Equity Research

Morning Brief

Rosneft, RusHydro, VTB, MSCI review, oil & gas, Transneft, Norilsk, KTK, Pharmstandard, NCSP — 14 Feb 2013
MORNING_BRIEF_February_14.pdf 403.4 KB
MSCI review, Gazprom, Gazprom Neft, Transneft, Rostelecom, Gazpromenergoholding, Rusal, fertilizers, NCSP — 11 Feb 2013
MORNING_BRIEF_February_11.pdf 393.7 KB
MSCI Russia, KKB, Alliance Oil, NLMK, Cherkizovo, Global Ports — 29 Nov 2012
MORNING_BRIEF_November_29.pdf 398.0 KB
VTB, MSCI, pensions, MTS, Transneft, Evraz, Rusal, PhosAgro, Vimpelcom, Highland Gold, Nordgold — 15 Nov 2012
MORNING_BRIEF_November_15.pdf 199.9 KB
Transneft, KMG, MSCI SAIR, macro, Novatek, FGC/MRSK Holding, Evraz, X5, Dixy, Acron, Rusagro, NCSP, Aeroflot, MHP, Kernel — 16 May 2012
MORNING_BRIEF_May_16.pdf 372.0 KB

Morning Brief archive

Recent Reports & Research

Strategy: MSCI February Preview-No Impact on Market or Single Stocks — 11 Feb 2013
ALFA-MSCI_-February_2013_Preview.pdf 206.6 KB
Earnings Rebound in 2013E — 06 Dec 2012
ALFA-Earnings_Rebound_in_2013E.pdf 552.7 KB
MSCI November Review-No Additions or Exits Expected — 07 Nov 2012
ALFA-MSCI_November_Review-No_Additions_or_Exits_Expected.pdf 209.0 KB
ALFA Report: Stocks to Play Market Swings — 24 Oct 2012
ALFA-Stocks_to_Play_Market_Swings.pdf 106.3 KB
ALFA List Update: Exiting SVST — 28 Sep 2012
ALFA_LIST_Exiting_SVST.pdf 270.4 KB

Recent Reports & Research archive