Narrative Update • Jul 10

In the last week, the market has stayed flat, however the Consumer Staples sector stood out, gaining 5.1%. Meanwhile, the market is actually up 31% over the past year. Earnings are forecast to grow by 6.7% annually.
Has the Hungarian Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | Ft22.3t | Ft16.5t | Ft2.0t | 11x | 11.3x | 1.4x |
| Tue, 09 Jun 2026 | Ft20.6t | Ft16.5t | Ft2.0t | 10.5x | 10.5x | 1.3x |
| Thu, 07 May 2026 | Ft21.5t | Ft16.5t | Ft2.1t | 10.9x | 10.1x | 1.3x |
| Sat, 04 Apr 2026 | Ft19.6t | Ft16.5t | Ft2.1t | 9.2x | 9.1x | 1.2x |
| Mon, 02 Mar 2026 | Ft20.4t | Ft16.4t | Ft2.1t | 9.7x | 9.8x | 1.2x |
| Wed, 28 Jan 2026 | Ft20.6t | Ft16.6t | Ft2.1t | 9.4x | 10.1x | 1.2x |
| Fri, 26 Dec 2025 | Ft18.5t | Ft16.6t | Ft2.1t | 9.2x | 9x | 1.1x |
| Sun, 23 Nov 2025 | Ft18.7t | Ft16.6t | Ft2.0t | 11.1x | 9.3x | 1.1x |
| Tue, 21 Oct 2025 | Ft18.2t | Ft16.7t | Ft2.0t | 12.3x | 9.1x | 1.1x |
| Thu, 18 Sep 2025 | Ft17.4t | Ft16.8t | Ft2.0t | 10.6x | 8.6x | 1x |
| Sat, 16 Aug 2025 | Ft18.3t | Ft16.8t | Ft2.0t | 11.7x | 9x | 1.1x |
| Mon, 14 Jul 2025 | Ft17.1t | Ft16.8t | Ft2.1t | 11x | 8.1x | 1x |
| Wed, 11 Jun 2025 | Ft16.5t | Ft16.8t | Ft2.1t | 11.2x | 7.8x | 1x |
| Fri, 09 May 2025 | Ft16.7t | Ft16.5t | Ft2.1t | 11.5x | 8x | 1x |
| Sun, 06 Apr 2025 | Ft15.2t | Ft16.5t | Ft2.1t | 10.5x | 7.2x | 0.9x |
| Tue, 04 Mar 2025 | Ft16.6t | Ft16.0t | Ft1.9t | 10.5x | 8.5x | 1x |
| Thu, 30 Jan 2025 | Ft16.0t | Ft15.9t | Ft2.0t | 9.9x | 8x | 1x |
| Sat, 28 Dec 2024 | Ft17.4t | Ft16.0t | Ft2.0t | 9.1x | 8.7x | 1.1x |
| Mon, 25 Nov 2024 | Ft15.0t | Ft16.0t | Ft2.0t | 8.8x | 7.4x | 0.9x |
| Wed, 23 Oct 2024 | Ft14.0t | Ft16.0t | Ft2.1t | 9x | 6.8x | 0.9x |
| Fri, 20 Sep 2024 | Ft13.8t | Ft16.0t | Ft2.1t | 10.6x | 6.7x | 0.9x |
| Sun, 18 Aug 2024 | Ft13.4t | Ft15.9t | Ft2.1t | 11.1x | 6.5x | 0.8x |
| Tue, 16 Jul 2024 | Ft13.6t | Ft15.5t | Ft2.0t | 11.3x | 6.7x | 0.9x |
| Thu, 13 Jun 2024 | Ft13.5t | Ft15.5t | Ft2.0t | 10.9x | 6.6x | 0.9x |
| Sat, 11 May 2024 | Ft13.9t | Ft15.5t | Ft2.0t | 12x | 7.1x | 0.9x |
| Mon, 08 Apr 2024 | Ft13.5t | Ft15.6t | Ft2.0t | 12x | 6.7x | 0.9x |
| Wed, 06 Mar 2024 | Ft13.3t | Ft15.5t | Ft2.0t | 11.5x | 6.7x | 0.9x |
| Fri, 02 Feb 2024 | Ft13.3t | Ft15.8t | Ft1.8t | 12.6x | 7.5x | 0.8x |
| Sun, 31 Dec 2023 | Ft12.6t | Ft15.8t | Ft1.8t | 11.1x | 7.1x | 0.8x |
| Tue, 28 Nov 2023 | Ft12.0t | Ft15.6t | Ft1.7t | 10.8x | 6.9x | 0.8x |
| Thu, 26 Oct 2023 | Ft10.6t | Ft16.0t | Ft1.7t | 10.3x | 6.1x | 0.7x |
| Sat, 23 Sep 2023 | Ft10.3t | Ft15.9t | Ft1.7t | 11.2x | 5.9x | 0.6x |
| Mon, 21 Aug 2023 | Ft10.8t | Ft15.7t | Ft1.7t | 11.5x | 6.4x | 0.7x |
| Wed, 19 Jul 2023 | Ft8.6t | Ft15.1t | Ft1.5t | 9.2x | 5.7x | 0.6x |
5.7x
Which sectors have driven the changes within the Hungarian Market?
| HU Market | -0.70% | |
| Consumer Staples | 5.08% | |
| Energy | 4.25% | |
| Tech | 2.50% | |
| Materials | 0% | 0 |
| Consumer Discretionary | 0% | 0 |
| Utilities | -0.39% | |
| Real Estate | -0.51% | |
| Telecom | -0.75% | |
| Healthcare | -0.84% | |
| Industrials | -0.95% | |
| Financials | -1.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| MOL MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság | Ft4.08k | 4.2% +Ft105.8b | 34.5% | PE14.1x | Energy | |
| MBHBANK MBH Bank Nyrt | Ft2.80k | 6.5% +Ft54.8b | -49.8% | PB0.8x | Financials | |
| 4IG 4iG Nyrt | Ft1.88k | 2.7% +Ft14.5b | 2.8% | PS0.7x | Tech | |
| BET Budapesti Értéktozsde Nyilvánosan Muködo Részvénytársaság | Ft11.90k | 10.2% +Ft6.0b | 53.5% | PE6.5x | Financials | |
| OPUS OPUS GLOBAL Nyrt | Ft375.00 | 2.5% +Ft4.8b | -37.4% | PE8.3x | Industrials |