Q&A – Greek Banks
In this RG F4T we are updating our Q&A on Greek Banks. We maintain our DOI stance on valuation grounds (RoTE vs P/TBV); sole exception is NBG which…
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Greek Banks Net Interest Income Analysis
In this RG F4T we focus on Net Interest Income and its components, using the breakdowns provided in banks’ FY IFRS 2018 reports. In a nutshell…
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Greek Banks Q&A
n this RG F4T we are addressing the banking stock performance (3M +48%) in the form of Q&A.
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Greek Bad Bank? Signs of a Will
Five months ago (June) we worked on a Greek Bad Bank solution to conclude…
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Greek Bad Bank: Where There Is a Will There is Way
With this note we attempt to become more constructive on the sector (and the sovereign); we analyze how…