GEK TERNA (F4T): What Is The Valuation?
Further upside requires using discount rates <6% and/or new projects (concession, RES) not yet tendered. We conclude it makes more sense to own…contact@researchgreece.com
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Public Power Corporation: Initiation of Coverage – Trying to Catch a Falling Knife
For a positive investment thesis all lignite plants must be…contact@researchgreece.com
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Cypriot Banks: Message In a Bottle
We believe Cypriot Banks hold a message for their Greek peers:…contact@researchgreece.com
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Greek Banks Post NPE Securitizations – NBG Can Afford To Do More
In this report we include: 1) NPE reduction targets per bank; 2) Exercise showing Year 1 post securitizations announced; 3) Exercise showing Year 2 total clean-up of what NPEs are left…contact@researchgreece.com
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OPAP: It’s a Really Good Dividend!
Back in October we were reiterating our OI view on OPAP given its attractive dividend; as it turns out, the dividend is…contact@researchgreece.com