- yandex 4q19 results (yndx us; outperform; tp $52)
- veon to make only one dividend payment in 2020 (veon us; outperform; tp $3.4)
- novatek 4q19 financials preview (nvtk li; neutral; tp $225)
- rosneft 4q19 financials preview (rosn li; outperform; tp $8.5)
Inter RAO: Own-Share Purchase – Win-Win for All?
Kommersant reported yesterday (17 May) that Inter RAO is in talks with RusHydro and Federal Grid Company regarding the possible purchase of its own shares that are held by these two electricity companies (4.9% and 18.6%, respectively)
DownloadGAZPROM: Good Times Coming
Most investors have disliked Gazprom for years, if not decades, due to a solid number of flaws in its investment case, the biggest of which relates to its dividend policy
DownloadATON Real Estate Day: Meeting Summary: PIK, Etalon, LSR
Last week ATON held a Real Estate Day for portfolio investors, hosting the top management of LSR Group, PIK Group, and Etalon
DownloadUC RUSAL: Thoughts on US Sanction Implications
The latest comments by the US Treasury that sanctions against RUSAL could be lifted if Oleg Deripaska relinquishes control, sent RUSAL’s price into the sky and the aluminium price to the floor
DownloadNornickel: Keep Calm and BUY Momentum
Surging Ni prices are beginning to reflect the increasing supply tightness in the metal, evidenced by falling LME inventories (-15% YtD) and rising premiums, we believe, together with speculative factors such as potential US sanctions and LME delisting of some Ni brands
DownloadFlows and Exposure: Delusive Start to the Year
The year started with an impressive rally (RTS +14%) which came as a surprise in light of looming US sanctions on Russian debt, as well as the presidential elections
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