The beginning of the year on the WSE. CD Projekt is worth over PLN 20 billion again

Investors resumed trading on global stock exchanges. They said goodbye to the old year in good mood and with the same attitude they started trading in the new 2022.

Behavior of the Warsaw indices from the last week of last year perfectly fit into the expected growth scenario as part of the “St. Nicholas’ and traditional increases during the last sessions on the calendar. The New Year’s break did not slow down the impetus of buyers who started trading from the very morning with a strong demand attitude.

While in Asia, some markets (including China, Japan) have not resumed trading yet, in Europe (apart from London), trade on the most important dance floors was going on as usual. What’s more, the CAC40 started the new year with the improvement of recent historical records, and the DAX was getting closer to them, growing by about 1%. during the day. In the afternoon, the upward opening overseas closed the picture of sentiment prevailing in the global markets.

In such circumstances, the Warsaw indices recorded increases, although their scale among the largest companies slightly weakened at the end of the day. The last hour, however, raised the slightly demand side to fight for a better result. At the end of Monday’s trading, the WIG20 gained 0.86%, the WIG increased by 1.13%. The downstream companies have had a good opening. mWIG40 was higher by 1.72%, and sWIG80 ended the day 1.54% after the fourth consecutive upward session. above the dash. Thus, the WIG140 gained 1.11 percent again.

Noteworthy is also NCIndex representing NewConnect. It is gaining strongly for the fourth time in a row (3.58%), and has already gained 11.5% from the over one-year low at the end of December. The turnover on WIG amounted to slightly over PLN 1 billion, of which PLN 800 million was in WIG20.

Sectorally the best game producers (3.79%) and the construction industry ( 2.76%) Only the indices of drug producers (- 0.45%), food (- 1.05%) and clothing (- 1.87%) were on the supply side of the market on Monday. The latter could have been influenced by the announcements on the RMF radio of the minister of health about another closing of shopping malls is possible .

The session statistics were on the buyers’ side, who raised the share prices of 270 companies. 79 companies fell, and 43 companies did not change the price.

In the WIG20, from the morning Allegro and CD Projekt played the first fiddle, which until noon were exchanging the position of the leader of increases in the basket. In the afternoon, the demand for Allegro weakened and the company finally ended the day by 1.39%. higher. CD Projekt gained the most (3.99%), in the context of which unconfirmed information began to appear in social media about the details of new additions to “Cyberpunk” and updates to new consoles. The course tests the psychological level of PLN 200 once again in recent months. As a result, the company’s valuation again exceeded PLN 20 billion.

The ratings of Orange also increased (2.01%), of all banks with another day tomorrow with the MPC meeting and possibly another interest rate hike . Pekao gained 2.17%, PKO BP 1.6% and Santander 0.66%.

The increases in the mining, energy and fuel industries resulted from the increases in JSW (1.52%), KGHM (0.43%), PGE (1, 39%), Tauron (0.75%) and PKN Orlen (1.10%).

LPP (-2.38%), Dino (-1.36%) and Asseco (-1.21%) recorded a stronger decline in the price than the rest. . On the other hand, the declines of CCC, Lotos and PGNiG were between -0.57 and -0.06 percent

In the second line, Comarch found itself on opposite poles (7.50 percent. ), LiveChat (5.82%), DataWalk (-3.54%) and Pepco (-3.14%)

Among small companies, it gained the most Getin Bank (10.77%) and OAT (6.28%), while the declines of the most losing Bumech amounted to 2.79%. AutoPartner improved its historical maximum (4.93%), and Żywiec (1.19%) is the highest since July 2019

In total, as many as 11 companies beat in Monday their at least annual maximum prices, and the rates of the 3 others were their lowest in a year. This includes ACAutogaz, which, after passing PLN 29 during the session, was gaining (4.67%) for the rest of the day, and during the session he gave estimates of the results for 2021

Yolo shares once again stood out from the broad market (32.35%), whose shareholding structure is undergoing intensive changes. In turn, by 9.85 percent. Invista, which was one of the most expensive in 2021, fell

YTD (%)

2.23

Michał Kubicki

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