This is our BoP Greek equities briefing. We have not made many changes compared to our semi-annual one in July: we downgraded Alpha and Helex; and upgraded Eurobank. Plus, we re-visited GEK, reiterating OI and replacing its soon-to-be-delisted RES subsidiary, Terna Energy.
Greek Equities Briefing (Annual)
January 13th, 2025Ellaktor: How Much Is The Equity Worth?
January 15th, 2024The company itself is new, being in transformation mode since 2021 and having gone through ownership and shareholding control fights, shedding assets and slashing costs. With this note we are trying to answer the following questions: a) what is the business strategy? and b) how much is the company/equity worth?
Greek Equities Update
September 28th, 2020With this note we briefly share our views on all the names we cover. We start with our OI picks, followed by Radar and DOI names. We have added several names in our Universe, most of which on a Not Rated (NR) basis.
Greece: Equities Update
September 30th, 2017With this note we update our views on Greek equities…
Ellaktor – Undervalued and most likely to remain that way for now
September 19th, 2017In this RGFood4Thought we conclude the share price of Ellaktor may be driven in the short-to-medium term by …to access this report contact@researchgreece.com