e******2
发帖数: 956 | | S**Y
发帖数: 1710 | | z****5
发帖数: 199 | | u******4
发帖数: 4281 | | x******g
发帖数: 984 | | e******2
发帖数: 956 | 6 看样子还要继续跌下去啊 早该卖了
【在 S**Y 的大作中提到】
: 加仓！
| u******4
发帖数: 4281 | 7 (Reuters) - Funds run by billionaire investor John Paulson see Greece's
recapitalised banking sector as an attractive investment play on the country
's recovery after a deep six-year slump.
Encouraged by Greece's rising exports and a rebounding tourism sector, U.S.
hedge fund group Paulson & Co expects the protracted recession to bottom out
this year and begin recovery in 2014.
Paulson, whose moves are closely watched ever since he earned billions by
betting against sub-prime mortgages, said in a statement: "We think Piraeus
(BOPr.AT) and Alpha (ACBr.AT), two banks we have a position in, are now very
well capitalised and poised to recover.
"They have good management and we think the Greek economy is improving,
which should benefit the banking sector."
Greece's bank rescue fund, the Hellenic Financial Stability Fund (HFSF),
pumped 25 billion euros (21 billion pounds) into the country's top four
banks - National (NBGr.AT), Piraeus, Alpha and Eurobank (EURBr.AT_3">EURBr.
AT) - to shore up their capital adequacy after losses from a sovereign debt
writedown.
The HFSF, funded with 50 billion euros from the country's bailout, is now
the majority owner of all four banks.
Greek bank stocks .FTATBNK have lost 29 percent so far this year,
underperforming the broader Greek equities market .ATG, which has scored
gains of 18 percent.
The FT reported on Sunday that Paulson and other U.S. hedge funds, including
Baupost, Eaglevale, Falcon Edge, York Capital and Och-Ziff are investing in
Greek banks, citing unnamed sources.
(Reporting by George Georgiopoulos; Editing by David Goodman) |
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