Отчеты по отраслям

  • 12.09.12 Металлургия и горнодобывающий сектор

    A fall in benchmark iron ore prices of 28% YtD coupled with high production costs will deliver a body blow to Ferrexpo’s 2012 earnings. We project tha...> дальше

  • 11.09.12 Облигации

    Yields for Ukrainian long-term sovereigns contracted notably last week, bottoming out at around 8.1%. Quotes for Ukraine-­21s jumped by 4.0% during th...> дальше

  • 29.08.12 Агро сектор

    Favorable poultry pricing dynamics allowed MHP to report an outstanding set of 2Q12 financials. The company’s top line was up by 27% YoY to USD 357mn,...> дальше

  • 29.08.12 Облигации

    Ukrainian bond yields saw a moderate decline last week amid European sovereign risk revision. We suspect that a drop in Spanish 10­year bond yields t...> дальше

  • 20.08.12 Облигации

    Eavex Ukraine FI Market Monitor: Aug 20...> дальше

  • 13.08.12 Облигации

    Eavex Ukraine FI Market Monitor: Aug 13...> дальше

  • 06.08.12 Облигации

    Yields on Ukrainian corporate Eurobonds contracted sharply in 1H12 amid a reassessment of the country’s sovereign risk by investors. Prices for most b...> дальше

  • 17.07.12 Металлургия и горнодобывающий сектор

    Trading idea for Ukrainian Steel Stocks...> дальше

  • 05.07.12 Макроэкономика

    With the NBU having maintained a strict monetary policy throughout 1H12, the money supply in the Ukrainian economy is currently uncomfortably tight. R...> дальше

  • 14.06.12 Машиностроение

    Following the recent steep slide in Ukrainian blue chips, Motor Sich is now trading at multiples of just 1.7x for 2012E EV/EBITDA and 2.2x for 2012E P...> дальше