Russia daily - bne Russia Daily List http://www.bne.eu en 180 Fri, 03 Feb 2012 09:54:18 GMT Putin vows to make Russia an easier place to do business http://www.bne.eu/dispatch18918#292030 February 3, 2012 Prime Minister Vladimir Putin unveiled a bold pledge to liberalise the Russian ... Shipping and diamonds privatization on the cards for 2012 http://www.bne.eu/dispatch18918#292031 February 3, 2012 Large stakes in Russia's shipping national champion Sovcomflot and diamond giant ... Russian military pay soars above civilian pay http://www.bne.eu/dispatch18918#292032 February 3, 2012 After years of the Russian military being treated as the poor relative of ... Gazprom could sell Gazflot to Rotenberg http://www.bne.eu/dispatch18918#292033 February 3, 2012 One of Russia«s top offshore exploration companies might be bought by Putin's ... Market Comment http://www.bne.eu/dispatch18918#292034 February 3, 2012 Optimism abounds. Moscow's bourses look set to extend yesterday's strong gains ... Inflows across the board http://www.bne.eu/dispatch18918#292035 February 3, 2012 Large inflows return to Russia. Russia funds recorded $237 mln of inflows, or ... Power consumption reaches record level http://www.bne.eu/dispatch18918#292036 February 3, 2012 --- driven by abnormally cold weather --- capacity margin squeezed to 11% --- ... Russia: In a nutshell - A leg up on the rollercoaster ride http://www.bne.eu/dispatch18918#292037 February 3, 2012 Today (3 February), we release Russia: In a nutshell - A leg up on the ... FUNDS: Food for thought (and investment) in emerging markets http://www.bne.eu/dispatch18918#292038 February 3, 2012 Rising food prices, bread riots, drought, famine, land grabs in emerging markets ... Troika note on Putin speech at conference http://www.bne.eu/dispatch18918#292039 2 February 2012 Vladimir Putin opened the panel with a speech, which, given his status as a ... Putin instructs VTB to look into share buyback from retail investors http://www.bne.eu/dispatch18918#292040 February 3, 2012 VTBR LI: BUY, target price: $5.7, upside/downside: 19.4% Event: Yesterday (2 ... Novatek: Proved reserves increased by around 10% organically http://www.bne.eu/dispatch18918#292041 February 3, 2012 16% YoY increase in proved reserves. Yesterday Novatek (NVTK LI Ð Hold) ... Sberbank agrees to lower VBI price http://www.bne.eu/dispatch18918#292042 February 3, 2012 SBER RM: BUY, target price: $3.9, upside/downside: 28.0%?SBERP RM: BUY, target ... Sistema's Indian licences could be revoked http://www.bne.eu/dispatch18918#292043 February 3, 2012 SSA LI: BUY, target price: $25.5, upside/downside: 31.4% Event: On Thursday (2 ... Nordgold may offer minorities of HRG subsidiary share swap for parent companyÕs stock http://www.bne.eu/dispatch18918#292044 February 3, 2012 According to Nordgold CEO Nikolai Zelenski, the company is considering ... Sberbank sells non-core oil asset http://www.bne.eu/dispatch18918#292045 February 3, 2012 SBER RM: BUY, target price: $3.9, upside/downside: 28.0%?SBERP RM: BUY, target ... Stand-ins to Appear for Putin in Election TV Debates http://www.bne.eu/dispatch18918#292046 February 3, 2012 Campaign representatives will appear on behalf of Prime Minister Vladimir Putin ... MRSK HoldingÕs management considers new plans for privatizing subsidiaries http://www.bne.eu/dispatch18918#292047 February 3, 2012 According to different media sources, MRSK HoldingÕs CFO Alexey Demidov said ... X5 Retail Group CEO hosts conference call for analysts http://www.bne.eu/dispatch18918#292048 February 3, 2012 Yesterday, the CEO of X5 hosted a conference call with analysts and investors, ... Russian milk producer Rusmoloko acquired by Olam http://www.bne.eu/dispatch18918#292049 Metropol February 3, 2012 It was announced on 30 Jan that one of theÊglobal leaders in ... Rosneft buys $444mn stake in Tass-Uryakh from Sberbank http://www.bne.eu/dispatch18918#292050 February 3, 2012 ROSN LI: BUY, target price: $10, upside/downside: 31.2% Event: Yesterday (2 ... Gazprom to test LNG shipping on Northern Sea Route http://www.bne.eu/dispatch18918#292051 February 3, 2012 Gazprom says it will soon conduct test shipping of liquefied natural gas LNG) ... $7m investment in Shtokman in 2012 http://www.bne.eu/dispatch18918#292052 February 3, 2012 Gazprom set to invest a mere $7 million in the epic Shtokman project in ... MOSTOTREST: The Ketchup Effect http://www.bne.eu/dispatch18918#292053 February 3, 2012 In this report we revisit our case on Mostotrest, RussiaÕs largest transport ... Rostelecom enters Armenia http://www.bne.eu/dispatch18918#292054 February 3, 2012 RTKM RM: HOLD, target price: RUB172, upside/downside: 13.0%?RTKMP RM: BUY, ... Gazprom Neft: Production to rise 4% this year; Asian partners invited to East Siberian fields http://www.bne.eu/dispatch18918#292055 February 3, 2012 Production of 59 mln tons in 2012E, capex at $5.5 bln. Gazprom Neft (SIBN RX Ð ... LUKoil is clearing the path to buy out StatoilÕs 18.75% in the West Qurna 2 project in Iraq http://www.bne.eu/dispatch18918#292056 February 3, 2012 IraqÕs National