"Открытие Капитал": ideas for the Week Ahead: Event Watch & Spread Trade Monitor
16 апреля 2012 года
Oil & Gas will be the most active sector this week, as Tatneft, Bashneft, RUSPETRO and Integra report FY11 results. Meanwhile, the Moscow Arbitration Court will begin hearings on Bashneft’s Trebs & Titov licenses. In other sectors, Severstal, TGK-1 and NCSP might be under pressure around FY11 results, but we do not expect major share price moves. X5’s FY11 results are likely to be solid within the scope of managed expectations, while Mostotrest’s are likely to demonstrate revenue growth against compressed margins
- PDF 417 КБ