reports
BCS GM Equity Daily: TGK-1, Mosenergo, Rostelecom, X5 Retail, Aeroflot
Fed, geopolitical angst v $78+ Brent Ahead: 2 out of 3 are bad, but ... Outnumbered by 2 to 1, the Brent-driven trade appears challenged as US Fed speculation and renewed N.Korea angst are at play. As to the former, the USD has climbed and the UST-10 has broken through the psychologically sensitive 3% mark signaling a 4-rate-hike year by the US Fed is gaining traction as the US economy shows ongoing strength. As to the latter, that N.Korea has balked on the planned Summit with the US (tentativ...
- Aleksey Ryabushko
- Igor Vasilyev
Russian Gencos - Modernization on the Agenda
We have updated our valuation models for Inter RAO UES, Enel Russia, Unipro and RusHydro and reinitiated coverage of OGK-2, Mosenergo and TGK-1. We take into account their latest operating and financial results, as well as our new macro forecasts. In the next few years, the key factor for the financials will still be payments for new capacity built under capacity supply agreements (CSAs). This will entail varying performances for the different companies. We have two BUY recommendations: InterRAO...
Mosenergo (MSNG) - Power - Deals and Alliances Profile
Summary Mosenergo, a subsidiary of Gazprom Energoholding LLC, is an electric utility. It generates electricity and thermal energy from natural gas, coal, fuel oil, and diesel sources. The company owns and operates power plants: SPP-1, SDPP-3, TPP-9, TPP-11, TPP-12, TPP-8, TPP-17, TPP-16, TPP-20, TPP-21, TPP-22, TPP-25, TPP-26, TPP-23, and TPP-27. It sells power to wholesale resellers, industrial enterprises, public sector organizations, general public, housing partnerships and associations, and...
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