The biggest contributors to the index's rise were Cyfrowy Polsat, whose shares gained 6.06%, Asbis, which ended the day up 7.36%, and Synektik shares, which gained 3.55%. Investor activity remained limited due to the Independence Day holiday in the US and the absence of trading on those markets. The main European markets also saw gains. The German DAX rose 0.78% on Friday, reaching a historically high closing level. The French CAC40 rose 0.39%, and the British FTSE250 gained 0.52%. Friday's macroeconomic calendar also included releases from France and Italy. In France, industrial production fell 0.1% in May, and the index was 46.8 points in June. In Italy, the services PMI rose to 50.2 points, while retail sales increased 0.2% in May on a month‑on‑month basis. The most important driver for global markets remained the US labor market data released the day before, showing that only 57,000 new non‑farm jobs were added in the US in June.
Monday will start with the release of German industrial orders for May. The market expects a rebound after a weaker previous month. Before noon we will see the July Sentix index depicting investor sentiment in the euro zone. Then data on producer price inflation (PPI) and retail sales for May will be released, showing whether price pressure in the manufacturing sector remains. In the afternoon, market attention will shift to the US, where PMI and ISM indices for services will be published. In the evening, markets will watch the speech by Philip R. Lane of the European Central Bank for guidance on the future path of interest rates.
WIG20 and mWIG40
Budimex The highest‑rated bid in the tender. Budimex’s offer of 323.37 million PLN net was the top bid for the modernization of the "Czajka" wastewater treatment plant in the sediment management sector. The project completion date is 40 months from the contract signing.
CD Projekt Exceeded 40 million copies sold. CD Projekt sold 40 million copies of the game "Cyberpunk 2077" by 3 July 2026. The figure includes the base game and the Ultimate Edition. In November 2025 the company reported that "Cyberpunk 2077" had sold 35 million copies.
Enea Spin‑off of the company. The extraordinary general meeting will decide on the division of Enea by transferring the organized part of the business dedicated to electricity and gas trading to a 100% subsidiary, Enea Power&Gas Trading. In November the supervisory board approved the decision to adopt the division resolution.
Inter Cars Monthly revenue. Inter Cars Group had 2.0367 million PLN in revenue in June 2026, an 18.1% year‑on‑year increase. Cumulatively, from January to June 2026, the group had 11.2114 million PLN, an 11.9% year‑on‑year rise.
KGHM New strategy and mine construction plan. KGHM expects an adjusted EBITDA of 12 billion PLN per year from 2026‑2030 and an EBITDA margin of 25.6%. The group plans investment outlays of over 32 billion PLN and aims to keep copper production at 730 thousand tonnes.
KGHM signed a letter of intent regarding the potential extraction of polihalite in the Puck Bay area. The Mieroszyno deposit is expected to contain 300 million tonnes of ore. Full production is projected to start in about 12‑14 years.
Orlen Orlen will issue bonds of series E with a total nominal value of 750 million euros. The bonds will be unsecured and carry a fixed interest rate of 3.75% per year. The final book of demand included orders for over 1.6 billion euros.
SWIG80 and others
Astarta Considered asset sale. Astarta Holding is considering selling Chernihiv Eko Plus. The potential divestment includes agricultural land and related farming infrastructure. The company wants to focus on regions offering higher profitability. The final agreement has not yet been signed.
Boś Board change. The supervisory board of the Environmental Protection Bank appointed Marcin Liberadzk and Tomasz Mironczuk as vice‑presidents on 6 July.
EkoPark Significant agreement. The subsidiary signed a ten‑year EPC contract for photovoltaic installations, energy storage, and heat pumps. The project CAPEX is about 46.024 million PLN.
Helio Estimated revenue. Helio expects that in the fourth quarter of the 2025/2026 fiscal year (April‑June 2026) sales revenue will be about 129 million PLN versus 97.2 million PLN in the same period last year. This represents a roughly 33% increase, but the company cautioned that this momentum should not automatically translate into profit growth.
Liftero Related party transaction. The company received notice of a share sale by a person closely related to a supervisory board member.
Lokum Deweloper Sales and handovers. Lokum Deweloper sold 50 units in Q2 2026 versus 34 units in the previous year. The group recorded 73 units in this period versus 24 units in the same period last year. By the end of Q2 2026 the group had 35 reservation contracts.
Toya Share buyback. Toya, as part of a tender, purchased 8.754 million shares, representing 11.67% of the share capital, at 10 PLN per share. The reduction rate was 17.59%.
Vigo Photonics Production investment and contract. Vigo Photonics plans to purchase equipment worth about 50 million PLN, enabling production capacity of roughly 500 infrared matrices per year. The production line should be ready by mid‑next year, so the company will have full capacity in 2027. Vigo Photonics signed a strategic framework agreement with a Polish optoelectronic manufacturer for the defense sector. The contract covers InGaAs detector supplies for armed forces vehicles. The estimated contract value is 10.6 million PLN.
