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kacperinvests.bsky.social
kacperinvests.bsky.social
@kacperinvests.bsky.social
Independent market analyst
Deep dives into Europe's fastest-growing market
AI-assisted research
Not financial advice
Pinned
Hi, I'm Kacper.

I analyze Polish stocks (GPW) in English for global investors.

Poland returned 41% in 2025. 400 companies, $632B market cap. Almost no one covers it in English.

I'm changing that.

Expect: deep dives, daily movers, value ideas.

No hype. No pumping. Just data.

DYOR. NFA.
GPW Daily | Feb 17, 2026

Gainers:
$CPS 13.23 PLN (+1.5%)
$PCO 29.00 PLN (+1.2%)
$HRS 1.33 PLN (+1.1%)

Losers:
$KGH 285.30 PLN (-6.5%)
$JSW 25.75 PLN (-4.3%)
$ACP 170.90 PLN (-4.0%)

WIG20: 3322 (-1.3%)

NFA. DYOR.
February 17, 2026 at 5:05 PM
GPW Daily | Feb 16, 2026

Gainers:
$CIG 2.56 PLN (+4.5%)
$TPE 11.35 PLN (+2.9%)
$MIL 17.32 PLN (+2.8%)

Losers:
$KGH 305.00 PLN (-3.9%)
$VOX 139.80 PLN (-1.6%)
$JSW 26.91 PLN (-1.0%)

WIG20: 3364 (+0.1%)

NFA. DYOR.
February 16, 2026 at 5:05 PM
GPW Week in Review | Feb 06 - Feb 13, 2026

WIG20: 3359 (-1.7%)
mWIG40: 8887 (-1.4%)
sWIG80: 31499 (-0.4%)

Top mover: $JSW +10.0%
Biggest drop: $ACP -5.2%

Full analysis in this week's newsletter.
NFA. DYOR.
February 13, 2026 at 6:58 PM
GPW Daily | Feb 13, 2026

Gainers:
$DNP 39.50 PLN (+3.5%)
$XTB 90.20 PLN (+2.0%)
$KER 21.90 PLN (+1.9%)

Losers:
$MIL 16.85 PLN (-4.9%)
$MBK 1012.00 PLN (-4.8%)
$ALR 119.35 PLN (-4.0%)

WIG20: 3359 (-1.7%)

NFA. DYOR.
February 13, 2026 at 5:05 PM
Warsaw office vacancy rates falling + leasing activity up (BNP Paribas RE data). $GTC — GPW's largest CEE real estate play — closed today at +3.7%, the #2 gainer. Market connecting the dots: improving fundamentals + deep discount to book value. The office recovery trade is on.
February 12, 2026 at 7:05 PM
GPW Daily | Feb 12, 2026

Gainers:
$JSW 26.78 PLN (+5.6%)
$GTC 2.80 PLN (+3.7%)
$PKP 13.60 PLN (+3.3%)

Losers:
$ACP 180.50 PLN (-4.2%)
$TEN 103.80 PLN (-2.4%)
$EAT 13.24 PLN (-1.6%)

WIG20: 3417 (+0.1%)

NFA. DYOR.
February 12, 2026 at 5:05 PM
Polish households hold PLN 3.79 TRILLION in financial assets — all-time high (+13.8% YoY).

But only 3.1% is in listed stocks.

Meanwhile PPK pension inflows are up +47% YoY, investment funds +32% YoY, and bank deposits lose real value at -2.3%.

The rotation into equities is just starting.
February 11, 2026 at 7:46 PM
GPW Daily | Feb 11, 2026

Gainers:
$BNP 160.00 PLN (+7.4%)
$KGH 320.00 PLN (+5.1%)
$PGE 10.27 PLN (+3.4%)

Losers:
$CDR 241.20 PLN (-2.5%)
$ACP 188.40 PLN (-2.0%)
$MBK 1050.00 PLN (-1.9%)

WIG20: 3413 (+0.6%)

NFA. DYOR.
February 11, 2026 at 5:05 PM
GPW Daily | Feb 10, 2026

Gainers:
$CIG 2.55 PLN (+10.9%)
$PEP 53.80 PLN (+2.7%)
$TPE 11.39 PLN (+2.6%)

Losers:
$KGH 304.60 PLN (-5.2%)
$CCC 116.60 PLN (-2.6%)
$DNP 38.50 PLN (-1.8%)

WIG20: 3394 (-1.1%)

NFA. DYOR.
February 10, 2026 at 5:05 PM
Deep Dive: $XTB -- Europe's Largest Retail Broker

XTB S.A. is up 21% in 30 days and just hit 90 PLN near its 52-week high. The market is pricing in a recovery after a tough 2025. Is it too late or just getting started?

Thread 1/5
February 9, 2026 at 9:06 PM
GPW Daily | Feb 09, 2026

Gainers:
$BDX 743.60 PLN (+6.6%)
$XTB 90.48 PLN (+4.9%)
$CIG 2.30 PLN (+4.5%)

Losers:
$JSW 24.92 PLN (-2.7%)
$TPE 11.10 PLN (-1.6%)
$GTC 2.73 PLN (-1.4%)

WIG20: 3432 (+1.2%)

NFA. DYOR.
February 9, 2026 at 5:05 PM
GPW Daily | Feb 06, 2026

Gainers:
$JSW 25.62 PLN (+3.7%)
$PKN 110.74 PLN (+3.5%)
$KRU 487.80 PLN (+2.0%)

Losers:
$CDR 240.00 PLN (-3.6%)
$BDX 697.80 PLN (-1.5%)
$PCO 27.69 PLN (-0.7%)

WIG20: 3392 (0.0%)

NFA. DYOR.
February 6, 2026 at 5:05 PM
Why Poland?

The WIG index returned 41% in 2025 — the strongest stock market in the world that year.

400 companies. $632B market cap. Europe's largest exchange east of Frankfurt.

Yet almost no one covers it in English.

I invest here. Follow along for insights.

#GPW #ValueInvesting #FinBsky
February 6, 2026 at 12:09 PM
GPW Daily | Feb 05, 2026

Gainers:
$LPP 20520.00 PLN (+1.0%)
$PCO 27.87 PLN (+0.4%)

Losers:
$KGH 310.20 PLN (-7.1%)
$JSW 24.70 PLN (-6.5%)
$PKO 92.94 PLN (-3.3%)

WIG20: 3371 (0.0%)

KGHM leading the sell-off — copper prices under pressure on global demand fears.

NFA. DYOR.
February 5, 2026 at 10:20 PM
Hi, I'm Kacper.

I analyze Polish stocks (GPW) in English for global investors.

Poland returned 41% in 2025. 400 companies, $632B market cap. Almost no one covers it in English.

I'm changing that.

Expect: deep dives, daily movers, value ideas.

No hype. No pumping. Just data.

DYOR. NFA.
February 5, 2026 at 10:18 PM