Today the deadline for another Trump ultimatum expires
Among the most important information – today the deadline for another Donald Trump ultimatum expires, threatening to destroy all Iranian power plants and bridges if the Strait of Hormuz is not opened. Tuesday morning on the exchanges therefore passes with an attempt to discount incoming information, and market sentiment remains mixed. Yesterday’s session on Wall Street ended with gains in the main indices, which for the S&P 500 and Nasdaq Composite meant the fourth consecutive up session.
Nevertheless, oil prices continue to rise (both Brent and WTI remain above 110 USD per barrel), and futures contracts on the main European indices remain largely unchanged relative to benchmark rates, so the start of the session on the Warsaw Stock Exchange may be neutral.
In today’s macroeconomic calendar there are no readings on the domestic economy. Investors may pay attention to the final readings of PMI indicators for the services sector in the largest economies and data from the United States, including preliminary readings of orders for goods in February.
In addition, further appearances of Federal Reserve representatives are planned. More interesting publications will flow in the coming days (including U.S. inflation and GDP), and domestic investors will gradually prepare for the RPP decision on interest rates (Thursday). This will be the second RPP decision in the face of rising oil prices after the outbreak of war in Iran (at the last meeting on March 3-4, rates were cut by 25 basis points).
WIG in the daily layout
Events in companies
MEDINICE Introduction to trading on the Warsaw Stock Exchange of 110,000 L2 series shares, 176,643 L3 series shares, 1,304,348 N series shares.
WIELTON NWZA regarding the increase of share capital through the issuance of ordinary shares of series H, removal of redemption rights and amendment of the statute.
Company statements
DEVELIA
1. Develia’s net profit in Q4 2025 was 136.4 million PLN. PAP Business consensus expected 114.5 million PLN profit.
2. Develia entered into a preliminary agreement with Gdansk Development Holding N.V., created by two Belgian developers: Alides and Revive, concerning the acquisition of 100% of Stocznia Cesarska Development, a perpetual user of the property comprising the former Stocznia Cesarska in Gdańsk.
ENERGA The extraordinary general meeting of Energa shareholders decided to increase the company’s share capital by 3.01 billion PLN to 7.5 billion PLN.
ORLEN The supervisory board of Orlen announced a competition for the CEO and board members.
SANOK Sanok Rubber Company invites offers to sell up to 3,696,264 shares, representing no more than 13.75% of share capital and votes on WZ. The proposed purchase price is 21.50 PLN per share.
TEXT Text estimates that in Q4 of the 2025/26 fiscal year (January - March 2026) the monthly recurring revenue (MRR) of the group was 6.93 million USD.
UNIBEP Unibep signed a conditional contract for the implementation of a hotel facility with a commercial-service part on Kolejowa Street in Wrocław under a general contractor system.
XTB NWZ XTB, convened on May 8, will decide on the creation of a motivational program for all employees and authorize the board to acquire treasury shares under the MRT motivational program for the 2025 settlement.
Technical analysis signals
CREOTECH Another white candle on high volume sets a historical high, indicating a continuation of the rally.
SELVITA The share price broke the medium-term trough at 30.5 PLN. The next one is at 26.5 PLN.
VOXEL Another black candle on high volume brings the price to new medium-term correction lows. The nearest trough is at 83.8 PLN.
ENEA (weekly chart) The share price reached a historical peak from 2009 at 26.8 PLN with a white weekly candle on medium volume.
BIOCELTIX A white candle on clearly increasing volume, preceded by a bullish gap, starts a bullish impulse. The nearest resistance is at 88.5 PLN.
