Boris Krasnozhenov

Alfa

Head of Research (Managing Director) @ Alfa

Boris has over 20 years’ experience in equity, commodity and fixed income research, and investor relations. He joined Alfa-Bank as Head of Research/Senior Metals and Mining analyst in July 2017. Prior to Alfa Bank, Boris was Director, Investor Relations at UC RUSAL. From 2008-14, he was Director, Metals and Mining Equity Research at Renaissance Capital.

Boris Krasnozhenov
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Latest articles from Boris Krasnozhenov

Novolipetsk Steel: 4Q21 trading update: steel output growth boosted sales – NEUTRAL-TO-POSITIVE

NLMK (NLMK: LI; E/W) concluded 2021 on a positive note delivering 4.5 mn t of crude steel (+16% q/q), which translated into an 8% q/q steel product sales increase in 4Q21. Meanwhile, NLMK increased its’ home markets sales. The traditional 1-3 months ...
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Boris Krasnozhenov @ Alfa 20 January 2022

Weekly Radar: Russia – Geopolitical tensions rumble in the background

Sanctions risk eases as we go to print: This week Russian equities can be expected to be dictated by a combination of geopolitical risk and hawkish Federal Reserve rhetoric that has widened Sovereign bond yields worldwide and triggered aversion to em...
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John Walsh @ Alfa 18 January 2022

Alrosa: December sales – Revenue lower amid depleted inventories, robust demand; Neutral

ALROSA (ALRS RX, O/W, RUB 159.1/share) reported its December sales results at $254 mn, which contributed to a strong end to 2021, with 2021 sales increasing 49% y/y and 25% above pre-pandemic 2019. The 24% m/m decline in ALROSA’s sales came as no sur...
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Boris Krasnozhenov @ Alfa 13 January 2022

Weekly Radar: Russian cyclical stocks a haven as global monetary policy tightens

Action-packed week with Russia-West security topping the bill: There is an action-packed week ahead as Russian market participants return from the New Year holidays. On the global front, the main focus is on inflation, particularly US CPI on Wednesda...
Alfa John
John Walsh @ Alfa 11 January 2022

Weekly Radar - Omicron crushes hope of a Santa Rally

Risk-off mood: Markets have opened the last trading week before the Christmas holidays in a risk-off mood on growing concerns over the rapid spread of Omicron and questions over the efficacy of vaccines. Domestically for Russia, the focus is on geopo...
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John Walsh @ Alfa 21 December 2021

Weekly Radar: Russia equities oversold but headwinds building on multiple fronts

Covid angst adds to woes over geopolitical risk and hawkish monetary policy: Russian equities have started the week on a negative note and extended losses that have been accumulating since 28 October when geopolitical risks ratcheted up due to troop ...
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John Walsh @ Alfa 14 December 2021

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