Report
Kirill Chuyko
EUR 90.04 For Business Accounts Only

BCS Best Picks: DSKY shines; Triggers this week for LKOD, MGNT

In January, our Best Picks generated 7% in absolute terms and 5% vs the RTS – our Long DSKY Idea earned 32% absolute in less than two months. On a 12M basis, our basket has beaten the RTS by 10%.

- Portfolio reshuffle: DSKY, QIWI, Steel shorts & Surgut Pair trade closed
o Short MGNT added, anticipating a correction
- Absolute/Relative return: 7%/5% in Jan – 37% in US$-terms in 12M
- Top performer: DSKY – Whopping 32% absolute in US$, +16% vs RTS!
- LKOD continues to deliver – +10.7% in US$ since beg-Dec
- Ahead: Triggers this week for LKOD (MSCI weight increase), MGNT (4Q19 IFRS)

Kirill Chuyko, Managing Director, Head of Research,

For more details, please contact:
Oleg Achkasov ( / / )
Luis Saenz ( / / 23)
Provider
BCS Global Markets
BCS Global Markets

BCS Global Markets is Global Markets and Investment Banking division of BCS Financial Group which was launched to build institutional business on its existing strengths in the Russian markets and, since June 2012, offers prime services and global markets business lines to institutional clients in Russia and internationally.

Analysts
Kirill Chuyko

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