Boris Krasnozhenov


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

Alfa Weekly Radar: Are storm clouds gathering on global markets?

Russian stocks weathered the storm on global markets: Global markets slipped in and out of risk-off mode last week as investors grow more cautious on slowing economic growth, supply disruptions, the spread of the Delta variant of Covid and the prospe...
Alfa John
John Walsh @ Alfa 14 September 2021

Alrosa: Delivers high August sales figures despite a seasonal slowdown – Positive

ALROSA (ALRS RX, O/W, RUB 159.1/share) delivered a robust set of August sales figures despite the traditional summer slowdown at cutters and polishers. Rough diamond sales revenue reached $297 mn and polished sales came фе $10 mn, contributing to a t...
Alfa Boris
Boris Krasnozhenov @ Alfa 10 September 2021

Alfa Weekly Radar: Investors bet on delayed tapering and further stimulus

Stock sentiment remains bullish: Stock markets are marching toward new highs as investors bet that weak macro data should delay tapering. There is also hope that Japan’s new prime minister may bring added fiscal stimulus to kick start the economy the...
Alfa John
John Walsh @ Alfa 7 September 2021

Globaltrans: 1H21 IFRS results – above consensus – POSITIVE

Globaltrans (GLTR.LI; E/W; $7.1/GDR) issued its 1H21 IFRS financial results, which beat the Interfax (IFX) consensus and our estimates. Globaltrans’ cargo turnover demonstrated a sizeable rebound to pre-Covid levels of 1H19, yet coming short of 1H20 ...
Alfa Boris
Boris Krasnozhenov @ Alfa 31 August 2021
Flash Report / Russia

Current progress of Raspadskaya demerger

Roman Abramovich’s Greenleas International, which owns a 28.64% stake in EVRAZ (EVR: LN; E/W) is said to have filed a petition to the FAS to approve the direct acquisition of a 26.74% stake in Raspadskaya. The amount corresponds with 28.64% of EVRAZ’...
Alfa Boris
Boris Krasnozhenov @ Alfa 31 August 2021

Weekly Radar: US payrolls for August and global PMIs may test market conviction

Can markets remain bullish: Russian equities have opened the week with positive momentum, building on last week’s gains, supported by a dovish Fed last week. Stocks have largely shrugged off economic worries and continue to trade near record highs. B...
Alfa John
John Walsh @ Alfa 31 August 2021

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