UBS rates Greek infrastructure group GEC Tern “Buy” with €55 target

UBS GEC Tern Buy rating target price Greek infrastructure

UBS launched coverage of Greek infrastructure company GEC Tern, assigning a “Buy” recommendation and a target price of €55 per share, which it said implies roughly a 22 % upside from the current level. The bank highlighted that GEC Tern’s portfolio of transport concessions accounts for about 64 % of the group’s value and that these assets generate long‑term, inflation‑linked cash flows. UBS projects the company’s EBITDA to double between 2026 and 2030 and estimates the market valuation to be about a 40 % discount to the intrinsic value of its concession assets. In an optimistic scenario, UBS noted the share price could climb to around €70.

Entities

Athens Highway · Bayer AG · Deutsche Börse AG · Egnatia Highway · FMC Fresenius Medical Care · GEC Tern · GEK TERNA · Greek government · JPMorgan Chase & Co. · Kion Group AG · Linde plc · Novo Nordisk A/S

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[○ 1 SOURCE] Bernstein kept Schneider Electric SE at “Outperform” with a target price of €330. www.aktiencheck.de
[○ 1 SOURCE] Bernstein lowered Siemens Healthineers AG’s target price to €44.50 while maintaining an “Outperform” rating. www.sharedeals.de
[○ 1 SOURCE] NVIDIA Corp.’s forward price‑to‑earnings ratio fell to about 18, the lowest since April 2015.
[○ 1 SOURCE] Analysts gave Siemens Energy AG a median target price of €193.80, with several houses recommending a buy and price targets ranging from €175 to €235.
[○ 1 SOURCE] Bernstein raised Linde plc’s target price to $564 and kept an “Outperform” rating.
[○ 1 SOURCE] Bernstein set Biontech SE’s rating to “Market‑Perform” with a target price of $96.
[○ 1 SOURCE] UBS kept its rating for Deutsche Börse AG at “Neutral” with a target price of €265.
[○ 1 SOURCE] UBS issued a “Buy” rating for GEC Tern with a target price of €55 per share, implying about 22 % upside. www.businessdaily.gr
[○ 1 SOURCE] Bayer AG’s agribusiness unit Crop Science posted a €902 million profit, contributing to an earnings beat that lifted the share price. www.finanzen.ch
[○ 1 SOURCE] UBS kept rating for Deutsche Börse AG at “Neutral” with a target price of €265.
[○ 1 SOURCE] UBS issued a “Buy” rating for GEC Tern with a €55 target, estimating a 22 % upside. www.businessdaily.gr
[○ 1 SOURCE] Bernstein kept Schneider Electric SE on “Outperform” with a €330 target price. www.aktiencheck.de