Equity Research

Companies in Power Engineering

Morning Brief

Macro, Gazprom, Polyus, HGM, Dixy, X5, Pharmacy 36.6, Rusagro/Razgulay, Kernel/MHP, Power Machines, Aeroflot — 16 Sep 2011
MORNING_BRIEF_September_16.pdf 367.0 KB
Rusal/Norilsk, M.video, macro, Gazprom, KMG, VimpelCom, TGK-1, power consumption, Rusagro, Power Machines — 06 Sep 2011
MORNING_BRIEF_September_6.pdf 382.8 KB
Integra, Novatek, VimpelCom, FGC, Mechel, Severstal, X5 Retail Group, FESCO, SILM — 16 May 2011
MORNING_BRIEF_May_16.pdf 372.0 KB
VTB, Rosneft, MTS, Raspadskaya, NLMK, X5, Magnit, OKEY, Power Machines — 11 Apr 2011
MORNING_BRIEF_April_11.pdf 386.4 KB
Rosneft, macroeconomics, Gazprom, VimpelCom, grid companies, Globaltrans, Aeroflot, VSMPO-Avisma, Cherkizovo Group, Rusal, Uralkali, Silvinit, Acron, Dorogobuzh, Power Machines — 31 Mar 2011
MORNING_BRIEF_March_31.pdf 197.2 KB

Morning Brief archive

Recent Reports & Research

Turboatom: Turning GenCo Capex into Cash Flows — 26 Sep 2011
ALFA_BANK_Turboatom--Turning_GenCo_Capex_into_Cash_Flows.pdf 654.7 KB
Power Machines (O/W): Solid FY10 Results and TP Upgrade — 31 Mar 2011
ALFA_BANK_Power_Machines_FY10_Results.pdf 59.2 KB
Power Machines (O/W): Raising TP on Stronger Margins — 19 Jan 2011
ALFA_BANK_Power_Machines_Raising_TP.pdf 100.0 KB
Power Machines (O/W): Solid Play on Russian Power — 10 Feb 2010
f3965.pdf 102.8 KB
July: Hazy But Not So Lazy Days of Summer — 11 Jul 2005
f957.pdf 1022.9 KB

Recent Reports & Research archive