"Открытие Капитал": ideas for the Week Ahead: Event Watch & Spread Trade Monitor
9 апреля 2012 года
This week we should see FY11 results from MMK, Polymetal, Uralkali and Globaltrans, as well as from the first batch of regional MRSKs. Rosneft will hold an EGM to approve a mystery deal on Tuesday; press speculation suggests it will involve the export deal with China. Three of the major food retailers will provide 1Q12 trading updates. We think O’Key may surprise on the upside, but we do not expect major share price moves in Magnit and X5, where results are likely to confirm the strength that has been priced into former and the weakness priced into the latter.
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