Wednesday, July 27, 2016

Pekao “red lantern” WIG20. Oil down after surprise – Banker

Wednesday markets
 financial was much more interesting than the “silly”
 Tuesday. On the Stock Exchange hero of the day was a bank Pekao, the globally most
 count oil and the Federal Reserve.

 

The day on which global investors with hope
 (, Demonstrated by increases in the major indexes) are waiting for the evening decision
 Federal Reserve, on the Polish stock market was marked declines. WIG20 lost
 0.35% and again back below the psychological level of 1,800 points., Dokańczając
 thus initiated yesterday, erasing Monday’s gains.

 

Unlike behaved today index of smaller companies -
 mWIG40 lost 0.12% and sWIG80 gained 0.25%. The broad market index WIG
 recorded a decline of 0.22%. Turnover exceeded one billion zlotys, which was the result
 twice better than the one recorded on Tuesday.

 
 
 
 

The source of increased turnover was Pekao (-3.06%). Information
 on the Warsaw Stock Exchange were reports Bloomberg, according to which UniCredit
 considering the sale of the entire stake in Polish bank. The reason, as
 As with the earlier sale of a 10% stake in Pekao, will be a difficult financial situation
 bank with headquarters in Rome. Listed on the WSE UniCredit shares price fell by 2.25%.


 

The same information also pulled down PZU shares (-2.63%),
 who is tipped to be one of the potential buyers Pekao. shares owned
 PZU Alior Bank, which could also be involved in this transaction,
 while the price fell by 1.10%.

 

In the spotlight were also today’s informing
 financial results. In the second quarter earnings
 Net BZ WBK (0.71%) rose to 723.5 mln zł of 556
 million zł year earlier and was 9.8 percent. higher than market expectations. FROM
 turn PGNiG (0,18%) reported a 120 million zł net loss
 and 6.37 billion in revenue.

When the green side WIG20
 particularly strongly distinguished by KGHM shares (2.83%). Valued at 78.96 zł
 qualities of the copper giant made another step on the road to return above
 round level 80 zł, who left in November last year.
 Notable increases were recorded today as JSW (2.17%) and Bogdanka (1.32%),
 have received increased recommendations from DM BOS. In turn,
 Tauron shareholders (0.0%) did not feel the information about write-offs,
 which in the first half of the year will decrease
 the company’s result of 600 million zł.
 

On the broad market attention
 riveted company Action (4.03%), which in recent times is experiencing considerable
 problems. Yesterday after the session Generali
 OFE informed about descending below the threshold of 10 percent. shareholding in the company. IN
 the second part of today’s trading action
 Action clearly rebounded, although the valuation of 7.49 zł is still twice less than in
 last week.


 

In the world
 markets blissful calm waiting for the evening the decision of the Federal Committee.
 Open Market (20.00) broke the surprise in the form of data on stocks of crude
 Petroleum in the United States. Instead of the expected reading in the form of a drop of 2.5 million barrels,
 EIA reported an increase of 1.7 million barrels. The market reaction was
 immediate – the price per barrel of Brent crude oil fell from 45.2 USD to 44.14 USD.

 

At the end of the day
 the main European indices remain in positive territory. FTSE100 rising by 0.4%, the DAX by
 0.7%, CAC40 and FTSE MIB by 1.2% and the IBEX 1.35%. Investors widely
 They expect that the Federal Reserve will keep rates unchanged,
 and perhaps it indicates that it is due to various factors (Brexit, market data
 work) does not intend to raise well in September.
 

Michael Żuławiński

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