reports
Raiffeisen Research Institutional Equity Daily 14.06.2022
AT: Flughafen Wien - Significant hike of FY 22 guidance (positive) AT: IMMOFINANZ - Starting share buyback programme for up to 1% of share capital (positive) AT: STRABAG - Resignation of Peter Krammer became effective as of June 12 (neutral) RO: Medlife - Medlife opens a new clinic in Targu Mures, and expands its regional presence through two acquisitions (positive) RU: Transneft, RusHydro - Government decree provides for RUB 23.3 bn in 2021 dividends from RusHydro and RUB 76 bn from T...
- Research Team
The Rear-View Mirror – EME markets: Hungarian equities down 13.6% in M...
EME Equity Market – May 2022 Market performance – markets down mostly, as MSCI EM Europe Index declines 3.6%. The MSCI EM Europe Index fell 3.6% mom and 2.0% mom in EUR and USD terms, respectively, in May. The best-performing index was the Russian MOEX, which added 6.3% mom in EUR terms, but declined 3.7% mom in local currency. However, we note that, with the CBR ban on short selling and restrictions on international investors, as well various sanctions, this performance is not fully comparable ...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
GARAN TURKIYE GARANTI BANKASI ANONIM SIRKETI
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
EXAE HELLENIC EXCHANGES SA
MOL MOL NYRT
CEZ CEZ AS
PETG PETROL D.D.
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
YKBNK YAPI VE KREDI BANKASI A.S.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
COG COGNOR HOLDING SA
PKO PKO BANK POLSKI S.A.
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
DOAS DOGUS OTOMOTIV SERVIS VE TICARET A.S.
BSK ING BANK SLASKI S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
SPI S IMMO AG
AEFES ANADOLU EFES BIRACILIK VE MALT SANAYII A.S.
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
CIE CIECH S.A.
GTC GLOBE TRADE CENTRE S.A.
EEG1T EKSPRESS GRUPP A.S.
AEGN AEGEAN AIRLINES SA
TENERGY TERNA ENERGY S.A.
AUG1L AGROWILL GROUP AB
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
AFLT AEROFLOT RUSSIAN AIRLINES
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
AYGAZ AYGAZ A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
SISE TURKIYE SISE VE CAM FABRIKALARI A.S.
ULKER ULKER BISKUVI SANAYI A.S.
EUR EUROCASH S.A.
ECH ECHO INVESTMENT
FMF FAMUR SA
GSPARK GRAPHISOFT PARK SE
CPS CYFROWY POLSAT SA
POSR POZAVAROVALNICA SAVA
GPW WARSAW STOCK EXCHANGE
TPE TAURON POLSKA ENERGIA S.A.
DAT DATAWALK SA
OTOEL AUTOHELLAS S.A.
BANK OF CYPRUS PCL
WPL WIRTUALNA POLSKA HOLDING SA
SKK SIRMA GROUP HOLDING JSC
ROSN ROSNEFT OIL CO. SPONSORED GDR REGS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
KMB KOMERCIJALNA BANKA AD SKOPJE
TRP TERAPLAST
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
BNET BITTNET SYSTEMS
SNP PETROM S.A.
PBK PATRIA BANK SA
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
HMX1R HANSAMATRIX AS
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
COTE CONPET SA
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
BVB S.C. BURSA DE VALORI BUCURESTI S.A.
GEB BANK OF GEORGIA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
A4L ALLTERCO AD
19XX NEPI ROCKCASTLE PLC
ALPHA ALPHA BANK
ATAD TATNEFT (GDR)
M MED LIFE
ELPE HELLENIC PETROLEUM
CGEO GEORGIA CAPITAL
IIA IMMOFINANZ AG
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
ZB-R-A ZAGREBACKA BURZA DD
SF3 STS GROUP AG
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ADKO ADDIKO BANK
GR6 GRADUS
PEN PHOTON ENERGY NV
KOFOL KOFOLA CESKOSLOVENSKO A.S.
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
ALR ALRO SLATINA
WINE PURCARI WINERIES PCL
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
SHO SHOPER
KCEL KCELL JSC
ONE ONE UNITED PROPERTIES SA
Raiffeisen Research Institutional Equity Daily 12.05.2022
AT: Verbund - Soaring Q1 results, but only in line adjusted for hedging, lower end of guidance range lifted as expected (neutral) AT: Wienerberger - Q1 results confirmed strong trading statement a month ago, confident wording on Q2 trading conditions, FY EBITDA guidance again reiterated (neutral) CEE: Banks - UniCredit in talks to sell Russia DE: Encavis - Final Q1 22 results in line with very strong preliminaries, FY 22 guidance confirmed (neutral) HU: Magyar Telekom - Upbeat Q1 22 p...
