Technological rebound in the USA and awaiting June inflation in the country
On the other hand, on Sunday the United States and Iran agreed to suspend mutual attacks and meet on Tuesday in Qatar’s capital, Doha, to continue talks. Concerns about the durability of the previously agreed ceasefire affected the oil price by about 1.5% and slightly overvalued precious and industrial metals. Western European stocks also lost minimally. This mood was reflected in a 0.26% drop in the WIG20.
However, it does not change the situation on the blue‑chip chart, which consolidates below 3,600 points. The session overseas was decidedly better. After Friday’s undervaluation, tech stocks rebounded strongly (Nasdaq100 +2.1%), also supporting the broad S&P500 index. A slightly positive signal of market risk appetite was the weakening of the U.S. dollar – the EUR/USD rate rebounded by 0.3% and returned above 1.14.
Today the GUS will publish the preliminary CPI inflation estimate for June. BNP Paribas economists forecast that consumer price dynamics have slowed again and ended the month at 2.7‑2.8% year‑on‑year. Although on June 16 higher excise tax rates on gasoline and diesel were reinstated, which, ceteris paribus, raised fuel purchase costs by about 5%, this increase was offset by rapidly falling global oil prices. We expect that despite tax changes, fuels could have cooled by about 6‑7% in June. On Wednesday the May PMI for the Polish industrial processing sector will be presented. BNP Paribas economists expect the index to rise close to the threshold level of 50 points, aided by orders placed under the EU SAFE program.
WIG20 and mWIG40
Erste Bank Polska Credit notes for Erste Bank Polska mortgages assess that in Q2 2026 the impact of changing the risk estimate related to the portfolio of foreign‑currency mortgages on pre‑tax profit amounts to 438.4 million PLN.
Mo-Bruk The general meeting of Mo‑Bruk shareholders decided to pay a dividend of 15.23 PLN per share – the company announced in a statement. The dividend date is July 30 2026, and payment will occur on October 5 2026. Shareholders also decided on a motivational program for 2026‑2030. The program consists of three three‑year tranches, with the reward for achieving targets being the right to acquire up to 175,650 Series D shares. Financial targets are defined as cumulative results over three‑year periods, and the market condition requires a return on shares of at least 30 pp in the first period to 50 pp in the third period, higher than the WIG index dynamics. The program is divided into three aggregated tranches. Eligibility depends on achieving financial targets (EBITDA and net profit per share), which increase progressively. For 2026‑2028 the cumulative EBITDA is at least 174.57 PLN, and cumulative net profit at least 109.7 PLN per share. An additional safeguard is the requirement to maintain a safe debt level (net debt to EBITDA ratio below 3×).
PGE, Tauron, Cogeneration Auction URE offers submitted by PGE Energy Heat, Tauron Production and the Wrocław Power‑and‑Heat Plant Group won the cogeneration premium auction conducted by the Energy Regulatory Office president from June 22‑24. According to the Office president, the cogeneration premium indicated in the winning bids ranges from 210.00 PLN/PLN/MWh to 220.00 PLN/MWh. The cogeneration premium is an additional payment for electricity generated, fed into the grid, and sold from high‑efficiency cogeneration.
PKO BP The general meeting of PKO BP shareholders decided to pay a dividend of 6.14 PLN per share from 2025 net profit. The record date is August 5, and payment is on August 13 2026.
Torpol Potential changes in the shareholding: The State Treasury intends to decide in July on the future of Torpol, in which it holds shares – PAP Business reported. Piotr Malepszak, Deputy Minister of Infrastructure, government delegate for CPK, added that interested parties have emerged to buy Torpol shares.
SWIG80 and others
Agora The Agora dividend will allocate 23.29 million PLN from 2025 net profit, giving 0.50 PLN per share. The record date is July 6 2026, and the dividend payment date is July 20 2026.
Bio Planet Share issuance: The company issued 22,328 Series E shares at an issue price of 32 PLN each, and the total proceeds from the Series E share issuance were 714.5 thousand PLN.
DGA The general meeting of DGA decided to pay 202.6 thousand PLN in dividend from 2025 net profit, giving 0.2 PLN per share. The dividend date is July 15 2026, and payment will occur on July 31 2026.
Ekopol The general meeting of Ekopol Górnośląski Holding decided to allocate 748.2 thousand PLN for dividend payment, giving 24 cents per ordinary share and 36 cents per preferred share. The record date is July 14, and payment is on July 28 2026.
Ipopema Securities The general meeting of Ipopema Securities decided to allocate the entire 2025 net profit of 18.03 million PLN for dividend payment. The dividend date is July 7, and payment will occur on July 14 2026.
Kino Polska The Kino Polska shareholders decided to pay about 23.4 million PLN in dividend from 2025 net profit, giving 1.18 PLN gross per share. Shareholders eligible for the dividend will hold shares on August 21 2026, and the dividend will be paid on August 28 2026.
LSI Software The ordinary general meeting of LSI Software decided to allocate 5.33 million PLN for dividend from 2025 net profit, giving 2 PLN per share. Dividend payment will occur in two equal tranches of 1 PLN gross per share. The dividend date is July 15. The first tranche payment is set for August 17 2026, and the second tranche payment on October 15 2026.
Makarony Polskie The general meeting of Makarony Polskie decided to pay 0.75 PLN dividend per share from 2025 net profit. The dividend date is July 15, and payment will occur on July 30 2026.
Makolab The general meeting of Makolab decided to pay 1.54 million PLN dividend from 2025 net profit, giving 0.22 PLN per share. The dividend date is July 10 2026, and payment will occur on July 24 2026.
Sanok Rubber Company The general meeting of Sanok Rubber Company decided to allocate 27.4 million PLN for dividend from 2025 profit, giving 1.2 PLN per share. The dividend date is September 10, and payment will occur on September 24 2026.
Scanway Share sales in ABB and share issuance: Scanway shareholders – Jędrzej Kowalewski Family Foundation, Podgórscy Family Foundation in the organization and Michał Zięba in the accelerated book‑building process – sold 263,500 Scanway shares at 290 PLN each. A subsequent issuance of up to 209,000 new shares is also planned, which will be offered to selling shareholders at an issue price equal to the ABB share sale price (290 PLN). After registering the capital increase through the issuance of Series I shares, already issued under the 2023‑2026 motivational program and through the new share issuance, the sold shares will ultimately represent 13.74 % of the share capital and voting rights in the company.
SFD The general meeting of SFD decided that 1.76 million PLN will be paid as dividend, giving 0.04 PLN per share. Shareholders set July 7 2026 as the record date and July 14 2026 as the payment date.
