"Открытие Капитал": ideas for the Week Ahead: Event Watch & Spread Trade Monitor
19 марта 2012 года
This week should be moderately busy on the corporate events front. UC RUSAL reported results this morning that were largely in line with consensus. We expect modest weakness in Mosenergo after its upcoming results announcement, but retain our positive view longer-term. ENRC, one of our top picks in the metals & mining universe, will report FY11 results on Wednesday. Detailed results from Magnit on Friday may exceed expectations, but at current valuations a positive surprise is unlikely to serve as a major catalyst. In the transportation sector, we will be keeping a close eye on NCSP, where we could see a couple of positive triggers this week.
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