group estimates consolidated revenue in June 2026 at 120.8 million PLN, a 24% year‑over‑year increase. Revenue from the renewable energy segment rose 22% year‑over‑year to 32.4 million PLN, and e‑commerce revenue was 21.4 million PLN, 49% higher year‑over‑year. In the period April‑June 2026 the company recorded 367 million PLN in revenue, 23% higher year‑over‑year.
Marvipol Development Operational data: Marvipol Development sold 123 units in the second quarter of 2026, with a total value of 121.5 million PLN. The number of units issued at that time was 16, worth 22.1 million PLN. Since the beginning of 2026, Marvipol Development has sold 273 units worth 225.1 million PLN.
MedTech Solutions Implementation: MedTech Solutions, a company developing medical technologies for the health sector, signed an agreement for the first Polish test implementation of the MISSO robotic system at the Mazowiecki Specialist Hospital in Ostrołęka.
MOL Bond issuance: MOL Group conducted a five‑year bond issuance in Poland worth 850 million PLN. It was indicated that the proceeds from the issuance will support the group's overall financial needs.
Movie Games Sales data: Movie Games sold 25,379 copies of the game "Drug Dealer Simulator 2" on PlayStation 5 and Xbox Series X and S consoles within 14 days of launch.
Quercus TFI Assets under management: The value of assets under management by Quercus TFI at the end of June 2026 rose to 9.6 billion PLN from 9.38 billion PLN at the end of May 2026. The net acquisition in June was +198 million PLN.
Wittchen Estimated revenue: The Wittchen Group's revenue in the second quarter of 2026 was 104.4 million PLN, 7% lower than the same period in 2025. Accumulated, in the entire first half of the year, the group's revenue reached 190.3 million PLN, 8% less than a year earlier. It was indicated that this decline was mainly due to lower retail sales, which amounted to 168.9 million PLN (-9% year‑over‑year), while B2B sales remained stable at 21.4 million PLN (+1% year‑over‑year).
