摩根士丹利：中东欧考察-从政治到政策_经济、银行、宏观与主权信用策略
2025-06-27 02:04
June 23, 2025 06:07 AM GMT Economics, Banks, Macro and Sovereign Credit Strategy | EEMEA CEE Trip Notes | From Politics to Policy | What's Changed | | | | --- | --- | --- | | PKO BP (PKO.WA) | From | To | | Price Target | PLN 80.00 | PLN 91.00 | | Top Pick Added | OTPB.BU | PKO.WA | | OTP Bank (OTPB.BU) | | | | Price Target | HUF 28,700.00 | HUF 32,400.00 | | Top Pick Removed | OTPB.BU | PKO.WA | | Pekao SA (PEO.WA) | | | | Price Target | PLN 176.00 | PLN 209.00 | | | We visited Budapest, Warsaw and Prague ...