* Between the Middle East and domestic politics * The conflict in the Middle East and its consequences have hurt the Romanian economy, amplifying the recession from a short-term perspective. On top of this, the political tensions have recently significantly intensified, with a high probability …
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BRD RO: Q1 2026 net profit in line | NEUTRAL * For Q1 2026 BRD reported a net of RON 342m, up 2% Y/Y and in line with our estimate of RON 343m | NEUTRAL. * We will follow up with details …
SNP RO: Q1 2026 clean operating result broadly in line, but net profit misses on weaker reported EBIT and financial result | NEGATIVE * For Q1 2026, OMV Petrom reported Clean CCS EBIT of RON 1,456m, up 16% Y/Y and …
• Romania – The Y/Y rate of non-government deposits up in Mar | NEUTRAL • The figures released by the National Bank of Romania (NBR) this week show the increase in the non-government deposits for the second month in a …
* TGN RO: Transgaz published its 2026 budget. The company estimates, on a standalone basis, a 52% Y/Y decline in net profit to RON 379m (vs RON 788m in 2025), mainly as a result of a 25.5% increase in operating …
