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Tag: European Markets

JP Morgan: Excess sell-off – Shares have already appreciated the risks, little impact from a conflict in Ukraine

JP Morgan: Excess sell-off – Shares have already appreciated the risks, little impact from a conflict in Ukraine JP Morgan: Excess sell-off – Shares have already appreciated the risks, little impact from a conflict in Ukraine

Of Eleftheria Kourtali The sell-off we saw was excessive, JP Morgan points out in a new report, with the stock market not only being in a correction phase, but already being in a bear market, without this being justified by the fundamental figures. The US bank continues to expect strong economic recovery this year as […]

BofA: Against the climate, sees a strong sell-off in European stocks – Which stocks will beat the trend

BofA: Against the climate, sees a strong sell-off in European stocks – Which stocks will beat the trend BofA: Against the climate, sees a strong sell-off in European stocks – Which stocks will beat the trend

Her Eleftherias Kourtali European stocks continue to strengthen significantly despite the slowdown in growth and rising real bond yields, BofA said. He explains that while growth has slowed sharply since mid-2021 and real bond yields have skyrocketed in response to the Fed’s sharp turnaround, stocks remain close to the highs recorded during the current uptrend […]

Eurozone gains in the wake of the US inflation announcement

Eurozone gains in the wake of the US inflation announcement Eurozone gains in the wake of the US inflation announcement

With investors staring at US inflation data, which has hit a record 40 years, European stock markets closed higher. The pan-European Stoxx 600 gained 0.7% with the raw materials sector gaining 3.2%, while the shares of the Health sector lost 0.7%. The French supplier of electrical components Rexel saw its shares gain 10.3%, occupying the […]

Citi: The outlook and shares of 2022 – The new forecasts for the Greek listed companies and the favorite trade

Citi: The outlook and shares of 2022 – The new forecasts for the Greek listed companies and the favorite trade Citi: The outlook and shares of 2022 – The new forecasts for the Greek listed companies and the favorite trade

Her Eleftherias Kourtali Following Citigroup’s recent European Market Outlook report, which estimates that the sell-off caused by the new Omicron variant was normal and expected but investors will have to buy the correction, the US bank gives the new the estimates for the course of the European listed companies in 2022 as well as for […]

JP Morgan: Buy the dips – The opportunities from the new wave of the pandemic – The estimates for Greece and the European top picks

JP Morgan: Buy the dips – The opportunities from the new wave of the pandemic – The estimates for Greece and the European top picks JP Morgan: Excess sell-off – Shares have already appreciated the risks, little impact from a conflict in Ukraine

Her Eleftherias Kourtali The current fourth wave of the pandemic is unlikely to be a major or lasting problem, given JP Morgan’s positive stance on stocks, especially in Europe. As she points out, she has received several questions from her clients underscoring the concern of investors that entering the winter months the situation can only […]

JP Morgan: What does it value for Greek stocks, because it buys Greek bonds – It remains positive for the markets, the 39 top picks

JP Morgan: What does it value for Greek stocks, because it buys Greek bonds – It remains positive for the markets, the 39 top picks JP Morgan: Excess sell-off – Shares have already appreciated the risks, little impact from a conflict in Ukraine

Her Eleftherias Kourtali JP Morgan maintains its constructive stance on the shares as it estimates that the risk-reward profile remains positive, while presenting its 39 top picks from Europe. At the same time, it gives its estimates for the course of the profitability of the listed companies, seeing a double-digit increase of the Greek EPS, […]

BofA: Markets do not escape the strong sell-off – The 15 shares with brave dividends that ‘beat’ the bonds

BofA: Markets do not escape the strong sell-off – The 15 shares with brave dividends that ‘beat’ the bonds BofA: Against the climate, sees a strong sell-off in European stocks – Which stocks will beat the trend

Her Eleftherias Kourtali Bank of America maintains its negative position on European stocks, seeing a sell-off of 13% by the end of this year, for two main reasons. In this context, it identifies those stocks from the region of Europe that offer strong dividends and which will prove to be profitable and “safe” for investors […]

Citi: The 13 big buys in Europe, the opportunities in the ‘dives’ and the estimates for Greece

Citi: The 13 big buys in Europe, the opportunities in the ‘dives’ and the estimates for Greece Citi: The 13 big buys in Europe, the opportunities in the ‘dives’ and the estimates for Greece

Her Eleftherias Kourtali Rising bond yields and weakening earnings per share (EPS) are likely to keep European stocks under pressure in the coming months, according to Citigroup. However, she points out that the targets she has set based on her calculations, indicate that the pan-European Stoxx 600 index will increase slightly by 4% by the […]