Kernel - Buy on strong farming ... 27 May 2014. R.Topolyuk 9pp.
Metinvest - Get ready for hard talk. 28 Apr. 2015. R.Topolyuk 7pp.
Ukraine Debt Operation - Update Note. 22 Mar. 2015. A.Paraschiy 3pp.
Ukrainian Eurobonds - Strategy Update. 26 Mar 2015. A.Paraschiy 53pp.
Ukraine’s debt operation - ... purposes are unclear. 19 Mar. 2015. A.Paraschiy 5pp.
MHPSA'15 - An IFC refusal would need exceptionally strong arguments. 11 Mar. 2015. R.Topolyuk 6pp.
FXPOLN - Restructuring to avoid liquidity gaps in 2016. 17 Feb 2015. R.Topolyuk 10pp.
IMF Deal and Minsk Accords - Keeping hope alive. 13 Feb.2015. A.Paraschiy 5pp
Sovereign restructuring? - We aren’t believers. 29 January 2015. A.Paraschiy 3 pp
Draft 2015 budget - IMF deal, currency under risk 24 December 2014. A.Paraschiy 5 pp
Ukrainian Corporate Eurobonds - Strategy Update. 24 Nov 2014. A.Paraschiy 56pp.
War Economy - Nearing the time for harsh decisions 24 October 2014. 14 pp
Metinvest update 23 October 2014. R.Topolyuk. 4pp
Regal, JKX, Serinus – Initiating coverage. 02 October 2014. A.Paraschiy 64 pp.
Over the last few months, Smoliy has been considered the top candidate to officially lead the NBU...
Iryna Lutsenko wrote that the draft law on the anti-corruption court will be amended to account for the recommendations of the Venice Commission and the IMF...
Unfortunately, the law can’t overcome the lack of political will to initiate large privatization process...
We estimate Kernel’s 2QFY18 EBITDA will be about USD 42-45 mln...