Narrative Update • Jun 05

The Tech is pretty flat in the last 7 days, but ASBISc Enterprises has stood out, gaining 22%. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 9.9% annually.
Has the Polish Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | zł47.9b | zł66.7b | zł2.4b | 15.3x | 19.8x | 0.7x |
| Tue, 05 May 2026 | zł46.2b | zł63.8b | zł2.0b | 14.1x | 22.6x | 0.7x |
| Thu, 02 Apr 2026 | zł39.4b | zł65.6b | zł2.0b | 13.1x | 19.5x | 0.6x |
| Sat, 28 Feb 2026 | zł39.7b | zł63.3b | zł1.8b | 16.3x | 21.8x | 0.6x |
| Mon, 26 Jan 2026 | zł43.0b | zł63.4b | zł1.8b | 16.6x | 23.6x | 0.7x |
| Wed, 24 Dec 2025 | zł41.2b | zł63.3b | zł1.9b | 12.6x | 21.6x | 0.6x |
| Fri, 21 Nov 2025 | zł38.2b | zł63.1b | zł1.8b | 11.7x | 20.7x | 0.6x |
| Sun, 19 Oct 2025 | zł40.8b | zł62.2b | zł1.8b | 14.1x | 22.5x | 0.7x |
| Tue, 16 Sep 2025 | zł41.1b | zł61.9b | zł1.8b | 14.4x | 22.4x | 0.7x |
| Thu, 14 Aug 2025 | zł39.1b | zł61.4b | zł1.7b | 15.9x | 22.9x | 0.6x |
| Sat, 12 Jul 2025 | zł40.9b | zł60.3b | zł1.7b | 16.2x | 24.3x | 0.7x |
| Mon, 09 Jun 2025 | zł37.5b | zł63.9b | zł1.7b | 16x | 22.3x | 0.6x |
| Wed, 07 May 2025 | zł35.1b | zł59.5b | zł1.7b | 15.4x | 20.5x | 0.6x |
| Fri, 04 Apr 2025 | zł33.8b | zł59.7b | zł1.6b | 16x | 20.6x | 0.6x |
| Sun, 02 Mar 2025 | zł31.9b | zł60.2b | zł1.6b | 16.5x | 19.6x | 0.5x |
| Tue, 28 Jan 2025 | zł31.1b | zł61.9b | zł1.6b | 14x | 19.6x | 0.5x |
| Thu, 26 Dec 2024 | zł30.0b | zł62.9b | zł1.6b | 13.5x | 18.8x | 0.5x |
| Sat, 23 Nov 2024 | zł28.8b | zł62.9b | zł1.6b | 16.4x | 17.8x | 0.5x |
| Mon, 21 Oct 2024 | zł30.0b | zł63.1b | zł1.7b | 14.4x | 17.9x | 0.5x |
| Wed, 18 Sep 2024 | zł30.3b | zł62.7b | zł1.7b | 15.4x | 18.2x | 0.5x |
| Fri, 16 Aug 2024 | zł30.2b | zł62.9b | zł1.7b | 15x | 17.6x | 0.5x |
| Sun, 14 Jul 2024 | zł31.0b | zł62.9b | zł1.7b | 16.7x | 17.8x | 0.5x |
| Tue, 11 Jun 2024 | zł31.1b | zł63.3b | zł1.8b | 16.3x | 17.6x | 0.5x |
| Thu, 09 May 2024 | zł30.7b | zł61.9b | zł1.8b | 15.5x | 17.2x | 0.5x |
| Sat, 06 Apr 2024 | zł30.7b | zł60.9b | zł1.7b | 16.6x | 17.7x | 0.5x |
| Mon, 04 Mar 2024 | zł29.0b | zł63.3b | zł1.8b | 16.6x | 15.8x | 0.5x |
| Wed, 31 Jan 2024 | zł29.4b | zł78.2b | zł2.1b | 14.7x | 13.9x | 0.4x |
| Fri, 29 Dec 2023 | zł29.6b | zł62.4b | zł2.0b | 15.6x | 15.2x | 0.5x |
| Sun, 26 Nov 2023 | zł28.5b | zł62.9b | zł2.0b | 16x | 14.5x | 0.5x |
| Tue, 24 Oct 2023 | zł27.7b | zł63.2b | zł1.9b | 17.1x | 14.2x | 0.4x |
| Thu, 21 Sep 2023 | zł28.7b | zł63.6b | zł1.9b | 17.3x | 14.9x | 0.5x |
| Sat, 19 Aug 2023 | zł28.5b | zł63.0b | zł1.9b | 19.5x | 15.1x | 0.5x |
| Mon, 17 Jul 2023 | zł29.9b | zł61.8b | zł1.9b | 16.7x | 15.6x | 0.5x |
| Wed, 14 Jun 2023 | zł28.3b | zł62.2b | zł1.9b | 16.8x | 15x | 0.5x |
15x
Which industries have driven the changes within the Polish Tech sector?
| PL Market | -1.69% | |
| Tech | 0.28% | |
| Electronic Equipment and Components | 6.00% | |
| Tech Hardware | 5.55% | |
| IT | 5.23% | |
| Communications | 0% | 0 |
| Software | -3.60% | |
| Semiconductors | -5.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASB ASBISc Enterprises | zł88.70 | 21.5% +zł871.4m | 296.0% | PE14.9x | |
| CMP Comp | zł89.60 | 13.4% +zł217.4m | 93.9% | PE23.6x | |
| ABE AB | zł147.60 | 9.8% +zł206.7m | 53.4% | PE11.5x | |
| SGN Sygnity | zł79.00 | 7.6% +zł126.8m | -19.4% | PE20.9x | |
| ASE Asseco South Eastern Europe | zł63.70 | 2.1% +zł67.5m | -10.7% | PE15.7x |