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Marcel Murgoci, Estinvest: "The energy sector is the one from which investors receive the highest dividends"

Marcel Murgoci, Estinvest: "The energy sector is the one from which investors receive the highest dividends"
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What do BSE brokers and analysts expect this year?

Adrian Mitroi, CFA: "We will have to adjust to lower returns than last year's substantial ones" Dragoş Mesaroş, Goldring: "Contributions to mandatory private pensions will increase, so the funds will have more money to invest" Marcel Murgoci, Estinvest: "Promotion to the MSCI emerging markets category may lead high-profile issuers to consider listing on the BVB Regulated Market" Alin Brendea, Prime Transaction: "The capping and lowering of interest rates on the money markets will be the main positive factor of the year" ....

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Stock market year 2023 - among the best in BVB history

31.8% increase for BET and almost 40% for BET-TR Dragoş Mesaroş, Goldring: "With the listing of Hidroelectrica, it was as if we had another market" Alin Brendea, Prime Transaction: "The stock market was the only investment market that ensured certain positive real returns in 2023" BSE has become the second largest stock exchange in Eastern Europe, in terms of capitalization, but the value of transactions remains low ....

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New records at BVB; What's next?

BET broke the high of last January Dragoş Mesaroş, Goldring: "In addition to FP, dividends from Banca Transilvania, OMV Petrom and Sphera are foreseen; I expect that BRD will also come up with a proposal" Elena Uleia, Prime Transaction: "In the long term, the prospects for OMV Petrom and Romgaz are good, considering the gas exploitation project in the Black Sea" ....

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How does the FP portfolio look after the sale of Hidroelectrica and the payment of dividends

Ovidiu Şerdean, IFB Finwest: "For the listing of Fondul Proprietatea's holdings, in some cases, it depends on the political decision" Marcel Murgoci, Estinvest: "I think that FP will try to exit every company in the portfolio; the first candidate for listing is Salrom" Johan Meyer, Franklin Templeton: "We are looking towards FP version 2.0., where we will have the flexibility to invest in new opportunities, to take advantage of the potential offered by the Romanian market" ....

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