Andriy Gostik: Following a disappointing 1Q, coke output numbers have continued to steadily rebound over the last two quarters. Avdyivka Coke (AVDK: BUY), Bagliy Coke (BKOK: SELL) and Yasynivsky Coke (YASK: HOLD) all rebounded while ZaporizhCoke (ZACO: Susp) maintained steady growth.
Company 9M06 Chg, yoy 3Q06 Chg, yoy 2Q06 Chg, yoy 1Q06 Chg, yoy
Avdiyivka Coke (AVDK: BUY) 2,379 -12.4% 883 7.4% 712 -20.5% 784 -21.4%
Alchevsk Coke (ALKZ: SELL) 1,986 0.3% 662 -0.5% 672 1.8% 652 -0.5%
ZaporizhCoke (ZACO: Susp) 1,475 6.3% 489 7.0% 494 7.2% 492 4.9%
Yasynivsky Coke (YASK: HOLD)1,079 11.9% 401 68.5% 356 9.5% 322 -19.7%
Bagliy Coke (BKOK: SELL) 609 -4.7% 219 26.6% 198 -4.8% 192 -25.6%
Donetsk Coke (DKOK: HOLD) 498 -36.6% 132 -38.3% 174 -33.1% 192 -38.5%
Total Ukraine 14,123 -0.4% 4,880 12.8% 4,675 0.5% 4,568 -12.1%