Capital Goods Greek Community

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

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

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

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

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