Tag: commentary

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INSTANT VIEW - Hungary's inflation drops, but price pressure mounts

January 15, 2019, 2:50 pm
Hungary’s headline inflation decelerated to 2.7% in December 2018, in line with expectations, but core inflation picked up to 2.8% yr/yr from 2.6%. Here’s what analysts think of what happened... 

Here are the favourite stocks of Hungarian fund managers

January 4, 2019, 9:01 am
The last month of 2018 brought extraordinary days to capital markets. Markets overseas closed December considerably lower due to concerns about the prospects of economic growth and uncertainties caused... 

All eyes on the central bank in Hungary

December 17, 2018, 5:24 pm
As a result of the deceleration of inflation in November as well as global developments, the National Bank of Hungary (MNB) is not forced to take any step towards monetary tightening just yet therefore... 

ANALYST VIEW - Hungary Magyar Telekom offers interesting optionality

December 17, 2018, 4:20 pm
Citi has raised its target price for Magyar Telekom, saying that the Hungarian telecom group offers and attractive yield with interesting optionality, especially as the local telecom market is about to... 

Kopint-Tárki projects more robust economic growth for Hungary for 2018

December 13, 2018, 2:03 pm
Local think tank Kopint-Tárki has raised its growth estimate for Hungary to 4.8% for 2018, a raise of 0.2 percentage points compared to the previous projection made in October, announced Kopint-Tárki Zrt.... 

May Hungary's Team Matolcsy be threatened with 'forint gun' in 2019?

December 13, 2018, 12:24 pm
The Monetary Council of the National Bank of Hungary (MNB) will have to make a statement again, while an increasing number of analysts doubt that it will be able to maintain the current interest rates... 

Huge turnaround in Hungary: CPI has not done this for eight months

December 10, 2018, 4:44 pm
After Hungary’s annual inflation accelerated close to a six-year high in October 2018, consumer prices rose at a less drastic pace in November, mainly due to a sharp fall in oil prices, analysts... 

Hungarian fund managers name favourite stocks

December 10, 2018, 12:43 pm
Global stock markets have had a busy month in November, but despite trade war concerns and downside risks one of the main surprises was delivered by the Budapest Stock Exchange (BSE), as BUX entered December... 

Planned wage hikes seen upsetting Hungary's budget in 2020

December 7, 2018, 2:36 pm
In recent weeks Hungarian ministers announced three waves of public sector wage increases that will affect the spending side of the budget. Analysts at OTP Research published a research note assessing... 

Moody's says Hungary's credit profile balances robust growth

December 7, 2018, 1:28 pm
Hungary's credit profile is supported by robust growth, the authorities' commitment to fiscal policies that will keep budget deficits within the 3% of GDP Maastricht threshold, and significantly reduced... 

ANALYST VIEW - HSBC cuts target price for Hungary's Magyar Telekom

December 6, 2018, 8:50 am
HSBC has lowered its target price for Hungary’s Magyar Telekom to HUF 535 per share from HUF 570 previously, while it maintained its ‘Buy’ recommendation for the telecom stock. The new... 

Templeton guru disappointed, identifies worrying trend in Hungary

December 5, 2018, 4:38 pm
Outside of the Eurozone, countries like Hungary, Poland and the Czech Republic have slid even further toward protectionism and far-right nationalism. This is a worrying trend for European integration... 

Hungary forint seen depreciating markedly in 2019 - analysts

December 5, 2018, 9:08 am
Hungary’s forint was found to be the second riskiest Emerging Market currency in November, up from the sixth spot in October in Nordea Bank’s ranking of 33 EM currencies, i.e. the Danish bank... 

Fitch sees strong resilience by CEE banks to expected economic slowdown

December 4, 2018, 3:57 pm
Fitch Ratings has a Stable Outlook on Central and eastern European (CEE) banks, saying it should be resilient to the expected moderation of economic growth across the region. It has a Positive Outlook... 

ANALYST VIEW - Jefferies ups targert price for Hungary's Richter

November 30, 2018, 8:57 am
Jefferies has raised its target price for Richter, Hungary’s leading pharmaceutical producer. Jefferies has raised its target price for Richter to HUF 5,520 per share from HUF 5,470 previously.... 

ANALYST VIEW - Morgan Stanley ups target price for Hungary's OTP

November 27, 2018, 8:22 am
Morgan Stanley has raised its target price for Hungary’s OTP to HUF 13,800 from HUF 13,200 previously. The new TP offers a 20.4% upside potential over the banking paper’s closing price on the... 

Moody's keeps both rating and outlook on Hungary unchanged

November 24, 2018, 9:31 pm
Moody's Investors Service has today affirmed Hungary's long-term issuer and senior unsecured debt ratings at Baa3. Concurrently, the government's senior unsecured shelf rating of (P)Baa3 has been affirmed.... 

Hungary's massive growth surprised everyone, but peak has been reached

November 23, 2018, 4:20 pm
It surprised everyone how robust the performance of the Hungarian economy was in the third quarter, but this rate is unsustainable therefore we should be prepared for a major slowdown next year and in... 

Star economist reveals what Hungary needs to catch up with Austria

November 23, 2018, 8:42 am
Hungary is on the right track to converge with Western Europe, however, policymakers will need to maneuver carefully to avoid overheating the country’s economy, according to Ludovic Subran, Global... 

OECD warns Hungary to pay heed to possible overheating

November 21, 2018, 1:15 pm
The strong economic expansion is projected to slow gradually in the next two years, while wage growth and employment are to continue to support growth, the Organisation for Economic Cooperation and Development... 
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