{"id":79575,"date":"2023-11-15T11:54:36","date_gmt":"2023-11-15T09:54:36","guid":{"rendered":"https:\/\/banknews.gr\/?p=79575"},"modified":"2023-11-15T11:54:36","modified_gmt":"2023-11-15T09:54:36","slug":"%ce%b7-goldman-sachs-%ce%b2%ce%bb%ce%ad%cf%80%ce%b5%ce%b9-%ce%ac%ce%bd%ce%bf%ce%b4%ce%bf-%cf%83%cf%84%ce%bf-%ce%b5%ce%bb%ce%bb%ce%b7%ce%bd%ce%b9%ce%ba%cf%8c-%cf%87%cf%81%ce%b7%ce%bc%ce%b1","status":"publish","type":"post","link":"https:\/\/banknews.gr\/?p=79575","title":{"rendered":"\u0397 Goldman Sachs \u00ab\u03b2\u03bb\u03ad\u03c0\u03b5\u03b9\u00bb \u03ac\u03bd\u03bf\u03b4\u03bf \u03c3\u03c4\u03bf \u03b5\u03bb\u03bb\u03b7\u03bd\u03b9\u03ba\u03cc \u03a7\u03c1\u03b7\u03bc\u03b1\u03c4\u03b9\u03c3\u03c4\u03ae\u03c1\u03b9\u03bf &#8211; \u03a3\u03c4\u03b9\u03c2 1.325 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2 \u03b7 \u03c4\u03b9\u03bc\u03ae-\u03c3\u03c4\u03cc\u03c7\u03bf\u03c2 \u03b3\u03b9\u03b1 \u03c4\u03bf\u03bd \u0393\u03b5\u03bd\u03b9\u03ba\u03cc \u0394\u03b5\u03af\u03ba\u03c4\u03b7"},"content":{"rendered":"<div class=\"article-content\">\n<p>\u039f \u0393\u03b5\u03bd\u03b9\u03ba\u03cc\u03c2 \u0394\u03b5\u03af\u03ba\u03c4\u03b7\u03c2 \u03c4\u03bf\u03c5 \u03a7\u03c1\u03b7\u03bc\u03b1\u03c4\u03b9\u03c3\u03c4\u03b7\u03c1\u03af\u03bf\u03c5 \u0391\u03b8\u03b7\u03bd\u03ce\u03bd \u03bc\u03c0\u03bf\u03c1\u03b5\u03af\u00a0<strong>\u03bd\u03b1 \u03b1\u03bd\u03ad\u03bb\u03b8\u03b5\u03b9 \u03ba\u03b1\u03c4\u03ac \u03c0\u03b5\u03c1\u03af\u03c0\u03bf\u03c5 10% \u03ad\u03c9\u03c2 \u03c4\u03b9\u03c2 1.325 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2<\/strong>\u00a0\u03bc\u03ad\u03c7\u03c1\u03b9 \u03c4\u03bf 2024 \u03c0\u03c1\u03bf\u03b2\u03bb\u03ad\u03c0\u03b5\u03b9 \u03c4\u03ce\u03c1\u03b1 \u03b7\u00a0<strong>Goldman Sachs<\/strong>.<\/p>\n<p>\u03a3\u03c5\u03bd\u03bf\u03bb\u03b9\u03ba\u03ac,\u00a0<strong>\u03bf\u03b9 \u03c0\u03c1\u03bf\u03b2\u03bb\u03ad\u03c8\u03b5\u03b9\u03c2 \u03c4\u03b7\u03c2 Goldman Sachs \u03b3\u03b9\u03b1 \u03c4\u03bf\u03bd \u0393\u03b5\u03bd\u03b9\u03ba\u03cc \u0394\u03b5\u03af\u03ba\u03c4\u03b7 \u03b5\u03af\u03bd\u03b1\u03b9 \u03bc\u03ac\u03bb\u03bb\u03bf\u03bd \u03b1\u03b9\u03c3\u03b9\u03cc\u03b4\u03bf\u03be\u03b5\u03c2<\/strong>\u00a0\u03ba\u03b1\u03b9 \u03c0\u03c1\u03bf\u03b2\u03bb\u03ad\u03c0\u03bf\u03c5\u03bd \u03cc\u03c4\u03b9 \u03bf \u03b4\u03b5\u03af\u03ba\u03c4\u03b7\u03c2 \u03b8\u03b1 \u03c6\u03c4\u03ac\u03c3\u03b5\u03b9 \u03c4\u03b9\u03c2 1.325 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2 \u03c4\u03bf \u03b5\u03c0\u03cc\u03bc\u03b5\u03bd\u03bf \u03b4\u03c9\u03b4\u03b5\u03ba\u03ac\u03bc\u03b7\u03bd\u03bf,\u00a0<strong>\u03c0\u03b1\u03c1\u03bf\u03c5\u03c3\u03b9\u03ac\u03b6\u03bf\u03bd\u03c4\u03b1\u03c2 \u03ad\u03bd\u03b1 \u03c0\u03b5\u03c1\u03b9\u03b8\u03ce\u03c1\u03b9\u03bf \u03b1\u03bd\u03cc\u03b4\u03bf\u03c5 \u03c4\u03b7\u03c2 \u03c4\u03ac\u03be\u03b7\u03c2 \u03c4\u03bf\u03c5 10% \u03b1\u03c0\u03cc \u03c4\u03b1 \u03c4\u03c1\u03ad\u03c7\u03bf\u03bd\u03c4\u03b1 \u03b5\u03c0\u03af\u03c0\u03b5\u03b4\u03b1<\/strong>. \u03a0\u03b1\u03c1\u03ad\u03c7\u03bf\u03c5\u03bd \u03bc\u03b9\u03b1 \u03b1\u03be\u03b9\u03bf\u03c3\u03b7\u03bc\u03b5\u03af\u03c9\u03c4\u03b7 \u03c0\u03c1\u03bf\u03bf\u03c0\u03c4\u03b9\u03ba\u03ae \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b1\u03b3\u03bf\u03c1\u03ac, \u03c0\u03b5\u03c1\u03b9\u03bb\u03b1\u03bc\u03b2\u03ac\u03bd\u03bf\u03bd\u03c4\u03b1\u03c2\u00a0<strong>\u03bc\u03b9\u03b1 \u03c5\u03c8\u03b7\u03bb\u03ae \u03bc\u03b5\u03c1\u03b9\u03c3\u03bc\u03b1\u03c4\u03b9\u03ba\u03ae \u03b1\u03c0\u03cc\u03b4\u03bf\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03ac\u03be\u03b7\u03c2 \u03c4\u03bf\u03c5 6%<\/strong>, \u03b7 \u03bf\u03c0\u03bf\u03af\u03b1 \u03c4\u03b7\u03bd \u03ba\u03b1\u03b8\u03b9\u03c3\u03c4\u03ac \u03b1\u03bd\u03c4\u03b1\u03b3\u03c9\u03bd\u03b9\u03c3\u03c4\u03b9\u03ba\u03ae \u03c3\u03b5 \u03c3\u03c7\u03ad\u03c3\u03b7 \u03bc\u03b5 \u03ac\u03bb\u03bb\u03b5\u03c2 \u03b1\u03bd\u03b1\u03b4\u03c5\u03cc\u03bc\u03b5\u03bd\u03b5\u03c2 \u03b1\u03b3\u03bf\u03c1\u03ad\u03c2.<\/p>\n<p>\u039f\u00a0<strong>\u03b4\u03b5\u03af\u03ba\u03c4\u03b7\u03c2 \u03b1\u03c0\u03bf\u03c4\u03af\u03bc\u03b7\u03c3\u03b7\u03c2 P\/E NTM<\/strong>\u00a0(\u03c0\u03bf\u03bb\u03bb\u03b1\u03c0\u03bb\u03b1\u03c3\u03b9\u03b1\u03c3\u03c4\u03ae\u03c2 \u03ba\u03b5\u03c1\u03b4\u03ce\u03bd \u03b3\u03b9\u03b1 \u03c4\u03bf\u03c5\u03c2 \u03b5\u03c0\u03cc\u03bc\u03b5\u03bd\u03bf\u03c5\u03c2 \u03b4\u03ce\u03b4\u03b5\u03ba\u03b1 \u03bc\u03ae\u03bd\u03b5\u03c2) \u03b3\u03b9\u03b1 \u03c4\u03bf \u03a7\u03c1\u03b7\u03bc\u03b1\u03c4\u03b9\u03c3\u03c4\u03ae\u03c1\u03b9\u03bf \u03b4\u03b9\u03b1\u03bc\u03bf\u03c1\u03c6\u03ce\u03bd\u03b5\u03c4\u03b1\u03b9 \u03c3\u03c4\u03bf 6,8x, \u03c7\u03b1\u03bc\u03b7\u03bb\u03cc\u03c4\u03b5\u03c1\u03b1 \u03b1\u03c0\u03cc \u03c4\u03bf \u03c3\u03c4\u03cc\u03c7\u03bf \u03c4\u03b7\u03c2\u00a0<u><strong>Goldman Sachs<\/strong><\/u>\u00a0(7x) \u03c4\u03b7 \u03c3\u03c4\u03b9\u03b3\u03bc\u03ae \u03c0\u03bf\u03c5 \u03c4\u03b1 EPS (\u03ba\u03ad\u03c1\u03b4\u03b7 \u03b1\u03bd\u03ac \u03bc\u03b5\u03c4\u03bf\u03c7\u03ae) \u03b5\u03ba\u03c4\u03b9\u03bc\u03ac\u03c4\u03b1\u03b9 \u03c0\u03c9\u03c2 \u03b8\u03b1 \u03b5\u03bd\u03b9\u03c3\u03c7\u03c5\u03b8\u03bf\u03cd\u03bd \u03ba\u03b1\u03c4\u03ac 8% \u03ba\u03b1\u03c4\u03ac \u03c4\u03bf\u03c5\u03c2 \u03b5\u03c0\u03cc\u03bc\u03b5\u03bd\u03bf\u03c5\u03c2 \u03b4\u03ce\u03b4\u03b5\u03ba\u03b1 \u03bc\u03ae\u03bd\u03b5\u03c2, \u03bc\u03b5 \u03c4\u03bf consensus \u03b1\u03c0\u03cc \u03c4\u03b7\u03bd \u03ac\u03bb\u03bb\u03b7, \u03bd\u03b1 \u03b1\u03bd\u03b1\u03bc\u03ad\u03bd\u03b5\u03b9 \u03bc\u03b7\u03b4\u03b5\u03bd\u03b9\u03ba\u03ac \u03b5\u03c0\u03af\u03c0\u03b5\u03b4\u03b1 \u03b1\u03bd\u03ac\u03c0\u03c4\u03c5\u03be\u03b7\u03c2 (\u03b1\u03c0\u03cc \u03c4\u03b9\u03c2 \u03b5\u03bb\u03ac\u03c7\u03b9\u03c3\u03c4\u03b5\u03c2 \u03b1\u03b3\u03bf\u03c1\u03ad\u03c2). \u03a0\u03b1\u03c1\u03ac\u03bb\u03bb\u03b7\u03bb\u03b1, \u03b7\u00a0<strong>\u03bc\u03b5\u03c1\u03b9\u03c3\u03bc\u03b1\u03c4\u03b9\u03ba\u03ae \u03b1\u03c0\u03cc\u03b4\u03bf\u03c3\u03b7<\/strong> \u03b1\u03bd\u03b1\u03bc\u03ad\u03bd\u03b5\u03c4\u03b1\u03b9 \u03bd\u03b1 \u03b4\u03b9\u03b1\u03bc\u03bf\u03c1\u03c6\u03c9\u03b8\u03b5\u03af \u03c3\u03c4\u03bf 6% \u03c0\u03bf\u03c5 \u03b5\u03af\u03bd\u03b1\u03b9 \u03ba\u03b1\u03b9 \u03b1\u03c0\u03cc \u03c4\u03b1 \u03c5\u03c8\u03b7\u03bb\u03cc\u03c4\u03b5\u03c1\u03b1 \u03b5\u03c0\u03af\u03c0\u03b5\u03b4\u03b1, \u03bc\u03b5\u03c4\u03ac \u03c4\u03b7\u03bd \u039a\u03bf\u03bb\u03bf\u03bc\u03b2\u03af\u03b1 (9%), \u03c4\u03b7\u03bd \u03a4\u03c3\u03b5\u03c7\u03af\u03b1 (8%) \u03ba\u03b1\u03b9 \u03c4\u03b7 \u03a7\u03b9\u03bb\u03ae (7%).<\/p>\n<p>\u039c\u03b5\u03c4\u03b1\u03be\u03cd \u03c4\u03c9\u03bd \u03b1\u03bd\u03b1\u03b4\u03c5\u03cc\u03bc\u03b5\u03bd\u03c9\u03bd, \u03ad\u03bd\u03b1 \u03c5\u03c8\u03b7\u03bb\u03cc \u03b4\u03b9\u03c8\u03ae\u03c6\u03b9\u03bf \u03c0\u03bf\u03c3\u03bf\u03c3\u03c4\u03cc \u03b1\u03bd\u03cc\u03b4\u03bf\u03c5, \u03c3\u03b5 \u03cc\u03c1\u03bf\u03c5\u03c2 \u03c4\u03bf\u03c0\u03b9\u03ba\u03bf\u03cd \u03bd\u03bf\u03bc\u03af\u03c3\u03bc\u03b1\u03c4\u03bf\u03c2 \u03b1\u03bd\u03b1\u03bc\u03ad\u03bd\u03b5\u03c4\u03b1\u03b9 \u03bd\u03b1 \u03ba\u03b1\u03c4\u03b1\u03b3\u03c1\u03ac\u03c8\u03bf\u03c5\u03bd \u03bf\u03b9 \u03b1\u03b3\u03bf\u03c1\u03ad\u03c2 \u03c4\u03b7\u03c2 \u03b7\u03c0\u03b5\u03b9\u03c1\u03c9\u03c4\u03b9\u03ba\u03ae\u03c2 \u039a\u03af\u03bd\u03b1\u03c2, \u03c4\u03b7\u03c2 \u039a\u03bf\u03c1\u03ad\u03b1\u03c2, \u03c4\u03b7\u03c2 \u03a4\u03b1\u03ca\u03bb\u03ac\u03bd\u03b4\u03b7\u03c2, \u03c4\u03b7\u03c2 \u039d\u03cc\u03c4\u03b9\u03b1\u03c2 \u0391\u03c6\u03c1\u03b9\u03ba\u03ae\u03c2, \u03c4\u03b7\u03c2 \u039a\u03bf\u03bb\u03bf\u03bc\u03b2\u03af\u03b1\u03c2 \u03ba\u03b1\u03b9 \u03c4\u03b7\u03c2 \u0399\u03bd\u03b4\u03bf\u03bd\u03b7\u03c3\u03af\u03b1\u03c2, \u03bc\u03b5 \u03c4\u03b7\u03bd \u0395\u03bb\u03bb\u03ac\u03b4\u03b1 \u03c3\u03c4\u03bf 10%. \u039d\u03b1 \u03c3\u03b7\u03bc\u03b5\u03b9\u03c9\u03b8\u03b5\u03af \u03b5\u03c0\u03af\u03c3\u03b7\u03c2, \u03c0\u03c9\u03c2 \u03b7 \u03b5\u03b3\u03c7\u03ce\u03c1\u03b9\u03b1 \u03b1\u03b3\u03bf\u03c1\u03ac \u03b4\u03b5 \u03c3\u03c5\u03b3\u03ba\u03b1\u03c4\u03b1\u03bb\u03ad\u03b3\u03b5\u03c4\u03b1\u03b9 \u03c3\u03c4\u03b9\u03c2 \u03ba\u03bf\u03c1\u03c5\u03c6\u03b1\u03af\u03b5\u03c2 \u03b5\u03c0\u03b9\u03bb\u03bf\u03b3\u03ad\u03c2 \u03c4\u03b7\u03c2 Goldman Sachs \u03b1\u03c0\u03cc \u03c4\u03bf\u03bd \u00ab\u03c7\u03ac\u03c1\u03c4\u03b7\u00bb \u03c4\u03c9\u03bd \u03b1\u03bd\u03b1\u03b4\u03c5\u03cc\u03bc\u03b5\u03bd\u03c9\u03bd, \u03bc\u03b5 \u03c4\u03bf\u03bd \u03b5\u03c0\u03b5\u03bd\u03b4\u03c5\u03c4\u03b9\u03ba\u03cc \u03bf\u03af\u03ba\u03bf \u03bd\u03b1 \u03ba\u03c5\u03bd\u03b7\u03b3\u03ac \u03c0\u03b9\u03b8\u03b1\u03bd\u03ce\u03c2 \u03b1\u03b3\u03bf\u03c1\u03ad\u03c2 \u03c0\u03bf\u03c5 \u03b5\u03af\u03c4\u03b5 \u03c5\u03c0\u03bf\u03b1\u03c0\u03ad\u03b4\u03c9\u03c3\u03b1\u03bd \u03c4\u03bf \u03c0\u03c1\u03bf\u03b7\u03b3\u03bf\u03cd\u03bc\u03b5\u03bd\u03bf \u03b4\u03b9\u03ac\u03c3\u03c4\u03b7\u03bc\u03b1, \u03b5\u03af\u03c4\u03b5 \u03c0\u03c1\u03bf\u03c3\u03c6\u03ad\u03c1\u03bf\u03c5\u03bd \u03bc\u03b9\u03b1 \u03c0\u03b9\u03bf \u03b5\u03c5\u03c1\u03b5\u03af\u03b1 \u03ba\u03c5\u03ba\u03bb\u03b9\u03ba\u03ae \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7.