While trying to reconcile 2022 NPE/RoTE targets, our reflex reaction on the investment case is that…contact@researchgreece.com
Alpha Bank: Strategy Update / Galaxy E12bn NPE securitization
November 20th, 2019Eurobank: Hercules in Cairo
November 15th, 2019We provide an update on this landmark E7.5bn multi-asset (E6.8bn NPEs) securitization transaction, as we believe it will …contact@researchgreece.com
Greek Banks (RG F4T): APS Hercules
October 10th, 2019According to Greek mythology…
Q&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…
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…