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Company Update / Equity
- WOOD Flash – Sberbank: potential Deniz exit – our take by Wood and Company
- WOOD Flash – CEZ: splitting business would generate CZK 65bn additional value by Wood and Company
- WOOD Flash – Gazprom: Investor Day – possible upside for 2018E FCF by Wood and Company
- WOOD Flash – Atrium: exits Hungary by Wood and Company
- WOOD Flash – KAZ Minerals: 2H17 and 2017 financial results - better than expected EBITDA on lower costs, guidance slightly more conservative than we expected by Wood and Company
- WOOD Flash – NLMK: 4Q17 financial results - stronger than expected EBITDA growth, but weaker FCF by Wood and Company
- WOOD Flash – Stock Spirits Group: 2H17 results - two booked one-offs, Polish vodka market remains very competitive by Wood and Company
- WOOD Flash – Mytilineos: new group structure and merger with METKA by Wood and Company
- Turkey: Stay defensive, stay tuned (BIMAS, BIZIM, ENKAI, EREGL, FROTO, GUBRF, MGROS, PGSUS, SAHOL, TCELL, THYAO, TKFEN, TOASO, TTKOM, TUPRS) by Wood and Company
- Severstal: Higher dividends, but still expensive (stays SELL) by Wood and Company
- WOOD Flash – Lukoil: takeaways from the Strategy Day – better production/capex mix than expected by Wood and Company
- Turkish Small & Mid-Caps: Small is beautiful, again (Datagate, Dogus Otomotiv, Indeks, Kordsa, Logo, Mavi, Tumosan and Yatas) by Wood and Company
- The Rear-View Mirror – CEE markets: Moscow MICEX the regional top performer in February by Wood and Company
- WOOD Flash – Novatek: 4Q17 review – fairly strong as expected by Wood and Company
- WOOD Flash – MMK: 1Q18 trading update by Wood and Company
- WOOD Flash – Sberbank: first look after new sanctions – stay on the sidelines by Wood and Company
- WOOD Flash – Norilsk Nickel: production results – core production on track, but Chita guidance cut by Wood and Company
- WOOD Flash – MMK: 1Q18 financial results – slightly below consensus, 1.8% quarterly dividend yield but warnings of accelerated capex – small negative by Wood and Company
- WOOD Flash – Graphisoft Park: 1Q18 – rental income exceeds our expectations for second quarter in a row by Wood and Company
- WOOD Flash – Echo Investment: launches Resi4Rent platform by Wood and Company
- WOOD Flash – Gazprom: takeaways from our site visit by Wood and Company
- WOOD Flash – KAZ Minerals: 2Q18 trading update – on track to meet guidance by Wood and Company
- The Rear-View Mirror – EME markets: Hungarian ESI hits record high in July by Wood and Company
- WOOD Flash – KAZ Minerals: Baimskaya acquisition – oversold by Wood and Company
- WOOD Flash – Rosneft: 2Q18 IFRS results - stronger FCF and adjusted earnings, good cost control and deleveraging by Wood and Company