"Открытие Капитал": ideas for the Week Ahead: Event Watch & Spread Trade Monitor
23 апреля 2012 года
This will be a busy six-day week in several sectors. In Oil & Gas, the Boards of Directors of Bashneft and Tatneft will meet to consider dividends. Metals & Mining will see Polymetal, Mechel and ChelZinc FY11 releases. In Utilities, FGC, OGK-2, TGK-1, INTER RAO and RusHydro will report FY11 results; we generally expect muted market reactions due to lingering uncertainties, but INTER RAO may see some support. Food retailers will have a busy start to the week, as Magnit’s FY11 results today are followed by O’Key’s FY11 and Dixy Group’s March trading numbers tomorrow. TMT will have a busy end to the week, with Mail.ru, Yandex and Sistema all reporting on Thursday, and Rostelecom on Friday. In Transportation, TransContainer will report FY11 results on Thursday, while over in Industrials, HMS Group will follow Wednesday’s FY11 results with an analyst day on Thursday.
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