Investing in the Stock Market in HUNGARY, good value or value trap?

7 months ago
115

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I joined one of Swen Lorenz's research field trips to find out about the Hungarian stockl market and locally- as well as regionally-listed equities. We went to Magyar Telekom, OTP Group, Erste Bank, Raiffeissen, ANY and MOL. This interview summarizes some of the key learnings.

00:00 Introduction
00:20 Why consider investing in the stock market in Hungary?
01:40 What are the key issues that Hungary is facing?
03:00 What are some potential catalysts for stocks in Hungary to re-rate?
05:00 Hungary's energy independence
07:20 Interesting companies to invest in - ANY in Hungary
10:30 Investing in OTP Bank Group
13:45 Heavy involvement of government and EU

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No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction. Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.

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