Discussions on new redeployments in the banking sector have grown in the stock market recently.
Although these are only speculations and rumours, which can in no way be confirmed by official sources, this debate seems to be gradually adopted by more institutional bodies.
Only by chance is not the recent intervention by Beta, which states, inter alia, that «the disposal of investment risk in Greek shares and bonds is at the highest levels in the last two decades»And adds: «The item left to complete the image is the implementation of a major strategic business or corporate transaction; which will be the business milestone of the 2026 upside market».
In «conversation» I would like to thank the rapporteur for his report. recent report by Deutsche Bank, which does not exclude the possibility of one of the Greek systemic banks should be targeted by France, Belgium or Austria.
After all, there is the successful example of UniCredit, which since 2023 has infiltrated Alpha Bank's stock register, thus holding almost 30% today.
Deutsche Bank Study 37 possible «weddings» between Eurozone banks, it considers that National, Eurobank and Piraeus fit Austrian Erste Bank, while the latter also have strong strategic compatibility with Belgian KBC and French BNP Paribas and Credit Agricole.
The elections
There may be no final decision at the Maximos Palace for early elections, but in the political corridors he dynamically returns the screenplay for polls in autumn as much as Kyriakos Mitsotakis insists on saying that the elections They will be at the end of the four years. In this column We've been saying this since early June, Waiting for the election in October.
Yesterday Live News determined the most likely date for the first polls 27 September And for the second half of October. This is because a series of government movements are interpreted as preparation for any eventuality. From the activation of the platform for the epistolic vote and the provision of the special election paper, to the attempt to close key legislative loose ends before autumn.
The same puzzle also adds the Constitutional Review, as after the second vote, expected at the end of August, there will be no institutional obstacle to the dissolution of the House, since of course the Prime Minister chooses it. And then INT comes with her basket.
The bells
Bells signify at Maximus Hall latest MRB pollIt is not only the low 23.8% in the intention of voting that the N.D. Mainly is that the percentages they give to Antonis' founding party Samaras overthrow the account that «the new party does not touch the N.D. and removes from the other political parties».
In addition to the overall percentage of «at most and quite likely» It puts him up to 15%, it's the leaks from the N.D. that cause concern. 27.1% of N.D. voters in the 2024 European elections say it is certain or very likely to vote Samara. Perhaps the 1,300,000 voters of the N.D. who abstained will be counted. Similarly, 27% of all self-identified center-right/right go to Samara. And these before the party even showed up.
In EAFHACH, No. Angelis
The position of the president of the Committee for the Evaluation and Compensation of Medicinal Products for Human Use (EPAAX), the well-known HTA Committee, is to be taken over by the General Planning Committee of Aris Angelis to date.
According to information, the FEK is expected to formalise the position, while Mr.Aggelis, along with this position, is also taking over a consultant to the Minister of Health Ad. Georgiades on strategic and policy issues.
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