Domestic real estate market, cheap Hungarian blue chips and a new meme stock – What should you buy now?


Is the Hungarian housing market falling apart? What’s going on anyway?

In Tuesday’s edition of the Portfolio Checklist, we dealt with the domestic real estate market, where we see rising prices despite falling demand, which is often due to the subjective perception of sellers. We asked Péter Futó, Portfolio’s real estate analyst, about what factors shape real estate prices at the moment, and whether a decrease is expected in the near future.

Hungarian blue chips are cheap, but not by chance? Are you sure you have to board now?

In the weekly podcast of Portfolio on August 17, it was said that several records were broken by the Hungarian blue chips, i.e. OTP, Mol, Richter and Magyar Telekom in the second quarter of this year, yet you can now buy them cheaply on the stock market. But maybe it’s not by chance, and the reasons should be sought in the operating environment – among other things, Viktor Nagy, the lead analyst of the Portfolio Share section, talked about this in the latest episode of Portfolio’s weekly podcast.

Can Hungary still avoid downgrading?

In the first part of Monday’s broadcast, we covered the latest decision of Standard & Poor’s, as the credit rating agency downgraded Hungary’s future debt rating prospects to negative. We asked Károly Beke, Portfolio’s macro analyst, about the reasons and consequences of the decision. In the second part of the program, we spoke with József Kardos, the program director of the Sziget Festival, who we also asked about the past two years of the company organizing the event, the challenges of this year, and the relationship with the new American owner.

For now, the Hungarian economy is in explosive form, but what will happen here in the winter?

In the first part of the Portfolio Checklist broadcast on Wednesday, it was about the second quarter domestic GDP data, which caused a positive surprise compared to economists’ expectations. We asked József Hornyák, Portfolio’s macro analyst, about economic growth. In the second part of the broadcast, we dealt with the 2021 reports of domestic retail chains. The program also reveals how the ranking list was formed between Aldi, Lidl, Tesco and other retail stores, as well as what awaits the sector in the rest of the year. Regarding the topic, Beatrix Fekete, the analyst of our paper’s share section, was a guest of the Checklist.

A new meme share was born! 582% increase in a couple of weeks. Is it still worth getting in?

In the first part of Thursday’s broadcast, we dealt with shares whose extreme price increases may be caused by groups of small investors who have already been able to skyrocket the prices of lesser-known or bankrupt companies. We asked Kristóf Mohos, the analyst of the Portfolio Share section, about the meme stock phenomenon. The second part of the broadcast was about the latest developments in the Russian-Ukrainian war, the explosions on the Crimean peninsula. On the peninsula, the Russian troops suffered losses, but the Ukrainian troops did not take responsibility for the attacks, but the name of a radical Islamist group also came up in connection with the attack. Regarding the topic, Dániel Huszák, the leading analyst of our newspaper’s Global section, was a guest of the Checklist.

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Source: Portfolio.hu – Befektetés by www.portfolio.hu.

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