Jumbo – upgrade to OWN IT
With this report we upgrade our rating to OWN IT on valuation grounds. The strongest link, behind our positive investment thesis, is the company’s ability…to access this report contact@researchgreece.com
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OPAP – Upgrade to OI
The existing business is worth E7.46/share (on 0% growth) but the 8.5% dividend yield (E0.65) cannot be ignored -while waiting for VLTs; conditions have matured, we think, for a win-win scenario on the latter…
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Greek Trends & Trivia – 8 August 2016
Tourism / Fourlis / Helex / Banks
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Greek Trends & Trivia 25 July 2016
We are excited to launch our new product – it will try to address in a non-periodical way…We may have kicked off on a rather negative note but stay tuned…to access this report contact@researchgreece.com
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Cyprus problem solution warm or cold?
Following a year of intensive negotiations between the Greek-Cypriot leader, Mr. Anastasiades, and the Turkish Cypriot leader, Mr. Akinci, there seems to be ‘euphoria’ on a solution/settlement of the Cyprus issue. We believe the momentum … For a solution which goes to referendum to become effective … This note touches base on the issues of … In…