We upgrade our rating on NBG to OI; we believe shares should…
NBG – Upgrade to OI
September 13th, 2019Q&A – Greek Banks
September 12th, 2019In 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…
NBG Investor Day – Peak of Expectations
May 21st, 2019NBG 2019-2022 business plan (Investor Day, May 16) reflects a blue-sky scenario in our view…
Greek Banks Net Interest Income Analysis
April 17th, 2019In 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…
Greek Banks Q&A
April 16th, 2019n this RG F4T we are addressing the banking stock performance (3M +48%) in the form of Q&A.