§—œ‘ Week #563, 7/7/2015

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Transcript of §—œ‘ Week #563, 7/7/2015

  • WEEK

    .563 / 07.07.2015

    ,

    , MIG

    -- FITCH

    9 11 12

    - ELA, Grexit. , -, . 5 , , , - . . Royal Bank of Scotland - . , , 127 . 439 . . , , - , , . ,

    , , 1 . . (, ), (, ), - . , - ( 17% ), 61,2 81 . , 4% . , Grexit 120 . , 90 . 50 . . , Grexit 4,3% , 4,2% 5,3% . W

    GREXIT ( );

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  • WEEK

    .563/ 07.07.2015 2

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    . - collaterals () , -. . ; - , Alexei Likhachev, . . - , . O , , , , . , . , Grexit . W

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  • WEEK

    .563/ 07.07.2015 4

    , , , . , . , Telegraph , .

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  • WEEK

    .563/ 07.07.2015 6

    O JP Morgan Malcolm Barr , .

    , . - Barclays. ELA 20 , 3,5 . . 30 . . . Oxford Economics, 85%, 67% . Grexit. Eurogroup . ; .. - ; BayernLB, , : - . Eurogroup - Grexit .

    Berenberg Bank, , Grexit . , . . , - . , , Commerzbank 20 - ELA, . , , . W

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    an property

  • WEEK

    .563/ 07.07.2015 8

    139 .

    -, , , . - , - . FT25 30%, - , . -. 26/7 797,52 - - Grexit. . -, 797,52 , 2,03%.

    , . 52 680 () 651,78 - . , 600 - 2012, 475 . - , . , stop loss , . bail in. - . , , , 26 2015. W

    :

  • WEEK

    .563/ 07.07.2015 9

    ; , Xrima Week .

    , 100.000 . 100 . 100.000 ; , 1 ., - 100 . ; , 30 40 . . , , . ELA, . , , bail in . , ELA, 20 , 3,5 . . 30 . Barclays.

    -. , . , , , . , , . , - . O EFSF - . , EFSF 67% Alpha Bank, 55% 35% Eurobank . W

  • WEEK

    .563/ 07.07.2015 10

    H , , , .

    . - , -. . - . -. Grexit . 2012 . -, , S&P 500, 1,14%, DAX 3% 1,5%. , S&P 500 2008 Lehman Brothers 25% 8,8% . , - . , 3,9%,

    2013. , . , - , 2010-2011, , S&P. Goldman Sachs, 2 , , - . - Nomura. (2010-2012). - . , . , - . W

  • WEEK

    .563/ 07.07.2015 11

    MATIKA NEA>

    Wall Street. . , .

    > 1 , 10,9 . , 3,6 ., - . - .

    > . - . , , - .

    > - . , , - - .

    > - - Tradeweb, - capital controls.

    > - 0,24 , .

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    CEO ouzounis.k@ethosmedia.eu

    kaloumenos.g@ethosmedia.eu

    : ETHOS MEDIA S.A. 29, 174 56 T:210 9984950, :210 9984953

    www.hrima.grwww.ethosmedia.euhrima@hrima.gr

    > < 35.000 - . VLTs . 80 , 80 . , - VLTs , , , . , - . 40 . .

    > < , , 110.000 . , , , - , 25 , , , 280.000 170.000 , . .

    > MIG < FAI rent-a-jet AG (51%) FAI Asset Management GmbH (50,1%) - MIG. Axtmann Holdings AG Axtmann. , , 25,2 . . - , - 34,9 . 31 2015.

    > < - , . . - , , 10.000-12.000 .

  • WEEK

    .563/ 07.07.2015 12

    Eurobank Equities 2015, 17,54% 17,02% . , Euroxx 12,78% NBG Securities 10,19%, 7,88% 6,17%. , , , Eurobank Equities 17,02% Euroxx 14,39%, NBG 8,56%, 7,36% Citigroup 6,09%.

    - . - Alpha Bank, Eurobank, , Euroxx, overweight . Euroxx, - . , .

    - 8 . , Moodys, . , 44 . 2014, 120 ., Moodys. 9 . - , - Goldman Sachs, 26 50 . .

    -FITCH capital controls Fitch,

    O OA

    Alpha Bank, ,

    , Eurobank, Attica

    .., Motor Oil

    , Intralot

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    , , J&P

    Jumbo, Fourlis,

    Coca Cola HBC, Frigoglass, , ,

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    . , . , Fitch, - , - (resolution) . RD (Restricted Default- ) Fitch, , , - -. Fitch C/RR6 CCC/RR4 . , , Eurobank RD CCC Alpha Bank RD C .

    -S&P , S&P. S&P Selective Default . , SD CCC Alpha Bank, Eurobank, .

    - . . 31 2015 . , 6,6 . 11,6 . 31 - 2014.