Just as recently occurred with the Bally's Intralot case—where BN first informed the investment community about the upcoming upward movement that "burned" the shorts—today, in anticipation of Intracom’s (INTKA) results after the market close, developments are emerging that change the landscape. According to reliable sources from the stock market, a major shift is taking shape at the parent company Intracom, under the leadership of Chairman Socrates Kokkalis. It is no coincidence that it is among the standout stocks today. It has seen an increase of nearly 8%, trading at 3.41 euros. The trading volume is high, as more than 500,000 shares have already changed hands. The valuation currently stands at 284 million euros.
Full transformation into a profit engine
The company's management, under the strategic guidance of Socrates Kokkalis, has proceeded with a full restructuring, essentially transforming Intracom into a holding company. The new model aims to create steady returns through dividends and profitable stakes, with yields estimated between 5% and 15%. At the same time, core holdings—such as the presence in Evropi Insurance and Intracom Aviation—are evolving into key pillars of profitability, acting as "cash cows" for the group.
Divestment strategy and profitability boost
A central element of the strategy is the utilization of holdings that reach investment maturity. According to the plan, these will be liquidated at the appropriate time, recording significant capital gains. This tactic is expected to bolster the company's long-term profitability and its dividend policy, increasing both the dividend yield and the overall benefit for shareholders.
A "golden" dividend is coming
The same information indicates that for the 2025 fiscal year, a dividend more than double that of 2024 is being considered, estimated at near 0.21 euros per share. Based on current prices, this translates to a dividend yield approaching 7%, a level that is particularly attractive to investors.
Scenarios for a generous capital return
Of particular interest is the possibility of a large capital return within 2026. This scenario is linked to potential changes in the tax regime, as the favorable treatment of capital returns to date may be re-examined due to fiscal pressures, the energy crisis, and geopolitical developments. In such a case, Intracom, with estimated earnings for 2025 near 29 million euros and strong liquidity, could proceed with a capital return of up to 0.60 euros per share.
Entry of powerful investors
It has not gone unnoticed that powerful ship-owning capital has already taken positions in the stock, which traditionally identifies investment opportunities early. A similar strategy was followed in the case of BYLOT, with well-known results in the stock's subsequent performance.
Target at 7 euros
According to estimates from market participants—brokers and fund managers—Intracom is now entering a phase of dynamic re-pricing. With a net position approaching 5.07 euros per share, the market believes the stock has begun its journey to close the underperformance gap of the previous period. These same estimates converge on the view that in the medium term, the price can not only recover lost ground but also move significantly higher, targeting 7 euros or even more, as the company’s investment program is expected to be completed by late 2027 or early 2028.
www.bankingnews.gr
Σχόλια αναγνωστών