5:50 4 December 2025
mBank outlines 2026 picks Category: Finance
mBank Brokerage has unveiled its preferred small and mid-cap stocks for 2026. The brokerage’s 2025 model portfolio rose 20.5% over the past year—about 10 points below the mWIG40. Tauron led the gains (+149.6% from Nov. 2024 to Nov. 2025), while Millennium, Synektik, Benefit, Bioceltix, and Inter Cars also advanced. Mo-Bruk, Text, Wirtualna Polska, 11 bit studios, and Arctic Paper declined. Only Bioceltix and Mo-Bruk remain in the new 12-month selection.
The 2026 portfolio assigns equal 10% weights to Amica, Bioceltix, Captor Therapeutics, cyber_Folks, Cyfrowy Polsat, Huuuge, Mo-Bruk, Neuca, Newag, and Rainbow Tours.
mBank recently upgraded Amica to “overweight,” citing faster-than-expected restructuring effects in Spain and the UK, stronger refrigeration sales in France, and improving margins supported by lower Asian transport costs. Rainbow Tours also received a “buy,” with analysts highlighting its strong domestic position, expansion potential, and attractive dividend profile.
Source: pb.pl
