Alrosa PJSC

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Top Credit Stories Alrosa (ALRSRU) - Reports lackluster January sales BBVA (BBVASM) - Aquires further 21.7% stake in Brazil’s Neon Pagamentos for USD 300mn BHP Billiton (BHP) - Strong performance in 1H and positive outlook Cap Gemini ...

Top Credit Stories A2A (AEMSPA) - Agreement with Ardian for the acquisition of 352MW of capacity Alrosa (ALRSRU) - Weak 4Q21 sales Commerzbank (CMZB) - Large-scale provisions at MBank Digi Communications (RCSRDS) - Repays debt from as...

We reiterate our buy recommendation on MMK, a large steel producer in Russia, due to the company’s strong credit fundamentals and the attractive relative value of the company’s USD bonds relative to the Russian and emerging market peers. MMK repo...

Top Credit Stories Alrosa (ALRSRU) - 3Q21 sales update Auto sector - Moody’s reduces 2021/22 vehicle sales forecast as expected but keeps sector outlook stable Credit Suisse (CS) - Reportedly close to deal with US authorities over old Moz...

Top Credit Stories Alrosa (ALRSRU) - reports stellar 2Q21 results Cheplapharm (CHEPDE) - Strong 1H21 results - waiting for the conference call EuroChem (EUCHEM) - Strong fertilizer prices drive leverage down Faurecia (EOFP); Hella (HE...

We confirm our buy recommendation for Norilsk Nickel and its USD-denominated bonds due to attractive valuations and strong metal prices. Norilsk Nickel is a large polymetal mining business, with a 35% market share in palladium (largest producer globa...