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Eastern Europe
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Central and Eastern Europe Fund Holdings (Q3 2023)
Eastern European stock picks that are the holdings of the closed-end Central and Eastern Europe Fund Inc (NYSE: CEE) plus key Czech Republic and Hungary…
Oct 12
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Central and Eastern Europe Fund Holdings (Q3 2023)
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iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)
Poland stock picks that are the holdings of the iShares MSCI Poland ETF (NYSEARCA: EPOL) ahead of the upcoming Polish elections plus a reality check on…
Oct 8
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iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)
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AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs
Founded in Warsaw, AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF) is one of the leading publicly listed European restaurant operators. Shares are still…
Jun 29
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AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs
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PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE's Largest Financial Conglomerate
Powszechny Zaklad Ubezpieczen SA or PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0) is the largest financial conglomerate in Poland and Central and Eastern Europe…
Emerging Market Skeptic
May 25
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PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE's Largest Financial Conglomerate
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Pekao (WSE: PEO / FRA: BP1): Poland's Second Largest Bank Positioned for a Polish Growth Slowdown
Bank Polska Kasa Opieki SA or Pekao (WSE: PEO / FRA: BP1) is one of the largest banks in Poland. They predict Poland will face a deep slowdown in…
Emerging Market Skeptic
May 25
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Pekao (WSE: PEO / FRA: BP1): Poland's Second Largest Bank Positioned for a Polish Growth Slowdown
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PKO Bank Polski (WSE: PKO / FRA: P9O): Poland's Largest Bank That Also Owns a Bank in Ukraine
Powszechna Kasa Oszczednosci Bank Polski SA or PKO Bank Polski (WSE: PKO / FRA: P9O) is Poland's largest bank founded in 1919. It also owns a Ukrainian…
Emerging Market Skeptic
May 25
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PKO Bank Polski (WSE: PKO / FRA: P9O): Poland's Largest Bank That Also Owns a Bank in Ukraine
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Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland
Redefine Properties Ltd (JSE: RDF / BLN: R7H1) is a Real Estate Investment Trust (REIT) predominately anchored in South Africa with a strong presence in…
Emerging Market Skeptic
May 11
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Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland
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PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends
Poland’s state-controlled oil company Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE: PKN / FRA: PKY1) is a multinational oil refiner and petr…
Emerging Market Skeptic
May 10
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PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends
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