PEO BANK POLSKA KASA OPIEKI SA
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
WIE WIENERBERGER AG
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
CPS CYFROWY POLSAT SA
ALR ALIOR BANK SA
EONR UNIPRO
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
UNCFF UNICREDIT S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CAP ENCAVIS AG
- Research Team
WOOD Daily: BGEO LN; TBCG LN; BHW PW; CCOLA TI; TLV RO; AYGAZ TI; MOH ...
HEADLINES: • Georgian banks: game on - banks are cheap (Bank of Georgia upgraded to BUY, TBC Bank Group stays BUY) • Bank Handlowy: posts huge turnaround in profitability in 1Q22 POSITIVE • Coca-Cola Icecek: 1Q22 - better than expected results POSITIVE • Banca Transilvania: 1Q22 results solid and on track to meet FY22E budget • Aygaz: 1Q22 results review - 44% NI beat, driven by Entek and Tupras • Motor Oil Hellas: deal with Ellaktor - strong expansion into RES • Public Power Corporation: i...
DOAS DOGUS OTOMOTIV SERVIS VE TICARET A.S.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
MYTIL MYTILINEOS S.A.
CCOLA COCA-COLA ICECEK A.S.
AFLT AEROFLOT RUSSIAN AIRLINES
TBCB TBC BANK JOINT STOCK CO
PPC PUBLIC POWER CORPORATION S.A.
AYGAZ AYGAZ A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTOEL AUTOHELLAS S.A.
TLV BANCA TRANSILVANIA S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
GEB BANK OF GEORGIA
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Research Team
CIS Market Daily - March 23, 2022
MARKET COMMENT - RSPP PROPOSES STRIPPING MINORITY RIGHTS, EU AND US OFFICIALS CONSIDER MORE SANCTIONS AND EXPELLING RUSSIA FROM THE G20The Russian Union of Industrialists and Entrepreneurs proposed to the government to strip nonresident minority shareholders of their shareholder rights on a temporary basis, according to RBC and other sources. Top EU and US officials remarked that more sanctions would be considered Thursday. Equity trading remains suspended in Russia. STORIES> RSPP proposes to st...
- Anton Chernyshev
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Research Team
CIS Market Daily - 23 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗ - РСПП ПРЕДЛАГАЕТ ВРЕМЕННО ОГРАНИЧИТЬ В ПРАВАХ ИНОСТРАННЫХ МИНОРИТАРИЕВ, ЕС И США РАССМАТРИВАЮТ ВОЗМОЖНОСТЬ ВВЕДЕНИЯ НОВЫХ САНКЦИЙРоссийский союз промышленников и предпринимателей предложил правительству временно ограничить в правах иностранных миноритариев, сообщают РБК и другие источники. ЕС и США рассмотрят в четверг возможность введения новых санкций. Торги акциями на МосБирже по-прежнему не проводятся. НОВОСТИ> Цены на нефть после ралли начали стабилизироваться в предд...
UNIPRO JSC sees a downgrade to Neutral on account of less fundamental ...
The independent financial analyst theScreener just lowered the general evaluation of UNIPRO JSC (RU), active in the Conventional Electricity industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date March 11, 2022, the closing price was USD 0.01 and its targe...
Raiffeisen Research Institutional Equity Daily 09.03.2022
AT: Addiko Bank - Low Q4 21 profits above expectations, strong CET1 but no dividends, moderate nominal exposure to RU/UA/BY (neutral) AT: UNIQA - S&P confirms A rating, revises outlook to negative (neutral) CEE: Banks - UniCredit indicates negative impact from Russia at 200 bps in an extreme scenario CZ: CTP - FY 21 valuation result of EUR 1.1 bn drives earnings beat (positive) EU: Utilities - EU proposed to publish plans on how to reduce dependence on Russian gas by two thirds befor...
