Polish Market Community

TELGAM 2026–2027: Fiber, Internet, TV and Mobile Tailwinds + Poland’s Fiber Consolidation Wave (Target Price: 2.00 PLN) Why TELGAM could rise in 2026 and 2027 2026 and 2027 may become pivotal years for Przedsiebiorstwo Telekomunikacyjne TELGAM , a listed Polish telecom operator that still remains independent in a market increasingly shaped by fiber consolidation. Demand for fiber internet , bundled services such as internet + TV , and add-ons like mobile (cellular / “komórki”) continues to grow in Poland, while larger industry players keep acquiring smaller local ISPs and infrastructure assets.Read more

Celon Pharma is betting on two big moves: building a Europe-based supply hub for a fast-growing weight-loss drug class and pushing key mental health programs into late-stage testing. The upside comes with long timelines and trial risk, but success could reshape the company beyond its current generics business.Read more

Poland taps Creotech to build homegrown spy satellites, and the company could become a go-to supplier as Europe ramps up small-satellite programs. The catch is that success hinges on big contract wins, flawless launches, and funding new production—any slip could hit hard.Read more

In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.Read more

A company that offers much more robust solutions to customer support than other freemium makers, which just don't have the necessary features for a growing organisation, like Ikea. We own a few shares of them as a company, and we like the fact that they are focusing very much on Engliush-speaking nations, and constantly evolving, like implementing their marketplace feature, which will foster a bigger amount of people around their products, and their own LLMs, which make them indepenendt from the likes of Google or Meta.Read more

Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.Read more

PlayWay sits at a crossroads where a strong pipeline of new game releases could reignite growth, but weaker profits and rising costs could keep the shares stuck or slipping. If upcoming titles land well and the payout stays reliable, sentiment could improve fast—yet a few disappointments may force a rethink.Read more

In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.Read more

XTB makes money when people trade, and its recent growth comes from a wave of new customers and choppy markets that keep activity high. The big question is whether it can keep expanding into new products and new countries without getting squeezed by competition, regulation, or a calmer market.Read more