Polish Stocks

Polish Stocks

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Polish Stocks
Polish Stocks
📢 Weekly Blast #43 (21-25Oct2024)
📢 Weekly Blast

📢 Weekly Blast #43 (21-25Oct2024)

Snapshot of actionable insights from the Polish stock exchange

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Polish Stocks
Oct 27, 2024
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Polish Stocks
Polish Stocks
📢 Weekly Blast #43 (21-25Oct2024)
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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:

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Polish Stocks
·
June 9, 2024
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Here’s my latest deep dive on a Polish micro-cap. Enjoy!

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

Click HERE to check all my deep-dives on Polish equities.

In today's edition:


💲 Polish Macro

ECONOMY & GROWTH

  • Industrial production shows mixed signals: -0.3% year-over-year but +9.0% month-over-month in September

  • Construction output is concerning with a 9% annual decline, though showing 12% monthly growth

  • Internet penetration reached 95.9% of households, up 2.6 percentage points from last year

  • Online shopping increased to 67.4% of adult Poles, up from 64.3% in 2023

  • Business sentiment index declined to 94.5 in October from 97.9 in September

  • Export profitability decreased in Q3 2024

  • Poland's population decreased by 147,000 year-over-year to 37.532 million

MONETARY & FINANCE

  • Producer prices continue falling: -6.3% year-over-year and -0.5% month-over-month

  • Money supply (M3) growth at 6.5% year-over-year, with monthly growth of 0.7%

  • Government debt repayment obligations increased to €9,597 million from €8,606 million

  • IMF forecasts inflation to reach 5.1% by end-2024 and 3.5% by end-2025

  • NBP significantly increased gold reserves to 13.494 million ounces

LABOR & CONSUMER

  • Average gross salary at 8,140.98 PLN (+10.3% year-over-year)

  • Employment in enterprise sector down 0.5% year-over-year

  • Unemployment stable at 5.0%

  • 1.4 million workers earned minimum wage at end of 2023

  • Companies planning wage increases decreased to 34.4% from 36.3%

  • Consumer sentiment deteriorated in October

  • Labor productivity in industry increased by 1.2% year-over-year


🛒 Insider Trading

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