All
Outcomes
Market
Price
AI Fair
Value
Value
Edge
90+
YesNo
110+
YesNo
120+
YesNo
100+
YesNo
130+
YesNo
AI Insights:
03.16 20:15 UpdatedFair Value Reasoning:
The current market pricing curve is irrationally flat (90+ at 42.5c, 130+ at 40.5c), implying only a 2% probability that TISZA wins between 90 and 130 seats. However, March 2026 polls (e.g., 21 Research Center showing TISZA +14%) project a seat count exactly in this 100-115 range. The market severely undervalues the 'moderate win' or 'narrow loss' scenarios while overpricing the 'supermajority' (>130 seats) tail risk. Given the polling lead and the majoritarian nature of the Hungarian system, the fair value for 90+ and 100+ should be significantly higher, while 130+ should be much lower.
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Divergence
Significant divergence exists. Polls (e.g., 21 Research Center, Median) show TISZA leading Fidesz by 10-15 points, projecting ~115 seats, which implies 'Yes 100+' probability should be >50%. However, the market prices 'Yes 90+' at only 42.5%, suggesting the market heavily favors a Fidesz victory (57.5% chance of TISZA <90 seats). The market appears to be betting on massive polling errors or a 'hidden voter' effect favoring the incumbent.