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
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Latest articles from Yulia Tolstykh

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 ...
Alfa Boris
Boris Krasnozhenov @ Alfa 20 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...
Alfa Boris
Boris Krasnozhenov @ Alfa 13 January 2022

Alrosa: November sales: strong numbers signaling healthy jewelry demand – POSITIVE

ALROSA (ALRS.RX, O/W, RUB 159.1/share) reported $334 mn of rough diamonds sales for November which is 8% up vs October and down 14% y/y due to limited stock availability. ALROSA continues to see diamond jewelry demand growing in double-digits in key ...
Alfa Boris
Boris Krasnozhenov @ Alfa 10 December 2021
Flash Report / Russia

Severstal agrees to sell Vorkutaugol to Russkaya Energiya – NEUTRAL-TO-POSITIVE

Severstal (SVST:LI; E/W) has signed a binding agreement with OOO Russkaya Energiya* to sell its coking coal assets, Vorkutaugol at a transaction value of RUB15bn (c.$200mn). The deal is expected to be closed in 1Q22, subject to regulatory approval. V...
Alfa Boris
Boris Krasnozhenov @ Alfa 2 December 2021

Nornickel: Bet on organic growth and “green” evolution

Nornickel held its Capital Markets Day on Monday. Nornickel is targeting a 25-35% increase in nickel and copper production and an over 50% increase in PGM output beyond a 2030 horizon through the Talnakh and South cluster exploration and new concentr...
Alfa Boris
Boris Krasnozhenov @ Alfa 1 December 2021
Flash Report / Russia

Eco Warrior: COP26 Review

COP26, which was the 26th Conference of Parties to the UNFCCC, took place over the first two weeks of November in Glasgow. This year the event attracted delegates from 150 countries to reassess the current status of efforts to meet the goals of the P...
Alfa Yulia
Yulia Tolstykh @ Alfa 24 November 2021

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