Yulia Tolstykh

Alfa

Analyst, Metals & Mining @ Alfa

Yulia joined the Alfa-Bank Research team in 2017, covering Metals & Mining stocks. Yulia holds a BA degree in Economics from the National Research University – Higher School of Economics.

Yulia Tolstykh
Hide filters Show filters
Some articles from this analyst are only available to Insights Pro clients.
Have an account? Log in
Latest articles from Yulia Tolstykh
Flash Report / Russia

Silver Alert: Reassessing the price potential

While the all-time high price is not that far off we are going to access whether the precious metal price has further upside potential on 1) stronger demand fundamentals, 2) weaker supply and 3) a silver price rerating on the gold/silver ratio. We ar...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 2 October 2020
Silver Alert: Reassessing the price potential
Silver Alert: Reassessing the price potential
Flash Report / Russia

Nornickel shareholder tensions rise – neutral

The CEO of Interros, Sergey Batekhin commented on the shareholder conflict situation and Nornickel (MNOD:LI; O/W; TP $35.3/GDR) developments. The Interros and RUSAL relations have deteriorated. Interros believes that RUSAL's focus on dividends comes...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 30 July 2020
Equity Analysis / Russia

Lab-grown diamonds? We doubt it – Investing community assesses new risks

Following our ALROSA update “Can diamonds regain their sparkle?” Another interesting fact is that China produces 85% of global LGD volumes, reflecting a huge industrial base. Tiffany: “Our position is LGDs are not a luxury material. The significant p...
Alfa Boris Krasnozhenov
Boris Krasnozhenov @ Alfa 8 June 2020

Filter by tags

Yulia Tolstykh
Russia
Europe/CIS
Materials
Equity
Boris Krasnozhenov
Europe
2020
US
China
Alrosa PJSC
ALROSA
India
2021

Contact Yulia

Description