Hungarian Market Community
Our community narratives are driven by numbers and valuation.
Hungarian Investing Ideas
Global Weekly Picks
Global Community
Undervalued on current metrics
Catalysts Current Defence spend in EU & Globally is surging. Exosens state of the art tech & customer acceptance is impacting positively sales, margins & profits.Read more
TRANSCORP GROUP PLC – SUSTAINED REVENUE MOMENTUM AND PROFIT GROWTH ANCHOR STRONG Q3 2025 PERFORMANCE
Executive Summary Transnational Corporation Plc (“Transcorp Group” or “the Company”) delivered a resilient and impressive financial performance for the nine months ended 30 September 2025 , underscoring its strategic agility, diversified operations, and strong execution capability. Revenue rose 39% year-on-year to ₦413.4 billion (Q3 2024: ₦297.7 billion), reflecting broad-based growth across the Group’s power and hospitality segments.Read more
HALDANE McCALL PLC Q3 2025 Result – Resilient Profitability Amid Revenue Contraction and Strong Balance Sheet Growth
Executive Summary Haldane McCall Plc delivered a steady performance for the nine months ended 30 September 2025, demonstrating operational resilience and prudent financial management despite a challenging macroeconomic environment. Revenue for the period declined 44% year-on-year to ₦1.82 billion (9M 2024: ₦3.27 billion), reflecting reduced business volumes across the hospitality and real estate segments.Read more
BETA GLASS PLC Q3 Result – Record Earnings Momentum Sustained as Operational Efficiency and Capacity Expansion Drive Exceptional Profit
Executive Summary Beta Glass Plc, West & Central Africa’s leading glass packaging manufacturer, delivered an outstanding performance for the nine months ended September 30, 2025, achieving record earnings growth supported by strong operational execution, enhanced production capacity, and resilient market demand across core segments. Revenue surged 43% YoY to ₦114.4 billion , while Profit Before Tax grew sharply by 225% YoY to ₦40.3 billion , reflecting cost discipline, manufacturing efficiency, and favorable product mix.Read more
DLocal's Future Looks Bright with 29x Future PE
The trading narrative for dLocal (DLO), based on the DCF Valuation - HatedMoats article, is that the stock is significantly undervalued. Key Trading Narrative Points: Verdict: Undervalued.Read more
JAIZ BANK PLC 9M 2025 – Resilient Earnings Growth and Strategic Financing Drive Robust Performance
Executive Summary Jaiz Bank Plc reported a solid performance for the nine months ended 30 September 2025, reflecting steady growth in gross earnings, disciplined cost management, and strong net income from financing and investment activities. The Bank posted gross earnings of ₦82.87 billion , representing growth from ₦76.41 billion in 2024, supported by financing and investment income.Read more
One of the first real AI-native winners
Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more
Difficulty road ahead for this Grocery Store but a possible way out over a long road once the shocks to the consumer subside
Scenario (current figures as of 2025-11-11): Yearly evenue Growth Rate stats at least the current 1.79% on average. ACI is able to increase Profit Margin from currently anemic 1.20% to 1.50% (industry average is 3.02%) through management of non-performing locations, automation, on-line and "digital" efforts.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
