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Evgeniy Kipnis
Senior Banking/Consumer Analyst @ Alfa
Evgeniy joined the Alfa-Bank Equity research team in 2016, covering stocks in the Russian consumer, retail, agriculture and IT sectors. Hewas promoted in early 2018 to Senior Analyst, placed in charge of covering Russian banking and consumer names. Evgeniy holds a master’s in economics from The Financial University under the Government of The Russian Federation and is a Level 3 CFA candidate.
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Latest articles from Evgeniy Kipnis
X5 Retail Group: Changes to top management – Neutral-to-negative
X5 (FIVE LI / FIVE RX: O/W; TP $40.4 / RUB3,031) announced that Vladislav Kurbatov, who was the general director of Perekrestok supermarkets, was appointed General Director of Pyaterochka proximity stores. He replaces Sergei Goncharov, who has decide...
Evgeniy Kipnis @ Alfa 18 January 2022
Beluga Group: 2021 operating results – Moderately positive
BELUGA GROUP (BELU RX: O/W; TP RUB4,999) reported its 2021 operating results. Overall volumes remained soft at 1% y/y growth, continuing to reflect the high comparison base of 2020 in domestic sales of its own brands. At the same time, premium brands...
Evgeniy Kipnis @ Alfa 17 January 2022
Sberbank: December 2021 RAS results – NEUTRAL
Sberbank (SBER RX / SBERP RX: O/W; TP RUB430 / RUB399) reported December and FY21 RAS numbers. All in all, the results are expectedly robust, delivering on the management guidance metrics and our expectations. At current levels, the stock trades at 0...
Evgeniy Kipnis @ Alfa 14 January 2022
Magnit: New Year sales – Positive
Magnit (MGNT RX / MGNT LI: O/W; TP RUB 7,570 / $20.2) reported sales during 17-31 December, 2021, which have a direct impact on 4Q results. Dixy), broadly in line with 3Q21 dynamics (+13%/+27.7%). LfL sales grew 7.4% (vs 8.6% in Q3) mostly driven by ...
Evgeniy Kipnis @ Alfa 13 January 2022
VTB: 2022 might be 'The Year', upgrading to O/W
We upgrade VTB to O/W. Record-breaking 2021 builds the base for sustainably solid returns going forward. Long-awaited dividend story may finally unfold.
Evgeniy Kipnis @ Alfa 14 December 2021
Sberbank: November 2021 RAS results – NEUTRAL
Sberbank (SBER RX / SBERP RX: O/W; TP RUB430 / RUB399) reported November 202 RAS numbers. Overall, we think the monthly results are expectedly strong, on track to deliver on management guidance metrics. Considering the growing interest rate environme...
Evgeniy Kipnis @ Alfa 7 December 2021
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