Equity Research

Companies in Pipes

Morning Brief

MTS, Gazpromenergoholding, NLMK, TMK, Avangard, Global Ports — 31 May 2013
MORNING_BRIEF_May_31.pdf 370.5 KB
MTS, RusHydro, Rosneft, Eurasia Drilling, oil export duty, TGK-1, Enel OGK-5, Mechel, TMK, Pharmstandard — 30 Apr 2013
MORNING_BRIEF_April_30.pdf 384.5 KB
1Q13 GDP, Sberbank, Tatneft, IRC, TMK, Cherkizovo, Rusagro, FESCO — 08 Apr 2013
MORNING_BRIEF_April_8.pdf 372.3 KB
February stats, Halyk, Cyprus, grids, FGC, ENRC, TMK, Uralkali — 21 Mar 2013
MORNING_BRIEF_March_21.pdf 381.5 KB
C.A.T. Oil, VimpelCom, TMK — 07 Mar 2013
MORNING_BRIEF_March_7.pdf 360.4 KB

Morning Brief archive

Recent Reports & Research

Metals & Mining Strategy-Currency/Trade Wars and Russian Metals — 20 Feb 2013
ALFA-Currency_and_Trade_Wars_and_Russian_Metals.pdf 392.0 KB
Metals & Mining Strategy-Stock Picks in Each Market Cap Range — 16 Jan 2013
ALFA-Metals_and_Mining_Strategy.pdf 340.9 KB
TMK: Modest Growth Ahead — 11 Dec 2012
ALFA-TMK-Modest_Growth_Ahead.pdf 424.0 KB
CIS Metals and Mining: Political Transitions and Impact on Metals — 31 Oct 2012
ALFA-CIS_Metals_and_Mining-Political_Transitions_and_Impact_on_Metals.pdf 475.0 KB
CIS Metals and Mining: China Is the Missing Link – Maintain E/W — 28 Sep 2012
ALFA-CIS_Metals_and_Mining-China_is_the_Missing_Link-Maintain_EW.pdf 520.5 KB

Recent Reports & Research archive