Experts Predict Market Surprises

Polish shares had a successful 2023, with the WIG index gaining over 36%. The portfolio managed by DM BOŚ analysts exceeded this, reaching almost 60%. However, 2024 brings changes. Notably, 11 bit studios stands out with anticipated game releases and undervalued shares. Eurocash and mBank are also poised for positive surprises due to expected good Q4 results and cost-saving initiatives. In contrast, Cloud Technologies may face challenges. The list of outperformers includes companies like AB, Alior, and LPP, while underperformers may include CI Games and GTC. Additionally, ING BSK shares are removed from the long-term portfolio due to a lack of short-term positive catalysts.

Source: strefainwestorow.pl