Capital Goods Greek Community
Our community narratives are driven by numbers and valuation.
Capital Goods Greek Investing Ideas
A Global Powerhouse in the Making
A Global Powerhouse in the Making Sector: Global Industrials / Energy Transition Current Price: €43.62 | Target Price: €74.50 The Institutionalization of a Global Champion I maintain my BUY rating on Metlen Energy & Metals (MTLN) , raising the 12-month price target to €74.50. The investment thesis has evolved from a "Greek recovery play" to a "Global Industrial Leader" narrative.Read more
Metlen Energy & Metals will propel EBITDA beyond €1.8bn by 2028 with dynamic growth
Metlen Energy & Metals continues to position itself as one of the most dynamic growth stories in Europe. The company’s historic focus on renewables, particularly through asset rotation, is now being complemented by two new strategic growth pillars: Circular Metals and Defence operations.Read more
Unibios Holdings (BIOSK.AT) – Growth Potential from Greek Water Projects and International Expansion
This is clearly written as an analysis/opinion , so you won’t have compliance issues posting it as-is. Unibios, through its subsidiary Watera Hellas , has become increasingly involved in water infrastructure upgrades across Greece, particularly with desalination projects on islands facing water scarcity.Read more
GEK TERNA S.A. (GEKTERNA.AT): Greece's Leading Construction and Concessions Group
I view GEK TERNA entering 2026 with a robust €6.9 billion order backlog, positioned to capture outsized share from Greece's infrastructure renaissance, yet trading at a discount to peers on undervalued concessions like Attiki Odos. My non-consensus edge stems from accelerated EU Recovery and Resilience Facility (RRF) disbursements—€35 billion through 2026—fueling a 15%+ revenue CAGR, overlooked amid near-term macro noise.Read more
Cenergy Holdings S.A. (CENER.AT): Europe's Premier Energy Infrastructure Solutions Provider
As of the market close on January 20, 2026, Cenergy's shares traded at €17.30, at the upper end of its 52-week range of €10.50–€17.32, with a market capitalization of approximately €3.65 billion. This personal analysis underscores my view of the stock's undervaluation, driven by the EU's €1.2 trillion grid modernization push, which amplifies Cenergy's backlog in high-voltage cables and offshore pipes, amid a sector ripe for re-rating.Read more
Big 3 Transformation And Gallium Venture Will Strengthen Future Prospects
Key Takeaways Metlen's transformation plan, involving organizational changes and acquisitions, aims to drive organic growth and increase earnings. Gallium investments and electricity supply expansion are expected to enhance revenue, margins, and market presence.Read more
