Polish State Arms Group Capital Tie-Up Plan Hits Orlen Shares

Reports that Polish state-controlled companies, including Orlen, may take capital stakes in the Polish Armaments Group (PGZ) have triggered a near 8% selloff in Orlen shares over several days. The plan is not yet decided, but investors are pricing in potential capital misallocation and political interference. The move signals a shift in state industrial policy, potentially affecting Orlen's valuation and strategic focus.