Polish Stocks

Polish Stocks

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Polish Stocks
Polish Stocks
📢 Weekly Blast #42 (14-18Oct2024)
📢 Weekly Blast

📢 Weekly Blast #42 (14-18Oct2024)

Snapshot of actionable insights from the Polish stock exchange

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Polish Stocks
Oct 20, 2024
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Polish Stocks
Polish Stocks
📢 Weekly Blast #42 (14-18Oct2024)
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👋 Welcome to the Weekly Blast - a snapshot of actionable insights from the past week you don't want to miss: recommendations, insider trading, company updates, significant contracts for small & mid caps, M&A activities, upcoming events and trends.

In case you missed it:

Ugly and sexy – profits don't care about looks. Taking a deep dive into a Polish small-cap. (1)

Ugly and sexy – profits don't care about looks. Taking a deep dive into a Polish small-cap. (1)

Polish Stocks
·
October 16, 2024
Read full story
EQUITIES

EQUITIES

S.O.S.
·
November 6, 2022
Read full story

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In today's edition:

📰 Top Stories

LEGIMI

LEG.WA

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💲 Polish Macro

Economic Growth:

  • Poland's economy is expected to grow by 3.0% in 2024 and 3.5% in 2025.

  • There are risks of lower growth and higher inflation.

Inflation:

  • Inflation in September was 4.9% year-over-year.

  • Core inflation rose to 4.3% in September.

  • The central bank expects inflation to peak in Q1 2025 and fall below target by the end of 2025.

Monetary Policy:

  • The central bank kept interest rates unchanged in September.

  • Experts suggest keeping tight monetary policy until at least the end of 2025.

  • There might be room for small interest rate cuts in mid-2025.

Labor Market:

  • Job offers increased slightly in September.

  • Poland may lose 2.1 million workers by 2035 due to demographic trends.

Trade and Balance of Payments:

  • Poland had a trade surplus of 2.4 billion euros by August 2024.

  • The current account showed a deficit in August.

  • Exports decreased while imports increased in August.

Housing Market:

  • Housing demand slowed down in Q2 2024.

  • Real estate prices increased faster than inflation and wages.

  • Renting out apartments became less profitable than bank deposits or government bonds.


🛒 Insider Trading

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