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CEE / CEE: A Strong Bullish Catalyst From A Russian Company

CEE: A Strong Bullish Catalyst From A Russian Company
I believe Magnit PJSC's recent buyback may incentivize other Russian companies to follow suit, presenting a bullish opportunity for CEE, which marked to zero all of its Russian assets. Despite geopolitical and regulatory risks, volatility of emerging markets, concentration risk, and currency risk, I believe CEE is well positioned for recovery, particularly as the valuation of the main market for the fund, Poland, is below its historical average. I recommend investors conduct their own due diligence before making an investment decision, classifying the investment idea as a "Hold". Read More
Posted: Jul 19 2023, 01:30
Author Name: Seeking Alpha
Views: 102025

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CEE: A Strong Bullish Catalyst From A Russian Company

By Seeking Alpha
July 19, 2023

CEE: A Strong Bullish Catalyst From A Russian Company

I believe Magnit PJSC's recent buyback may incentivize other Russian companies to follow suit, presenting a bullish opportunity for CEE, which marked more_horizontal

CEE: Too Risky A Play On Russia Upside

By Seeking Alpha
March 28, 2023

CEE: Too Risky A Play On Russia Upside

The Central and Eastern Europe Fund has been hit particularly hard by Russian sanctions over the last year. The Russian book has been marked to zero b more_horizontal

Central And Eastern Europe Fund: Making A Concentrated Bet On Poland And Hungary

By Seeking Alpha
December 9, 2022

Central And Eastern Europe Fund: Making A Concentrated Bet On Poland And Hungary

CEE could be an interesting investment vehicle, but only when it trades at a discount to NAV. I am focusing on Poland and Hungarian ADRs for the time more_horizontal

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

By Market Watch
March 2, 2022

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

Shares of Central & Eastern Europe Fund Inc. CEE, -12.77% sank another 11.5% in afternoon trading Wednesday toward a 21-year low, after the investment more_horizontal

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

By Market Watch
March 2, 2022

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

Shares of Central & Eastern Europe Fund Inc. CEE, -12.77% sank another 11.5% in afternoon trading Wednesday toward a 21-year low, after the investment more_horizontal

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

By Market Watch
March 2, 2022

Central & Eastern Europe Fund sinks to 21-month low after advising not to make new buys of Russian securities

Shares of Central & Eastern Europe Fund Inc. CEE, -12.77% sank another 11.5% in afternoon trading Wednesday toward a 21-year low, after the investment more_horizontal


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