Further upside requires using discount rates <6% and/or new projects (concession, RES) not yet tendered. We conclude it makes more sense to own…contact@researchgreece.com
GEK TERNA (F4T): What Is The Valuation?
January 20th, 2020Public Power Corporation: Initiation of Coverage – Trying to Catch a Falling Knife
January 14th, 2020For a positive investment thesis all lignite plants must be…contact@researchgreece.com
Cypriot Banks: Message In a Bottle
December 4th, 2019We believe Cypriot Banks hold a message for their Greek peers:…contact@researchgreece.com
Greek Banks Post NPE Securitizations – NBG Can Afford To Do More
December 3rd, 2019In this report we include: 1) NPE reduction targets per bank; 2) Exercise showing Year 1 post securitizations announced; 3) Exercise showing Year 2 total clean-up of what NPEs are left…contact@researchgreece.com
OPAP: It’s a Really Good Dividend!
November 28th, 2019Back in October we were reiterating our OI view on OPAP given its attractive dividend; as it turns out, the dividend is…contact@researchgreece.com