We welcome the agreement with the state over the cost of crude water -both retroactively (2013-2020) and going forward (2020-2040)- in light of the forthcoming exclusive license renewal for an additional 20YRS. Next steps should be introducing a RAB model and dealing with the huge and unfunded healthcare & pension deficit on balance sheet. But we are not holding our breath. The same goes for…
EYDAP: Getting There
April 10th, 2021EYDAP: What is the Fair Value?
October 1st, 2020The safe approach is to do the following: a)…
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.
EYDAP (DOI): Can Do Much Better
June 11th, 2020The conclusion is we cannot turn positive on Athens Water until we know:…contact@researchgreece.com
Greece: Equities Update
September 30th, 2017With this note we update our views on Greek equities…