{"id":195480,"date":"2026-08-03T20:49:06","date_gmt":"2026-08-03T20:49:06","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/195480\/"},"modified":"2026-08-03T20:49:06","modified_gmt":"2026-08-03T20:49:06","slug":"bovlira-minositettek-meszaros-lorincek-kotvenyeit","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/195480\/","title":{"rendered":"B\u00f3vlira min\u0151s\u00edtett\u00e9k M\u00e9sz\u00e1ros L\u0151rinc\u00e9k k\u00f6tv\u00e9nyeit"},"content":{"rendered":"<p class=\"\">\n    A M\u00e9sz\u00e1ros L\u0151rinc nev\u00e9n l\u00e9v\u0151 \u00e9rdekelts\u00e9geket \u00f6sszefog\u00f3 OPUS GLOBAL Nyrt. <a href=\"https:\/\/bet.hu\/site\/newkib\/hu\/2026.08.\/OPUS_GLOBAL_Nyrt._-_Rendkivuli_tajekoztatas_129510674\" target=\"_blank\" rel=\"nofollow noopener\">h\u00e9tf\u0151n t\u00e1j\u00e9koztatta a befektet\u0151it<\/a>, hogy a konglomer\u00e1tum sz\u00e1m\u00e1ra les\u00fajt\u00f3 eredm\u00e9nnyel z\u00e1rult a f\u00fcggetlen hitelmin\u0151s\u00edt\u00e9si elj\u00e1r\u00e1s fel\u00fclvizsg\u00e1lata, amiben a Magyar Nemzeti Bank (MNB) a v\u00e1llalati finansz\u00edroz\u00e1si k\u00f6tv\u00e9nyprogramja miatt kellett r\u00e9szt venni\u00fck j\u00faliusban.\n  <\/p>\n<p class=\"\">\n    A vizsg\u00e1latot v\u00e9gz\u0151, n\u00e9met Scope Ratings GmbH b\u00f3vliba min\u0151s\u00edtette az Opus Global k\u00f6tv\u00e9nyeit. A M\u00e9sz\u00e1ros\u00e9k \u00e1ltal kibocs\u00e1tott k\u00f6tv\u00e9nyekre vonatkoz\u00f3 besorol\u00e1s\u00e1t [BBB-]-r\u0151l [BB-]-ra, az Opusra vonatkoz\u00f3an pedig a kibocs\u00e1t\u00f3i min\u0151s\u00edt\u00e9st [BB]-r\u0151l [BB-]-ra m\u00f3dos\u00edtotta, a kil\u00e1t\u00e1st egyidej\u0171leg negat\u00edvra v\u00e1ltoztatva.\n  <\/p>\n<p class=\"\">\n    Az <a href=\"https:\/\/www.scoperatings.com\/announcements\/rating-announcement\/EN\/180778\" target=\"_blank\" rel=\"nofollow noopener\">elemz\u00e9s szerint<\/a> a portf\u00f3li\u00f3 fenntarthat\u00f3s\u00e1g\u00e1t korl\u00e1tozza az osztal\u00e9kbev\u00e9telek er\u0151s koncentr\u00e1ci\u00f3ja: az elm\u00falt h\u00e1rom \u00e9vben ezek \u00e1tlagosan 83 sz\u00e1zal\u00e9ka az \u00e9p\u00edt\u0151ipari szegmensb\u0151l sz\u00e1rmazott. Meg\u00e1llap\u00edtj\u00e1k, hogy a csoport korona\u00e9kk\u00f6v\u00e9nek sz\u00e1m\u00edt\u00f3 M\u00e9sz\u00e1ros \u00e9s M\u00e9sz\u00e1ros Kft. poz\u00edci\u00f3i er\u0151sek a magyar infrastruktur\u00e1lis piacon, de ezeket az osztal\u00e9kokat vesz\u00e9lyezteti, hogy a szektor nagyban f\u00fcgg az \u00e1llami tenderekt\u0151l.\n  <\/p>\n<p class=\"\">\n    A politikai h\u00e1tsz\u00e9l megsz\u0171n\u00e9s\u00e9t a hitelmin\u0151s\u00edt\u0151k tapintatosan \u00fagy fogalmazt\u00e1k meg, hogy \u201egyeng\u00fclt az \u00faj megrendel\u00e9sek be\u00e1raml\u00e1sa, \u00e9s a k\u00f6zelm\u00faltban lezajlott magyarorsz\u00e1gi korm\u00e1nyv\u00e1lt\u00e1s ut\u00e1n n\u0151tt a bizonytalans\u00e1g a k\u00f6zbeszerz\u00e9si gyakorlatokkal kapcsolatban\u201d.\n  <\/p>\n<p class=\"\">\n    Gondot jelent, hogy az \u00e9p\u00edt\u0151ipari \u00e1gazat eredm\u00e9nyei viszonylag kev\u00e9s nagy infrastruktur\u00e1lis projektre \u00f6sszpontosulnak, \u00e9s tov\u00e1bbra is f\u00fcggenek az \u00e1llami k\u00f6zbeszerz\u00e9sekt\u0151l. A f\u00f6ldrajzi diverzifik\u00e1ci\u00f3 is korl\u00e1tozott, mivel a legt\u00f6bb v\u00e1llalkoz\u00e1s Magyarorsz\u00e1gon m\u0171k\u00f6dik.