Red on the WSE. All the main indexes are falling

Ok time. 10.00 WIG20 loses 1.07 percent up to 2,780.17 points, WIG goes down by 0.85 percent to 102,273.98 points mWIG40 drops by 0.40 percent 7,975.92 points, and SWIG80 reduces by 0.30 percent Up to 28,810.58 points

According to data from 100 percent. voting circuits given on Monday morning on the website PKWKO candidate Rafał Trzaskowski received 31.36 percent votes, and the candidate supported by PIS Karol Nawrocki – 29.54 percent And they will compete in the second round of presidential elections. The turnout was 67.31 percent

As the DM Noble Securities Sobiesław Kozłowski analyst assessed in an interview with PAP, the behavior on the WSE is caused by several factors.

– First of all (…) a reduction in rating in the United States, on Friday there was information, by an agency from the big three – said the analyst.

The Moody's Rating Agency has lowered the government on Friday USA the highest credit rating, from AAA to AA1. The agency referred to the failures of subsequent governments in stopping the growing wave of debt.

– On the other hand there were election results. It seems that they are a surprise because the chances of winning Rafał Trzaskowski in the second round of elections are not as clear as it seemed before the first round – said Kozłowski.

– Interestingly, one of the bookmaking companies sees a higher probability of winning Karol Nawrocki. This is a surprise when it comes to the scripts played by investors, or investors could play – he added.

According to the analyst, it seems that the dollar weakening period is coming to an end. – The question is whether this is really a good assumption and the dollar may strengthen, and the euro weakens, which would also have pressure to weaken the zloty, “said Kozłowski.” The environment, as well as the results of the first elections, seem to be a condition for partial implementation of profits on banks, at least by foreign investors – he added.

Bank Millennium analysts pointed out that before the weekend the favorite in the race to the chair of the President of the Republic of Poland was the candidate of the Civic Coalition Rafał Trzaskowski, which was the base scenario for investors.

According to analysts, the results of the first round do not guarantee this scenario. What's more, the relatively high results of Sławomir Mentzen and Grzegorz Braun potentially create more fields for maneuver Karol Nawrocki.

“It should be noted, however, that the flow of votes from voters whose candidates dropped out of the race are not obvious and it is difficult to estimate. The more that these candidates told against the dominance of two PO and PiS parties during the campaign. In addition to the flows of support, for the result of the second round the turnout and mobilization of electorates will be key” – they add.

Analysts have indicated that the president's rights in the area of ​​the economy are limited, but exercising the right of veto has the opportunity to influence economic policy, as well as other issues relevant to investors, including the rule of law, judiciary, or relations with the EU. The arrangement in which the president and government are from other political camps could potentially affect the institutional assessment of the country, and thus increase the risk bonus. The more that the results of the first round of presidential elections show that the ruling coalition loses support. There may be internal tensions that result in a new script with a new distribution in parliamentary elections.

In sectoral terms, the WIG-Banki index reduced the most, about 2 percent Downs also WIG-MEPS (-1.3 percent) and WIG-PALIWA (-1.3 percent). Among the blue chips, Santander's (-2.6 percent), mBank (-2.3 percent) and PKO BP (-2.1 percent) are the most.

Ok 2 percent They lose CCC shares, approx. 1.8 percent It reduces PZU, and over 1.5 percent Pekao is falling. In WIG20 the most – about 1.4 percent – They gain Dino shares.

Mirbudu (-4.8 percent) are the most down in mWIG40. Mirbud's management recommended on Friday after the session to allocate a net profit for 2024 on dividend PLN 9.9 million, which gives PLN 0.09 dividend per share. Lubawa (-4.5 percent) and Selvity (-4.1 percent) are also lowering.

Among the average companies, 11 bit studios (+2.4 percent) and Eurocash (+2.4 percent) are the most gaining. In SWIG80 by approx. 3.7 percent Asseco Business Solutions are falling, and -3.2 percent Arctic Paper and Mercor loses. Strongly up, 6.2 percent, Creepy Jar shares are coming.