HALISTER1: Serbian Rally May Be Over as Eurobonds Get Expensive: Raiffeisen

Serbian Rally May Be Over as Eurobonds Get Expensive: Raiffeisen

(Bloomberg) -- Valuation becoming “relatively expensive” vs peers, which “is likely signalling the end of the rally,” Raiffeisen analyst Gintaras Shlizhyus says in note.
  • New cabinet announcement “should be good” for Serbian Eurobonds as it signals push toward EU integration, reforms
  • “Current spread levels imply a BBB- rating grade while in reality Serbia is unlikely to see the progress to investment rating in next 12 months”
  • Raiffeisen puts Serbian Eurobonds under revision for possible downgrade to hold from buy
  • NOTE: Serb Premier Vows to End EU Talks, Win Investment Grade by 2019
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

To de-activate this alert, click here

UUID: 7947283