Alfa
Alfa

Alfa

Coverage: Russia
Alfa distributes industry-leading, independent research produced by the Alfa Bank research team, specialising in Russia and the CIS countries. It is prominent in the Russian Equity and Fixed Income markets, including in the DR and Eurobond markets.
Location: Moscow

Latest articles from Alfa

Alfa Morning Bulletin: 17 May 2021

Russian stocks closed the week on a whimper: Equities returned to growth on Friday as inflation fears ebbed and the focus switched back to economic recovery. The ruble strengthened (+0.1% @ 73.96) with the support from an uptick in oil prices (Brent ...
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Alfa Equity Team @ Alfa 17 May 2021

Alfa Morning Bulletin: 14 May 2021

Metals & miners drag Russian stock market lower: Stock markets opened in red territory yesterday as selling continued amid concerns that rising inflation may lead to tighter monetary policy, which could curb corporate profits and economic growth. Oil...
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Alfa Equity Team @ Alfa 14 May 2021

Alfa Morning Bulletin: 13 May 2021

Inflation fears pressure equity markets: Stock markets faced an uphill struggle yesterday as inflation fears intensified after US CPI climbed more than expected in April, adding to concerns that price pressure and costs will stifle economic recovery....
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Alfa Equity Team @ Alfa 13 May 2021

Alfa Index Watch: Ozon shares included to MSCI Russia Standard Index

MSCI announced the results of its May Semi-annual Index Review (SAIR) overnight. Ozon joins MSCI family: Ozon ADRs were expectedly included to the MSCI Russia Standard Index with an FIF (Foreign Inclusion Factor) of 0.2, constituting a pro-forma weig...
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John Walsh @ Alfa 12 May 2021

Alfa Morning Bulletin: 12 May 2021

Tech-led sell-off spread and deepened: The selloff in global tech stocks broadened and deepened yesterday, dragging equity markets lower, as inflation fears escalate. The ruble advanced with other commodities currencies versus a weaker US dollar befo...
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Alfa Equity Team @ Alfa 12 May 2021

Alrosa: April sales results and 1Q21 financials preview

ALROSA (ALRS.RX, O/W, RUB 118.8/share) delivered its April sales figures which came in at a solid $401 mn, up by 12% m/m (or 26% above the pre-pandemic 2019), highlighting robust demand in the sector. It is noted that as in the case with ALROSA the m...
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Boris Krasnozhenov @ Alfa 12 May 2021