PEO BANK POLSKA KASA OPIEKI SA
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
ARHOF AMREST HOLDING
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
ALR ALIOR BANK SA
EONR UNIPRO
SFG SPHERA FRANCHISE GROUP SA
ADKO ADDIKO BANK
CTPNV CTP NV
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - March 3, 2022
MARKET COMMENT - GOVERNMENT MULLS BUYING MORE STOCK, MSCI EXPELS RUSSIARussian stocks remained frozen in Moscow and were mostly frozen abroad as well yesterday. The government is mulling tapping more of the NWF to buy Russian stocks. MSCI will expel Russia from global benchmarks, and ratings agencies have cut the market to junk status.STORIES> MSCI expels Russia from global and emerging benchmarks> GDP could decline by 10-15% in 2022> Weekly inflation surges to 0.45% over February 19-25> Basic s...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 3 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗПроизводство в базовых отраслях российской экономики выросло в январе на 1% по сравнению с предыдущим месяцем (с учетом корректировки на сезонную составляющую) после роста на 0,6% в декабре. Динамика улучшилась благодаря оптовой торговли и грузообороту транспорта. В период с 19 по 25 февраля потребительские цены в России выросли на 0,45% против 0,24% неделей ранее. Причинами, судя по всему, стали повышение спроса на непродовольственные товары, а также ослабление рубля, котор...
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - March 2, 2022
MARKET COMMENT - RDX DOWN MORE THAN IN 1998, MSCI RUSSIA THE MOST SINCE 2008 AS MOSCOW TRADING REMAINS CLOSEDWhile Moscow stock trading remains closed, offshore and composite indexes dropped another 6-57%. The RDX offshore DR index has now fallen 91% since its October decade-long peak, a fall sharper than that of 1998 or 2008. The government announced plans to support the market with share purchases, while capital restrictions and supply shocks have also been in the news.STORIES> Government mull...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 2 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗСегодня утром котировки Брент выросли до $111/барр., и, вероятно, поднимутся еще выше, хотя МЭА объявило, что страны ОЭСР скоординированно выведут на рынок 60 млн барр. нефти из своих стратегических резервов. После объявлений ВР и Equinor, сделанных ранее на этой неделе, еще несколько крупных международных нефтяных компаний сообщили о решении продать свой бизнес в России или выразили серьезную обеспокоенность сложившейся ситуацией.НОВОСТИ> Нехватка предложения начала сказыва...
- Research Team
WOOD Flash – Russian coverage universe: under review
Russia’s invasion of Ukraine has led to unprecedented dislocations of capital and resources, on top of human tragedies. The sanctions imposed, by the world’s key nations, on Russia, its politicians, institutions, companies and businessmen, as well as the counter-measures introduced by the Russian government, are wide-ranging and continue to be imposed on a daily basis. The most severe sanctions are related to the freezing of the CBR’s FX reserves, as well as the freezing of non-residents’ assets...
QIWI QIWI PLC SPONSORED ADR CLASS B
AFLT AEROFLOT RUSSIAN AIRLINES
AFKS SISTEMA PJSFC
POLY POLYMETAL INTERNATIONAL PLC
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
RTKM ROSTELECOM PJSC
MTSS MOBILE TELESYSTEMS PJSC
2ET ETALON GROUP (GDR)
ALRS ALROSA PJSC
ROSN ROSNEFT OIL CO. SPONSORED GDR REGS
NVTK NOVATEK JSC SPONSORED GDR REGS
5M71 MAGNIT PJSC SPONSORED GDR REGS
3LSA LSR GROUP (GDR)
MOEX MOSCOW EXCHANGE MICEX-RTS PJSC
PLZL POLYUS (GDR)
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
SBNC SBERBANK RUSSIA PJSC SPONSORED ADR
ATAD TATNEFT (GDR)
904596 SURGUTNEFTEGAS (GDR)
MINING AND METALLURGICAL COMPANY NORILSK NICKEL (GDR)
OZON OZON HOLDINGS
GDEV NEXTERS INC
HHR HEADHUNTER GROUP PLC
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - February 28, 2022
MARKET COMMENT - NONRESIDENT SECURITY SALES FROZEN; POSSIBLE RUSSIA-UKRAINE NEGOTIATIONS IN FOCUSThe RTS finished the week with a 33% decline to 937 and valuations at levels not seen since 2008 or earlier. This morning, the CBR froze security sales for nonresidents and delayed the opening of stock trading until at least 13:00 Moscow time. Negotiations scheduled between Russia, Ukraine and Belarus are the obvious focal point for markets, as well as any other news flow on market restrictions or sa...
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 28 февраля 2022
КОММЕНТАРИЙ И ПРОГНОЗ - ЗАПРЕТ ДЛЯ НЕРЕЗИДЕНТОВ НА ПРОДАЖУ РОССИЙСКИХ ЦЕННЫХ БУМАГ; В ЦЕНТРЕ ВНИМАНИЯ ПЕРЕГОВОРЫ МЕЖДУ УКРАИНОЙ И РОССИЕЙИндекс РТС по итогам прошлой недели упал на 33% до 937 пунктов, рыночные оценки достигли уровней, которые не наблюдались как минимум с 2008 года. Сегодня утром Банк России ввел запрет для нерезидентов на продажу российских ценных бумаг и отложил начало торгов на рынке акций до 15:00 мск. В центре внимания сейчас, конечно, переговоры между Россией и Украиной, а ...