Oil Ministry has cleared Statoil and LUKoil to proceed with the ... E.On increases its share in E.On Russia to 82.3% http://www.bne.eu/dispatch18918#292057 February 3, 2012 News: German-based utilities giant E.On has increased its share in the ... Yandex partners with Skype http://www.bne.eu/dispatch18918#292058 February 3, 2012 YNDX US: SELL, target price: $20.4, upside/downside: -3.32%?MAIL LI: BUY, target ... RUSSIA FORUM BUZZ - PLENARY SESSION: RUSSIA ECONOMIC POLICY IN THE TIME OF GLOBAL CHANGES http://www.bne.eu/dispatch18918#292059 February 3, 2012 Vladimir Putin opened the panel with a speech, which, given his status as a ... Russia Forum Buzz - Global Economic Ills And Their Impact On The Social Framework http://www.bne.eu/dispatch18918#292060 February 3, 2012 While the ease of communication via social networks has facilitated the rapid ... Russia Forum Buzz - Privatization: Interim Results http://www.bne.eu/dispatch18918#292061 February 3, 2012 The panel included all the parties engaged in the process: CEOs of state ... Russia Forum Buzz - Plenary Session: Russia 2018 - At Vital Crossroads And Challenges That Will Determine The Country's Future http://www.bne.eu/dispatch18918#292062 February 3, 2012 Opportunities and challenges are equally clear. The panel concluded that Russia ... Russia Forum Buzz - The Present And Future Of Russian Oil: Ceo Challenges http://www.bne.eu/dispatch18918#292063 February 3, 2012 The panel highlighted several disagreements among the very disparate group of ... Russia Forum Buzz - Russia In Transition http://www.bne.eu/dispatch18918#292064 February 3, 2012 Anders Aslund kicked off the panel. He was extremely optimistic on Russia in ... Russia Forum Buzz - Agriculture & Food: What Future Brings? http://www.bne.eu/dispatch18918#292065 February 3, 2012 Igor Artamonov (Sberbank). Russia holds third place in the world by arable ... Russia Forum Buzz - New Industrialization In Russia http://www.bne.eu/dispatch18918#292066 February 3, 2012 Session participants discussed the importance of further development of Russian ... Markets Update http://www.bne.eu/dispatch18918#292067 February 3, 2012 Little action in the markets ahead of US Payrolls Price action was quite ... X5 Retail Group (B2/B+): higher capex is bad news for bondholders http://www.bne.eu/dispatch18918#292068 February 3, 2012 News: Yesterday, X5 Retail Group held a conference call with analysts hosted by ... Aeroflot's board gives guidance on 2012 http://www.bne.eu/dispatch18918#292069 February 3, 2012 AFLT RM: BUY, target price: $3.5, upside/downside: 109.5% Event: Yesterday (2 ... Petropavlovsk - Stressing the balance sheet http://www.bne.eu/dispatch18918#292070 February 3, 2012 Today (3 February), we release Russia: Petropavlovsk - Stressing the balance ... Mobile access to internet portals rising strongly http://www.bne.eu/dispatch18918#292071 February 3, 2012 YNDX US: SELL, target price: $20.4, upside/downside: -3.32%?MAIL LI: BUY, target ... Russian crude oil output increased by 0.4% m-o-m in January, mainly due to Gazprom and Rosneft http://www.bne.eu/dispatch18918#292072 February 3, 2012 CDU TEK published preliminary oil production data for January 2011. Total ... Russia Keeps Refinancing Rate at 8% http://www.bne.eu/dispatch18918#292073 February 3, 2012 The Central Bank of Russia (CBR) will keep its key refinancing rate unchanged at ... CBR reserves up USD 4.3bn last week http://www.bne.eu/dispatch18918#292074 February 3, 2012 --- FX and gold revaluation effect partially explains the increase --- CBR ... GDP Growth Remained Strong In 2011 http://www.bne.eu/dispatch18918#292075 February 3, 2012 The State Statistics Service reported that GDP expanded 4.3% last year, a figure ... Disinflation Continues Y-O-Y http://www.bne.eu/dispatch18918#292076 February 3, 2012 According to the State Statistics Service, inflation was at 0.1% w-o-w during ... CEO confirms record bottom line in 2011 http://www.bne.eu/dispatch18918#292077 February 3, 2012 2011 earnings to set expected records. Yesterday, SberbankÕs (SBER RX Ð Buy) CEO ... Phosagro to raise fertiliser output 3-10% in 2012 http://www.bne.eu/dispatch18918#292078 February 3, 2012 PHOR RU: BUY, target price: $594, upside/downside: 66.1% Event: Yesterday (2 ... Gazprom's 3q11 Ebitda Outperforms, 9m11 Capex Is $37 Bln http://www.bne.eu/dispatch18918#292079 February 3, 2012 Gazprom yesterday released 9m11 IFRS results. Troika's view: Gazprom's 3Q11 ... Ktk 4q11 Operating Results - Another Strong Quarter http://www.bne.eu/dispatch18918#292080 February 3, 2012 KTK has reported positive operating results for 4Q11, output rising 5% Q-o-Q to ... X5 Retail Group gave conservative 2012 sales forecast. The market could remain cautious on the share price. http://www.bne.eu/dispatch18918#292081 February 3, 2012 FIVE LI: BUY | Fair Value: USD 43.50 | Current Price: USD 23.15 | ... KAMAZ: January operating stats and guidance on 2011 financials http://www.bne.eu/dispatch18918#292082 February 3, 2012 KMAZ RM: SELL, target price: $1.5, upside/downside: 7.12% Event: Yesterday (2 ...