In the supply business, PPC with…
Greek Energy Market
July 16th, 2020Terna Energy Announces Sale of 138MW US wind park
July 16th, 2020Τerna Energy announced the sale of its 138MW Mountain Air wind park in the US to Innergex Renewable Energy (Canada); after reading the press releases from both companies, we are re-sending our June 5 update on the stock, adding the following points…contact@researchgreece.com
Greek Refineries
July 15th, 2020There is a good chance both companies will pay a decent
dividend yield (4%-5%) out of 2020 earnings (out of 2021 cash flows). But
given that a good yield can be found in other names with better visibility,
we conclude…contact@researchgreece.com
Jumbo: Thoughts on Strong 6 month trading
July 3rd, 2020Our published (Covid related) sales decline is at -26% in 2020, which now
seems way off; we deem likely a…contact@researchgreece.com
Sarantis: Demanding Valuation
June 23rd, 2020We maintain our rating on Sarantis on low visibility and the
challenging task to replace…contact@researchgreece.com