- Research Team
WOOD Daily: EME Macro/Strategy; EBS AV; LVC PW; EL RO; BNET RO; ADPL Z...
HEADLINES: • EME Macro/Strategy: forecasts guidance update • Erste Bank: very solid 4Q21, issues optimistic 2022E guidance and recommends 2021 DPS of EUR 1.6 • LiveChat Software: 3Q21-22 (calendar 4Q21) results - EBITDA up 15% yoy, 6% below the consensus NEGATIVE • Electrica: 4Q21 results review - deep losses reported NEGATIVE • Bittnet Systems: 4Q21 results review - 71% yoy EBITDA drop, 81% below our estimate NEGATIVE • AD Plastik: 4Q21 review - weaker than expected, and outlook uncertain NEG...
CDR CD PROJEKT S.A.
AFLT AEROFLOT RUSSIAN AIRLINES
LVC LIVECHAT SOFTWARE SA
ADPL-R-A AD PLASTIK D.D.
BNET BITTNET SYSTEMS
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
RICHT RICHTER
PTKHY PETKIM PETROKIMYA HOLDING AS
ONE ONE UNITED PROPERTIES SA
- Research Team
WOOD Daily: MOL HB; TRP RO; EME Macro/Strategy; ELPE GA; M RO; TGN RO;...
HEADLINES: • MOL: prices, pumps, and polyol (upgraded to BUY) • TeraPlast: waiting for demand to boost margins (stays HOLD) • EME Macro/Strategy: forecasts revision guidance • Hellenic Petroleum: 4Q21 results - big beat on net income; EUR 0.4 dividend • MedLife: 4Q21 earnings miss on third-party costs and drug distribution NEGATIVE • Transgaz: 4Q21 results - better than expected on higher financial gains • Alro: 4Q21 results - better-than-expected net profit • Conpet: 4Q21 results - close ...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
OMV OMV AG
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SAR GR. SARANTIS S.A.
AEFES ANADOLU EFES BIRACILIK VE MALT SANAYII A.S.
AFLT AEROFLOT RUSSIAN AIRLINES
2ET ETALON GROUP (GDR)
ALRS ALROSA PJSC
SKK SIRMA GROUP HOLDING JSC
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
3LSA LSR GROUP (GDR)
COTE CONPET SA
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
M MED LIFE
ELPE HELLENIC PETROLEUM
NLBR NLB GROUP
ALR ALRO SLATINA
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Ekaterina Sidorova
- Georgiy Ivanin
- Igor Rapokhin
- Konstantin Samarin
- Maria Martynova
- Research Team
- Sergey Donskoy
CIS Market Daily - February 24, 2022
MARKET COMMENT - MILITARY CONFLICT WITH UKRAINE ERUPTS; RUBLE AND FUTURES DOWN MORE THAN 9%Russia entered a military conflict with Ukraine overnight. Prior to the Moscow Exchange halting trading, RTS futures were down more than 9%, with the median stock having fallen 19%. The ruble has declined more than 9% in interbank trading to its weakest level since 1998. The European Council and G7 are to hold emergency summits today, and US President Joe Biden has promised "severe sanctions." STORIES> Rus...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Maria Martynova
- Research Team
- Sergey Donskoy
CIS Market Daily - 24 февраля 2022
КОММЕНТАРИЙ И ПРОГНОЗ - ВОЕННЫЙ КОНФЛИКТ В ДОНБАССЕ; КУРС РУБЛЯ И КОТИРОВКИ ФЬЮЧЕРСОВ ТЕРЯЮТ БОЛЕЕ 9%Россия начала специальную военную операцию в Донбассе. До приостановки торгов на Московской бирже индекс РТС успел потерять более 9%, а медианная цена акций опустилась на 19%. Курс рубля снизился более чем на 9%. Европейский совет и страны "большой семерки" проведут сегодня экстренные саммиты, а президент США Джо Байден пообещал "жесткие санкции". НОВОСТИ> На прошлой неделе потребительские цены в...
Unipro Q4 21 - Above expectations except a negative non-cash one-off
EBITDA growth above expectations supported by Berezovskaya Unit 3 and market fundamentals Dividend guidance reiterated (16% DY expected in 2022-24e) The Berezovskaya sale is not in the companys plans, yet the interest in renewables remains We treat the results as moderately positive
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