Equity Research

Companies in Coal

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
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
Norilsk Nickel, industrial production, Gazprom Neft, Rosneft, Bashneft, Inter RAO, OGK-2, Mechel, Raspadskaya, Uralkali — 16 Apr 2013
MORNING_BRIEF_April_16.pdf 392.6 KB
Inflation, Gazprom Neft, VimpelCom, Rostelecom, RusHydro, TGK-1, Kuzbass Fuel Company, Mechel, Magnit — 05 Apr 2013
MORNING_BRIEF_April_5.pdf 372.0 KB
CBR rates, BoP, Russian O&G, Eurasia Drilling, Rostelecom, power consumption, E.ON Russia, Norilsk, Evraz/Alrosa, Highland Gold, Polymetal, KTK — 03 Apr 2013
MORNING_BRIEF_April_3.pdf 193.0 KB

Morning Brief archive

Recent Reports & Research

KTK-Downgrade to E/W on Better Opportunities — 21 Mar 2013
ALFA-KTK-Downgrade_to_EW_on_Better_Opportunities.pdf 61.2 KB
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
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
EVR / RASP: Acquisition and Implications — 24 Oct 2012
ALFA-EVR_and_RASP-Acquisition_and_Implications.pdf 112.4 KB

Recent Reports & Research archive