Industry bumps in 2022 – Greek consumer stocks are down c9% on average since the start of the war in Ukraine, weighed down by de-risking and rising uncertainty regarding the near-term outlook. Stocks more severely affected have been small caps/less liquid names, with OPAP and Jumbo standing out as outperformers thanks to solid operating momentum, more visibility around near-term earnings and – in OPAP’s case – a very compelling 2-digit dividend yield putting a cap on the downside risk. … with ...
Industry bumps in 2022 – Greek consumer stocks are down c9% on average since the start of the war in Ukraine, weighed down by de-risking and rising uncertainty regarding the near-term outlook. Stocks more severely affected have been small caps/less liquid names, with OPAP and Jumbo standing out as outperformers thanks to solid operating momentum, more visibility around near-term earnings and – in OPAP’s case – a very compelling 2-digit dividend yield putting a cap on the downside risk. … with ...
2021: Top line record, impressive profit and cash flow generation – 2021 proved to be a stellar year for Plaisio, with the group delivering record sales (+23% yoy growth) and the highest EBITDA since 2014 (up almost 50% yoy at €20m). The results reaffirmed the resilience of the business model and Plaisio’s leading value proposition. Its multi-channel, multi product and strong route-to market capabilities following past investments differentiate the group vis-à-vis competitors and constitute dist...
2021: “life in the fast lane" – 2021 was quite an eventful year, with swings in risk perception as initial enthusiasm about vaccine progress was followed by concerns about inflation, a pivot in central bank policy (Fed) and the impact from the Omicron variant. As a result, after a 12% return until mid-May 2021, Greek stocks were flat in the remainder of the year, affected by the general de-risking mood and some idiosyncratic headwinds (liquidity drain from capital raisings and issuance activity ...
2021: “life in the fast lane" – 2021 was quite an eventful year, with swings in risk perception as initial enthusiasm about vaccine progress was followed by concerns about inflation, a pivot in central bank policy (Fed) and the impact from the Omicron variant. As a result, after a 12% return until mid-May 2021, Greek stocks were flat in the remainder of the year, affected by the general de-risking mood and some idiosyncratic headwinds (liquidity drain from capital raisings and issuance activity ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Sure-footed in a competitive market – Plaisio is one of Greece’s largest retailers of PC, digital technology and office products. It operates 24 stores in Greece and another 1 in Bulgaria. Besides being a retailer, Plaisio is also a product assembler importing technology equipment parts from China and assembling those in its facilities under its own brand. Main pillars of differentiation vis-à-vis competitors in a highly commoditized industry are the logistics infrastructure, the route-to-market...
Plaisio Computers S.A. is based in Greece and operates into the following market segments: Office Equipment; PCs & Digital Technology; Telecommunications; Electrical Appliances & Other. Plaisio operates in Greece and Bulgaria and its products are distributed through a network of stores.
With the cyclical momentum set to strengthen in the coming months and disposable income having reached an inflection point, we are reasonably sanguine about the outlook for G.RE.CO. stocks. We update our thesis for the consumer-related companies, arguing that improving fundamental data and scope for increasing cash returns substantiate a buy case for our top picks in this space: Jumbo, OTE, OPAP and Fourlis. On OPAP, we reiterate the view that the present value of gaming duty payments that the...
A director at Plaisio Computers Sa bought 10,000 shares at 3.370EUR and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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