"Открытие Капитал": ideas for the Week Ahead: Event Watch & Spread Trade Monitor
26 марта 2012 года
This will be a busy week for corporate earnings, particularly in the banking sector. Next week, NLMK and Evraz kick off earnings season for Russian steels; we expect results from steel producers to be unimpressive, as 4Q tends to be the weakest quarter seasonally. On other fronts, we think investors are already braced for 2H11 weakness from Global Ports, but Mosenergo may disappoint. M.video’s Analyst Day could provide a small boost to the stock.
Meanwhile, we will be listening for developments regarding the economic and financial direction of the future government. While no formal personnel decisions will be made before the confirmation of the new prime minister, clues may begin to emerge within the next couple of weeks.
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