- Strategy View — In the second half of the day the moves in EURUSD and crude oil helped the Russian market keep its positive momentum, ending the day up +1.5%.
- News and Commentary — Gazprom (GAZP.RTS) - to provide Rosneft with better access to gas pipelines by 2014; Gazpromneft (SIBN.RTS) - BoD sets 15% payout ratio policy; Uralkali OAO (URKAq.L) - reports FY09 RAS financials; Severstal (CHMF.RTS) - must restructure Lucchini debt before divesting (FT); Evraz Group (HK1q.L) - Evraz facing disruptions in Ukraine; Mosenergo (MSNG3.MM) - reports 2009 RAS numbers in line with Citi ests - street upgrades are possible if confirmed in IFRS; Pharma - State Duma to consider Drug Turnover Draft Law in the second reading.
- Recent Research — Sberbank RF (SBER.RTS) - 4Q09 IFRS Results Preview & February RAS Results; Global Potash - Uralkali in Context of How Global Producers are Taxed; Russian Oil And Gas - Drilling and Flow Rate Watch: 4Q09 and January 2010
Market News and Views,Russsia
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