Equity Research

Companies in Base Metals

Morning Brief

Mechel, macro, O&G, Novatek, Rusal, Petropavlovsk, KTK, Uralkali, Cherkizovo/Rusagro, MHP — 14 May 2013
MORNING_BRIEF_May_14.pdf 381.0 KB
O&G, macro, Surgutneftegas, utilities, Ferrexpo, ENRC, Rusal — 13 May 2013
MORNING_BRIEF_May_13.pdf 366.0 KB
Morning Brief: Inflation, Rosneft, Norilsk Nickel — 08 May 2013
MORNING_BRIEF_May_8.pdf 393.2 KB
Macro, Rostelecom, VTB, Rosneft, Novatek, E.ON Russia, Norilsk, Alrosa — 29 Apr 2013
MORNING_BRIEF_April_29.pdf 365.9 KB
Social priorities, gas tariff, telecoms, MOESK, Norilsk, Kazakhmys, Polymetal, fertilizers, Cherkizovo — 26 Apr 2013
MORNING_BRIEF_April_26.pdf 445.7 KB

Morning Brief archive

Recent Reports & Research

Norilsk Nickel Initiation-Lower Costs to Offset Weaker Nickel — 18 Nov 2014
ALFA-Norilsk_Nickel_Initiation-Lower_Costs_to_Offset_Weaker_Nickel.pdf 631.7 KB
ENRC-The Russian Subplot — 30 May 2013
ALFA-ENRC-The_Russian_Subplot.pdf 221.8 KB
Norilsk Nickel-Outperformance Limits Upside — 16 Apr 2013
ALFA-Norilsk-Outperformance_Limits_Upside.pdf 62.0 KB
Norilsk Nickel-Our Preference for a Near-Term Bounce — 19 Mar 2013
ALFA-Norilsk-Our_Preference_for_a_Near-Term_Bounce.pdf 63.0 KB
UC Rusal-Upgrade to E/W on 4Q12 Results — 05 Mar 2013
ALFA-Rusal-Upgrade_to_EW_on_4Q12_Results.pdf 61.8 KB

Recent Reports & Research archive