"Открытие Капитал": EoN Russia – with a strong 1H12, the company is likely to exceed FY12 consensus // ПОКУПАТЬ
13 августа 2012 года
EoN Russia (OGK-4) released its 1H12 results on 13 August,showing a strong performance in its Russian business. With a robust 1H12, EoN Russia is likely to exceed FY12 consensus estimates, which would imply a potential consensus upgrade. There is also the possibility for increased dividend payouts: if the payout ratio stays at the 2011 level, the dividend yield could be 2.5%; however, if the company moves to EoN’s dividend policy of a 50–60% payout, the yield could rise to 5–6%.
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