Over the last 10 years, the broad Polish WIG index has only increased by 22.4% vs. 74.2% for the Hungarian BUX and 80.7% for the Romanian BET stock index. BUT: Between 1989 and 2018, the Polish GDP exhibited the fastest growth by far of all European nations (+827% vs. for example +783.8% for Slovakia and […]
Triggo (Micro Electric Vehicle): Triggo (www.triggo.pl) , whose intellectual property is secured worldwide, is an electric vehicle, which combines the advantages of a car and a two-wheeler. It is able to reduce its width from 146 cm to 88 cm during driving and is thus able to navigate easily through traffic jams and to find […]
The decline of stock indices has created many opportunities, especially in Emerging Europe, where the performance of stock markets significantly lagged the one in EU and USA in 2009-2019. Below we present some CEE-based blue chips, which could thrive in a post-coronavirus environment. PZU S.A. (PZU PW, Market cap PLN 26.6bn):Â PZU, whose ROE in […]
The coronavirus pandemia has shaken the financial markets worldwide, with the S&P 500 and German DAX 30 falling by c. 20% since the end of February 2020. Given significantly lower liquidity, the decline in Emerging Europe has been even steeper: Currently, Polish WIG is c. 21% lower than at the end of February, Hungarian BUX […]
In the current environment with continuous low interest rates (in the Euro zone interest rates will likely remain at 0% until 2025), but growing economic uncertainty due to the unresolved Brexit and the trade conflict between the US and China, capital markets remain volatile. In the current phase, we recommend to take a look at […]
In November 2018, the new Act on Employee Capital Plans (ECPs) was signed and in January 2019 implemented to the Polish legal system. The new regulations are coming into force in tranches starting from July 2019. Firstly, the biggest enterprises (employing >250 workers) are encompassed with the new system. Eventually, starting from January 2021, ECP […]
