As we assumed 8 months ago: FB rebunded, even more till 500. Telekom doubled its price. And banks, well ERSTE had a nice run along with Raiffeisen & BNP. Future wise it not seems so clear as a lot of geopolitical tension going on, along with election in the EU and soon in the US. But we would prefer defensive stocks, such as FMCG or the new rising star segment AI chip makers.

Hi As we wrote 6 month ago Meta had a nice 200% surplus from 90-316. Also MOL reached the 3000 peak. Currently we see EU banks/Telekom could be a good selection for rebound. Also META can keep going above 400 till late 2023, early 2024.   Out

Mol mikulas rally kifutasa 3000+ ig Illetve egy kis beindulo Meta korrekcio a tengeren tulon. Keep in touch.

2022 nem volt valami fenyes. De bejott a varva vart tech esés. 2022 ben csakis olaj es a bankok neha tudtak valamit produkalni. XOM, CVX es OXY Magyar vonatkozasban meg Mol extra 300 HuF os osztalek es talan ev vegere egy kis arfolyam hajra. Illetve OTP 7500 rol 11.000 ig rally. Tobbi nagyon ad hoc es szerencsejatek szagú. youtube.com/tozsdepercek  

Gyertek gyertek Fejlodunk mi is a korral. Mostantol keressetek a rovid videoinkat a youtube on is. @tozsdepercek

So after a short outage:) we are back. What happened. Corresction has been arrived finally. But unfortunately due to a geopolitical tension. So OIL & commodities are up finally, and everything else, such as cars, big techs are down (FB 50% correction, APPL declined etc.) So now its the time for hide & seek or watch the daily movements in every sector mostly traded stocks. Good luck and Happy Easter!:)  

Finally german carmakers rally had been arrived also. VW at 300 levels still BMW already doubled from 2020 YE lows. All due to electrification hype as mentioned in the earlier posts almost a year ago. So whats next? We prefer banks nowdays. Big US names, and also CEE region such as Raiffeisen or OTP. Also energy sector, chipmakers are still tempting due to the global market needs. Off for summer. Back in during the holiday season or Sept when the steam will start to lift again;) Off The Team.    

Well well one item already happened from the below mentioned. German carmakers: VW popped above 300+ EUR in less than 2 months. Lets see what next from the list:)

After the vaccines has been released, the awaited effects had been come to the light. Big oil companys (CVX. XOM) are up with 60-70% as expected, due to oil shortage, and due the crude and us oil back to the 60$/barrel territory. Could be 100$ in 6 months time frame as in the golden era 5+ years ago. So oil bounce done, as predicted. Whats next now? Electric car revolution and the IoT stuff. Wait for the pop of traditional german car makers. As TSLA already did it. Both of the above mentioned areas have tremmendous demand for What? What? What? Microchips. Its enough to check the trends in Nvidia, AMD or other semiconductors. And of course also  the prices of the resource producer for this. Which is?? Copper. So…

Oil is up to 50-55 territory as predicted after vaccinations started in EU and US. Cars are starts to headin UP UP UP Tesla (20x more vs 2020 march, of course no one could forseen that), but traditionals are start to close this GAP: GM at 50 all time high already EU luxury carmakers also starts to gear up. Watch this writing back after Q1 or Q2