GPW Daily | Aug 05, 2026 Gainers: $RVU 16.02 PLN (+6.1%) $PXM 6.84 PLN (+5.5%) $IMC 32.85 PLN (+5.3%) Losers: $ALR 135.85 PLN (-5.5%) $DAT 137.00 PLN (-4.5%) $ANR 20.20 PLN (-3.4%) WIG20: 3985 (+2.2%) NFA. DYOR.
KacperInvests
@kacperinvests.bsky.social
Independent market analyst Deep dives into Europe's fastest-growing market AI-assisted research Free weekly newsletter ↓ Not financial advice
Two thirds of the Warsaw exchange has nobody putting a number on it. 117 of the 183 GPW companies I track have no analyst price target at all. Most people read that as a reason to skip them. I read it as the reason to look.
GPW Daily | Aug 04, 2026 Gainers: $CMP 101.00 PLN (+10.9%) $GNS 13.60 PLN (+10.6%) $SCW 286.00 PLN (+10.0%) Losers: $IMC 31.20 PLN (-5.7%) $WLT 4.99 PLN (-1.8%) $QRS 13.76 PLN (-1.6%) WIG20: 3996 (+2.2%) NFA. DYOR.
GPW Week in Review | Jul 24 - Jul 31, 2026 WIG20: 3926 (+2.2%) mWIG40: 10402 (+3.8%) sWIG80: 31071 (+0.7%) Top mover: $TEN +15.1% Biggest drop: $BCX -18.1% Full analysis in this week's newsletter. NFA. DYOR.
Two months of the public portfolio. 100k PLN, rules posted before every trade. Result: +1.6%. WIG20TR over the same stretch: +8.3%. I'm behind the index and no framing fixes that. What the gap is actually telling me:
GPW Top Picks this week (systematic scorecard). Best value: $DNP (Retail). Best growth: $DVL (Real Estate). Top 5: - $SHO (Tech) 78.6 - $CRJ (Gaming) 77.8 - $11B (Gaming) 77.0 - $ATG (Media) 76.7 - $STX (Transport) 73.1 Thread.
GPW Daily | Jul 30, 2026 Gainers: $XTB 147.68 PLN (+8.6%) $KGH 309.25 PLN (+5.1%) $WPL 60.90 PLN (+4.3%) Losers: $OPL 15.18 PLN (-4.5%) $KTY 1275.00 PLN (-2.8%) $PCO 45.51 PLN (-2.1%) WIG20: 3907 (+1.6%) NFA. DYOR.
GPW Daily | Jul 29, 2026 Gainers: $CDR 253.00 PLN (+6.4%) $TEN 103.90 PLN (+6.1%) $RBW 141.70 PLN (+3.7%) Losers: $BDX 721.00 PLN (-3.6%) $OPL 15.90 PLN (-2.9%) $TPE 8.91 PLN (-2.4%) WIG20: 3847 (+0.6%) NFA. DYOR.
GPW Daily | Jul 28, 2026 Gainers: $OPL 16.38 PLN (+11.9%) $DNP 31.66 PLN (+5.6%) $PCO 46.02 PLN (+3.0%) Losers: $ASB 102.00 PLN (-8.9%) $PKN 144.84 PLN (-4.1%) $PGE 9.90 PLN (-3.4%) WIG20: 3825 (-0.2%) NFA. DYOR.
GPW Daily | Jul 23, 2026 Gainers: $ASB 111.80 PLN (+5.9%) $PGE 10.60 PLN (+3.9%) $PKN 155.86 PLN (+2.6%) Losers: $DNP 28.86 PLN (-4.6%) $KGH 302.00 PLN (-4.0%) $VOX 118.60 PLN (-3.9%) WIG20: 3831 (-1.1%) NFA. DYOR.
GPW Daily | Jul 21, 2026 Gainers: $KGH 306.45 PLN (+4.4%) $XTB 137.58 PLN (+3.1%) $MRC 51.90 PLN (+3.1%) Losers: $MAB 7.42 PLN (-4.1%) $DVL 10.34 PLN (-2.5%) $EUR 5.03 PLN (-2.2%) WIG20: 3851 (+1.8%) NFA. DYOR.
Why Poland - the pillar nobody prices in: a buyer that shows up every month, regardless of price. Since 2019 Poland auto-enrols workers into workplace pensions (PPK). Opt-out, not opt-in. So money flows into the market every payday - cheap tape or expensive. A thread.
GPW Week in Review | Jul 10 - Jul 17, 2026 WIG20: 3766 (-0.1%) mWIG40: 9875 (-0.6%) sWIG80: 30421 (-1.7%) Top mover: $ALE +11.4% Biggest drop: $PEO -4.5% Full analysis in this week's newsletter. NFA. DYOR.
GPW Top Picks this week (systematic scorecard). Best value: $DNP (Retail). Best growth: $DVL (Real Estate). Top 5: - $CRJ (Gaming) 79.5 - $SHO (Tech) 79.1 - $11B (Gaming) 77.0 - $ATG (Media) 76.8 - $STX (Transport) 72.8 Thread.
