Equity Research

Companies in Consumer Goods & Retail

Morning Brief

Morning Brief: Budget risks, banking sector data, LUKoil, Inter RAO, Acron, Synergy — 12 Jul 2013
MORNING_BRIEF_July_12.pdf 399.6 KB
Morning Brief: St. Petersburg forum, Novatek, Rosneft, Gazprom, AFK Sistema, Acron, Synergy — 24 Jun 2013
MORNING_BRIEF_June_24.pdf 178.5 KB
Morning Brief: Inflation, tariff growth, Gazprom, MTS, FGC, X5, NCSP, RusHydro — 05 Jun 2013
MORNING_BRIEF_June_5.pdf 198.0 KB
Food retail, Rosneft, Gazprom, Russian Grids, Acron, Global Ports — 24 May 2013
MORNING_BRIEF_May_24.pdf 424.7 KB
LNG export monopoly, Rostelecom, Petropavlovsk, Synergy, Aeroflot — 22 May 2013
MORNING_BRIEF_May_22.pdf 366.6 KB

Morning Brief archive

Recent Reports & Research

Russian Economy vs Stock Market-The Perfect Storm — 11 Nov 2014
ALFA-Russian_Economy_vs_Stock_Market-The_Perfect_Storm.pdf 465.0 KB
Lenta-Upgrade to OW on Recent Weakness — 20 Oct 2014
ALFA-Lenta-Upgrade_to_OW_on_Recent_Weakness.pdf 138.3 KB
Lenta-Some Risks Have Played Out-Upgrade to EW — 26 Sep 2014
ALFA-Lenta-Some_Risks_Have_Played_Out-Upgrade_to_EW.pdf 138.8 KB
X5-2Q14 Preview-Turnaround Has Yet To Be Priced In — 08 Jul 2014
ALFA-X5-2Q14_Preview-Turnaround_Has_Yet_To_Be_Priced_In.pdf 119.3 KB
Hypermarkets-Fastest Growing, First to Mature — 26 Jun 2014
ALFA-Hypermarkets-Fastest_Growing,_First_to_Mature.pdf 87.0 KB

Recent Reports & Research archive