Narrative Update • Aug 21

The Information Technology sector gained 4.7% while the market remained flat over the last week. Meanwhile, the market is actually up 29% over the past year. Earnings are forecast to grow by 6.0% annually.
Has the Hungarian Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | Ft23.1t | Ft17.2t | Ft2.1t | 10.8x | 10.8x | 1.3x |
| Sat, 25 Jul 2026 | Ft22.3t | Ft16.5t | Ft2.0t | 11x | 11.3x | 1.4x |
| Mon, 22 Jun 2026 | Ft21.5t | Ft16.4t | Ft2.0t | 10.9x | 10.9x | 1.3x |
| Wed, 20 May 2026 | Ft20.7t | Ft16.4t | Ft2.0t | 10.9x | 10.3x | 1.3x |
| Fri, 17 Apr 2026 | Ft21.6t | Ft16.5t | Ft2.1t | 10.1x | 10.1x | 1.3x |
| Sun, 15 Mar 2026 | Ft19.3t | Ft16.5t | Ft2.1t | 9.3x | 9x | 1.2x |
| Tue, 10 Feb 2026 | Ft20.9t | Ft16.6t | Ft2.0t | 9.5x | 10.2x | 1.3x |
| Thu, 08 Jan 2026 | Ft19.4t | Ft16.6t | Ft2.1t | 9.2x | 9.4x | 1.2x |
| Sat, 06 Dec 2025 | Ft18.5t | Ft16.6t | Ft2.0t | 9.5x | 9.1x | 1.1x |
| Mon, 03 Nov 2025 | Ft18.7t | Ft16.7t | Ft2.0t | 12.3x | 9.3x | 1.1x |
| Wed, 01 Oct 2025 | Ft17.4t | Ft16.8t | Ft2.0t | 10.9x | 8.6x | 1x |
| Fri, 29 Aug 2025 | Ft18.0t | Ft16.8t | Ft2.0t | 10.7x | 8.8x | 1.1x |
| Sun, 27 Jul 2025 | Ft17.5t | Ft16.8t | Ft2.1t | 11.6x | 8.3x | 1x |
| Tue, 24 Jun 2025 | Ft16.5t | Ft16.8t | Ft2.1t | 10.8x | 7.8x | 1x |
| Thu, 22 May 2025 | Ft17.1t | Ft16.8t | Ft2.1t | 11.1x | 8x | 1x |
| Sat, 19 Apr 2025 | Ft15.9t | Ft16.5t | Ft2.1t | 10.9x | 7.5x | 1x |
| Mon, 17 Mar 2025 | Ft16.3t | Ft16.4t | Ft2.1t | 10.8x | 8x | 1x |
| Wed, 12 Feb 2025 | Ft16.4t | Ft15.9t | Ft2.0t | 10.3x | 8.2x | 1x |
| Fri, 10 Jan 2025 | Ft17.9t | Ft15.9t | Ft2.0t | 9.4x | 9x | 1.1x |
| Sun, 08 Dec 2024 | Ft14.8t | Ft16.0t | Ft2.0t | 8.8x | 7.3x | 0.9x |
| Tue, 05 Nov 2024 | Ft14.1t | Ft16.2t | Ft2.1t | 9.1x | 6.8x | 0.9x |
| Thu, 03 Oct 2024 | Ft14.1t | Ft16.0t | Ft2.1t | 10.7x | 6.9x | 0.9x |
| Sat, 31 Aug 2024 | Ft13.6t | Ft15.9t | Ft2.1t | 11.2x | 6.6x | 0.9x |
| Mon, 29 Jul 2024 | Ft13.8t | Ft15.5t | Ft2.0t | 11.4x | 6.7x | 0.9x |
| Wed, 26 Jun 2024 | Ft13.6t | Ft15.5t | Ft2.0t | 11.8x | 6.6x | 0.9x |
| Fri, 24 May 2024 | Ft13.6t | Ft15.5t | Ft2.0t | 11.9x | 6.7x | 0.9x |
| Sun, 21 Apr 2024 | Ft13.3t | Ft15.6t | Ft2.0t | 12.1x | 6.6x | 0.9x |
| Tue, 19 Mar 2024 | Ft13.4t | Ft15.6t | Ft2.0t | 11.8x | 6.6x | 0.9x |
| Thu, 15 Feb 2024 | Ft13.2t | Ft15.8t | Ft1.8t | 12.6x | 7.4x | 0.8x |
| Sat, 13 Jan 2024 | Ft13.1t | Ft15.8t | Ft1.8t | 11.7x | 7.3x | 0.8x |
| Mon, 11 Dec 2023 | Ft12.2t | Ft15.7t | Ft1.8t | 11.1x | 6.8x | 0.8x |
| Wed, 08 Nov 2023 | Ft10.6t | Ft15.9t | Ft1.7t | 10.5x | 6.1x | 0.7x |
| Fri, 06 Oct 2023 | Ft10.5t | Ft15.9t | Ft1.7t | 10.7x | 6x | 0.7x |
| Sun, 03 Sep 2023 | Ft10.3t | Ft15.8t | Ft1.7t | 9.5x | 6.1x | 0.7x |
6.1x
Which sectors have driven the changes within the Hungarian Market?
| HU Market | -0.75% | |
| Tech | 4.71% | |
| Healthcare | 3.19% | |
| Energy | 2.31% | |
| Financials | 1.74% | |
| Consumer Staples | 0.72% | |
| Utilities | 0.32% | |
| Telecom | -0.47% | |
| Industrials | -0.70% | |
| Materials | -4.39% | |
| Consumer Discretionary | -4.59% | |
| Real Estate | -46.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| OTP OTP Bank Nyrt | Ft46.32k | 2.3% +Ft269.5b | 54.3% | PB2.2x | Financials | |
| RICHTER Gedeon Richter | Ft13.30k | 3.3% +Ft76.6b | 26.4% | PE11.2x | Healthcare | |
| 4IG 4iG Nyrt | Ft1.58k | 4.3% +Ft18.8b | -21.4% | PS0.6x | Tech | |
| RABA RÁBA Jármuipari Holding Nyrt | Ft3.70k | 19.8% +Ft8.1b | 146.3% | PE18.2x | Industrials | |
| PANNERGY PannErgy Nyrt | Ft3.05k | 4.5% +Ft2.0b | 82.6% | PE27.4x | Utilities |