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Romania – The volume of constructions rebounded in Dec | POSITIVE

by Stoian Cosmin 02/23/2026

• Romania – The volume of constructions rebounded in Dec | POSITIVE • According to the figures released by the National Institute of Statistics (NIS) on Thursday, the volume of the constructions rebounded in Dec 2025, increasing by 7.2% M/M, …

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02/23/2026

DIGI RO: Q4 2025 Earnings preview

by Stoian Cosmin 02/23/2026

* Digi Communications is due to report Q4/FY 2025 results on 23 February. * We expect Q4 revenue of EUR 574.0m, up 11% Y/Y, driven by Romania at EUR 304.5m (+7% Y/Y) and Spain at EUR 242.8m (+16% Y/Y). Portugal should contribute EUR …

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02/23/2026

H2O RO: Q4 2025 Earnings preview

by Stoian Cosmin 02/23/2026

* Hidroelectrica is set to release its Q4 2025 / FY 2025 preliminary results on February 26. * For Q4 2025, we expect a net profit of RON 919m, up 54% Y/Y, mainly driven by a 20% Y/Y increase in …

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02/23/2026

EL RO: Q4 2025 Earnings preview

by Stoian Cosmin 02/23/2026

* Electrica is scheduled to publish its preliminary Q4 / FY 2025 results on the 26th of February. * In Q4 2025 we expect the company to deliver a net profit of RON 185m, implying a 2.5x increase Y/Y from RON …

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02/23/2026

BRD RO at record levels: 2.1x P/FY 2026E BV embeds demanding high-teens ROE assumptions | SELL

by Stoian Cosmin 02/23/2026

* BRD – Groupe Société Générale set a new all-time high today @ 33.50 RON/share.  At this price, BRD RO is currently trading at 2.1x FY 2026E BV and at 14.9x FY 2026E EPS, despite a profitability profile that, historically, …

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02/23/2026
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