GPW Week in Review | Jul 03 - Jul 10, 2026 WIG20: 3819 (+2.7%) mWIG40: 10009 (+1.8%) sWIG80: 30814 (+0.6%) Top mover: $XTB +9.3% Biggest drop: $AMC -9.3% Full analysis in this week's newsletter. NFA. DYOR.
GPW Daily | Jul 14, 2026 Gainers: $ALE 43.92 PLN (+9.8%) $KGH 319.40 PLN (+4.6%) $GPW 105.00 PLN (+3.2%) Losers: $PEO 237.00 PLN (-2.6%) $ATT 19.35 PLN (-2.1%) $ATC 6.24 PLN (-1.9%) WIG20: 3819 (+1.2%) NFA. DYOR.
GPW Daily | Jul 10, 2026 Gainers: $PKO 112.88 PLN (+4.8%) $PEO 244.30 PLN (+3.8%) $ING 473.80 PLN (+3.4%) Losers: $PKP 10.38 PLN (-4.8%) $HRS 1.34 PLN (-2.2%) $MRC 52.70 PLN (-1.5%) WIG20: 3770 (+2.3%) NFA. DYOR.
GPW Top Picks this week (systematic scorecard). Best value: $DNP (Retail). Best growth: $DVL (Real Estate). Top 5: - $SHO (Tech) 79.2 - $11B (Gaming) 76.9 - $ATG (Media) 76.9 - $PLW (Gaming) 72.7 - $STX (Transport) 71.5 Thread.
GPW Week in Review | Jun 29 - Jul 06, 2026 WIG20: 3674 (-0.0%) mWIG40: 9765 (-0.1%) sWIG80: 30899 (-0.1%) Top mover: $XTB +14.7% Biggest drop: $GTC -8.7% Full analysis in this week's newsletter. NFA. DYOR.
GPW Top Picks this week (systematic scorecard). Best value: $DNP (Retail). Best growth: $XTB (Financials). Top 5: - $ATG (Media) 77.2 - $11B (Gaming) 77.0 - $PLW (Gaming) 74.0 - $STX (Transport) 74.0 - $SHO (Tech) 71.9 Thread.
GPW Daily | Jul 02, 2026 Gainers: $ATC 6.65 PLN (+8.5%) $XTB 116.94 PLN (+6.3%) $CIG 2.42 PLN (+6.1%) Losers: $EAT 11.00 PLN (-1.3%) $SNT 349.00 PLN (-1.1%) $KGN 72.20 PLN (-1.1%) WIG20: 3668 (+1.6%) NFA. DYOR.
Why Poland - the pillar nobody quotes: liquidity. The +41% return in 2025 got the headlines. The quieter, more durable signal is turnover - trading activity on the GPW has stayed strong into 2026, not faded. Why that matters more than the return. A thread.
GPW Week in Review | Jun 21 - Jun 28, 2026 WIG20: 3572 (-0.7%) mWIG40: 9428 (-0.2%) sWIG80: 30548 (-0.5%) Top mover: $SNT +8.2% Biggest drop: $KGH -12.1% Full analysis in this week's newsletter. NFA. DYOR.
GPW Top Picks this week (systematic scorecard). Best value: $DNP (Retail). Best growth: $XTB (Financials). Top 5: - $11B (Gaming) 78.1 - $STX (Transport) 74.1 - $PLW (Gaming) 73.8 - $SNT (Healthcare) 72.6 - $SHO (Tech) 72.5 Thread.
Copper slid to a ~6-week low this week on a stronger dollar, and $KGH KGHM felt it - down nearly 7% in a single session. Earlier this week I wrote up its first real competitor, $LMCU Lumina. But the reminder holds: what moves KGHM now isn't a rival years out, it's the copper tape. NFA
GPW Daily | Jun 24, 2026 Gainers: $EAT 11.34 PLN (+2.5%) $BNP 148.60 PLN (+1.8%) $DVL 10.38 PLN (+1.8%) Losers: $CIG 2.29 PLN (-9.1%) $KGH 324.20 PLN (-6.9%) $JSW 24.60 PLN (-5.7%) WIG20: 3554 (-2.5%) NFA. DYOR.
For 60 years, if you wanted Polish copper, you bought KGHM. There was no alternative. Last week that changed. A Canadian company backed by one of mining's biggest names listed in Warsaw - to dig copper out of KGHM's own backyard. Thread.
The 3-tier framework. End to end. 5 educational posts so far showed each piece. This is how they connect. Why order matters. Why filters before scoring. How the 100-point scorecard works in practice. Thread.
GPW Tier 3 finale: analyst price targets. Trela's back-tests: Upside is the single highest-correlation predictor of future returns. Higher than P/E, P/S, growth, anything. But on GPW you can't rely on it alone. Why. Thread.
GPW Daily | Jun 15, 2026 Gainers: $KGH 377.55 PLN (+4.6%) $SNT 300.80 PLN (+2.8%) $ASB 89.00 PLN (+2.5%) Losers: $PKN 136.02 PLN (-7.4%) $ATT 20.24 PLN (-4.2%) $LPP 19760.00 PLN (-4.1%) WIG20: 3672 (-1.1%) NFA. DYOR.