ADMIE | Alpha Bank | Bank of Cyprus | Coca Cola | Eltech Anemos | Eurobank | EYATH | Folli-Follie | Fourlis | Frigoglass | Greek Economy | Hellenic Bank | Hellenic Exchanges | Hellenic Petroleum | Hellenic Telecom | Industry-wide | Kri-Kri | Lamda Development | Motor Oil | Mytilineos | National Bank | OLP | OPAP | OTE | Piraeus Bank | PPC | Research | Sarantis | Terna Energy | Titan Cement
Greek Equities: Slow and Steady Wins the Race
This note is about investing, not trading or event-driven ideas. We believe our OI rated stocks will outperform the market on a risk-adjusted basis in the next 12-18 months. We recommend you own OPAP, Jumbo, PPC, Alpha Bank and ADMIE. We downgrade OTE given it is trading at our target price. We assume the pandemic…