\n  <\/p>\n<p class=\"\">\n    Ugyanakkor a v\u00e1ltoz\u00f3 sz\u00e9lj\u00e1r\u00e1s \u00e1ltal okozott kock\u00e1zatokat r\u00e9szben m\u00e9rs\u00e9kli az energetikai szegmens nyeres\u00e9gess\u00e9ge \u00e9s osztal\u00e9kfizet\u00e9si k\u00e9pess\u00e9ge. Ide tartozik az Opus Tig\u00e1z is, amit a Scope BBB\/stabil min\u0151s\u00edt\u00e9ssel tart nyilv\u00e1n.\n  <\/p>\n<p class=\"\">\n    Azzal sz\u00e1molnak, hogy 2026-ban cs\u00f6kkennek az osztal\u00e9kbev\u00e9telek, \u00e9s tov\u00e1bbra is er\u0151sen az \u00e9p\u00edt\u0151ipari szegmensre koncentr\u00e1l\u00f3dnak, csakhogy ennek kil\u00e1t\u00e1sait fokozott bizonytalans\u00e1g \u00f6vezi.\n  <\/p>\n<p class=\"\">\n    Magyar P\u00e9ter minisztereln\u00f6k <a href=\"https:\/\/444.hu\/2026\/08\/03\/magyar-peter-felszolitotta-meszaros-lorincet-hogy-tekerje-le-az-egyik-gyarat\" target=\"_blank\" rel=\"nofollow noopener\">h\u00e9tf\u0151 este sz\u00f3l\u00edtotta fel<\/a> M\u00e9sz\u00e1ros L\u0151rincet, hogy cs\u00f6kkentse a Kall Ingredients izocukorgy\u00e1r \u00e1ramfogyaszt\u00e1s\u00e1t. \u00c9pp <a href=\"https:\/\/444.hu\/2026\/08\/01\/megjelent-es-este-hettol-hatalyos-az-ipari-nagyfogyasztok-lekapcsolasat-lehetove-tevo-kormanyrendelet?utm_source=Facebook&amp;utm_medium=444&amp;fbclid=IwY2xjawTbCB5wZG9mAWV4dG4DYWVtAjExAHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR7pfw1Tyt5BxyUQh3f6CIx1vRgvyEmpjNoQfkj4G0nF9ozJVJnyBbZV42cpAA_aem_lG0soJG2M8zG4tLiBgwGtQ\" target=\"_blank\" rel=\"nofollow noopener\">h\u00e9tf\u0151t\u0151l hat\u00e1lyos az a rendelet<\/a>, ami lehet\u0151v\u00e9 teszi a korm\u00e1ny sz\u00e1m\u00e1ra az ipari nagyfogyaszt\u00f3k lekapcsol\u00e1s\u00e1t az \u00e1ramell\u00e1t\u00e1sr\u00f3l, ha nem hajtj\u00e1k v\u00e9gre az elv\u00e1rt fogyaszt\u00e1scs\u00f6kkent\u00e9st.\n  <\/p>\n","protected":false},"excerpt":{"rendered":"A M\u00e9sz\u00e1ros L\u0151rinc nev\u00e9n l\u00e9v\u0151 \u00e9rdekelts\u00e9geket \u00f6sszefog\u00f3 OPUS GLOBAL Nyrt. h\u00e9tf\u0151n t\u00e1j\u00e9koztatta a befektet\u0151it, hogy a konglomer\u00e1tum sz\u00e1m\u00e1ra&hellip;\n","protected":false},"author":2,"featured_media":195481,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[6],"tags":[54527,44,42,40,54528,3692,43,4232,41,36555,2949,18379,18415,99,54531,54529,54530],"class_list":["post-195480","post","type-post","status-publish","format-standard","has-post-thumbnail","category-magyarorszag","tag-bovli","tag-hu","tag-hungarian","tag-hungary","tag-kall-ingredients","tag-kozbeszerzes","tag-magyar","tag-magyar-nemzeti-bank","tag-magyarorszag","tag-meszaros-es-meszaros-kft","tag-meszaros-lorinc","tag-opus-global","tag-opus-global-nyrt","tag-politika","tag-scope-ratings","tag-scope-ratings-gmbh","tag-tigaz"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/117033550639577567","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/195480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=195480"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/195480\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/195481"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=195480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=195480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=195480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}