Denis Dorofeev

Alfa

Data Specialist / Analyst @ Alfa

Denis Dorofeev
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Latest articles from Denis Dorofeev
Strategy Note / Russia

Alfa Strategy: Weekly Radar – Equities likely to move sideways

Russian stocks outperformed last week amid heightened volatility on global markets: Global markets were marked by volatility last week as investors started to question conviction for tech stocks. Russian stocks were back in favor – RTSI (+0.2% w/w @...
Alfa John Walsh
John Walsh @ Alfa 14 September 2020
Strategy Note / Russia

Alfa Strategy: Weekly Radar – Storm clouds gather on the Russia horizon

Russian stocks performed in line with DM peers despite headwinds: Despite the negative headwinds last week (the tech selloff and the geopolitical tensions), the Russia market’s losses were contained to a 3.6% drop for the RTS index and 1.5% contracti...
Alfa John Walsh
John Walsh @ Alfa 7 September 2020
Strategy Note / Russia

Russia: Dividends are king in low interest rate environment

In this report, we review the 12-month dividend yields of our Russia coverage universe. The majority of SOEs, particularly in the oil & gas and utilities sectors, can be expected to maintain a 50% payout ratio. Within the Russian stock universe, stee...
Alfa John Walsh
John Walsh @ Alfa 20 August 2020

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