Sarantis: Demanding Valuation #2 – Reconstructing Q2

September 7th, 2020

Comparing reported H1 results with the Q1 trading statement released on May 4, we highlight the following…

Jumbo’s sales down 11% in August ytd

September 7th, 2020

Our published (Covid related) sales decline is now at…

PPC: Good Chances of Going Higher

September 4th, 2020

This note is an attempt to guess how much the share price of PPC may rise in light of selling a stake in Deddie (the distributor).

KRI-KRI: Intriguing Greek Yogurt Business

July 22nd, 2020

We do not cover KRI KRI but we have been following the name, intrigued by
their P&L growth; RoTE; cash flow generation; and solid balance sheet.
Following their annual presentation to institutional investors on Jul 8, we
present our thoughts in this report…contact@researchgreece.com

Greek Banks: NPE & DTC overhang

July 20th, 2020

If you are still wondering why Greek Banks have not
recouped their pre-pandemic P/BV multiples (0.40x), you should look no
further than Bank of Greece’s latest Financial Stability Review (published
July 16); on pp. 7-8…contact@researchgreece.com