<\/p>\n<p>\u039f \u03b1\u03bc\u03b5\u03c1\u03b9\u03ba\u03b1\u03bd\u03b9\u03ba\u03cc\u03c2 \u03bf\u03af\u03ba\u03bf\u03c2 \u03c0\u03b5\u03c1\u03b9\u03bf\u03c1\u03af\u03b6\u03b5\u03b9 \u03b5\u03bb\u03b1\u03c6\u03c1\u03ce\u03c2 \u03c4\u03b7\u03bd \u03b5\u03ba\u03c4\u03af\u03bc\u03b7\u03c3\u03ae \u03c4\u03bf\u03c5 \u03ba\u03b1\u03b9 \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03c0\u03bf\u03c1\u03b5\u03af\u03b1 \u03c4\u03bf\u03c5 \u03b4\u03b5\u03af\u03ba\u03c4\u03b7\u00a0<strong>MSCI EM<\/strong>\u00a0(MSCI \u0391\u03bd\u03b1\u03b4\u03c5\u03cc\u03bc\u03b5\u03bd\u03c9\u03bd \u0391\u03b3\u03bf\u03c1\u03ce\u03bd) \u03ad\u03bd\u03b1\u03bd\u03c4\u03b9 \u03c4\u03b7\u03c2 \u03c0\u03c1\u03bf\u03b7\u03b3\u03bf\u03cd\u03bc\u03b5\u03bd\u03b7\u03c2 \u03c6\u03bf\u03c1\u03ac\u03c2, \u03c3\u03c4\u03b9\u03c2 1.050 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2 (\u03b1\u03c0\u03cc \u03c4\u03b9\u03c2 1.150 \u03c0\u03c1\u03bf\u03b7\u03b3\u03bf\u03c5\u03bc\u03ad\u03bd\u03c9\u03c2 \u03ba\u03b1\u03b9 1.175 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2) \u03bc\u03b5 \u03c4\u03bf\u03bd Stoxx 600 \u03c3\u03c4\u03b9\u03c2 480 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2 (\u03b1\u03cd\u03be\u03b7\u03c3\u03b7 \u03c4\u03c9\u03bd EPS \u03ba\u03b1\u03c4\u03ac 9%) \u03ba\u03b1\u03b9 \u03c4\u03bf\u03bd S&amp;P 500 (\u03b1\u03cd\u03be\u03b7\u03c3\u03b7 \u03c4\u03c9\u03bd EPS \u03ba\u03b1\u03c4\u03ac 12%) \u03c3\u03c4\u03b9\u03c2 4.700 \u03bc\u03bf\u03bd\u03ac\u03b4\u03b5\u03c2.<\/p>\n<p>\u0395\u03c5\u03c1\u03cd\u03c4\u03b5\u03c1\u03b1, \u03bf\u03b9 \u03b1\u03bd\u03b1\u03bb\u03c5\u03c4\u03ad\u03c2 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\u03ba\u03cd\u03ba\u03bb\u03bf\u03b9 \u03c3\u03c4\u03b7\u03bd \u03c0\u03bf\u03c1\u03b5\u03af\u03b1, \u03bc\u03b5 \u03c4\u03b7\u03bd \u03b1\u03b4\u03c5\u03bd\u03b1\u03bc\u03af\u03b1 \u03c4\u03bf\u03c5 EM FX \u03ba\u03b1\u03b9 \u03c4\u03bf dilution \u03bd\u03b1 \u03ad\u03c7\u03bf\u03c5\u03bd \u03ba\u03b1\u03b8\u03bf\u03c1\u03b9\u03c3\u03c4\u03b9\u03ba\u03cc \u03c1\u03cc\u03bb\u03bf \u03c3\u03c4\u03b7\u03bd \u03b9\u03c3\u03c7\u03bd\u03ae \u03b1\u03bd\u03ac\u03c0\u03c4\u03c5\u03be\u03b7 \u03c4\u03c9\u03bd EPS. \u039f\u03b9 \u03b1\u03bd\u03b1\u03bb\u03c5\u03c4\u03ad\u03c2 \u03b1\u03bd\u03b1\u03bc\u03ad\u03bd\u03bf\u03c5\u03bd, \u03c3\u03c5\u03bd\u03b5\u03c0\u03ce\u03c2, \u03bc\u03b9\u03b1 \u03b1\u03bd\u03ac\u03ba\u03b1\u03bc\u03c8\u03b7 \u03c4\u03c9\u03bd EPS \u03c4\u03bf 2024 \u03ba\u03b1\u03c4\u03ac 13% (\u03c4\u03bf \u03ae\u03bc\u03b9\u03c3\u03c5 \u03c4\u03b7\u03c2 \u03b1\u03cd\u03be\u03b7\u03c3\u03b7\u03c2 \u03c4\u03b7\u03c2 \u03c4\u03ac\u03be\u03b5\u03c9\u03c2 \u03c4\u03bf\u03c5 27% 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