Dragon Capital News and Comments
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Apr 09, 2014
Stepan Kubiv: “The Ukrainian financial system is going through very challenging times due to recent and ongoing events in the country, and the NBU’s immediate priority is to restore the confidence of private customers in order to stop deposit outflows”
Conference Notes: Highlights from the speech delivered by Stepan Kubiv, Governor, National Bank of Ukraine, the special guest speaker of the conference
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Apr 08, 2014
Participants of Dragon Capital’s 10th Ukraine Investor Conference Share Views on Ukraine’s Pressing Economic and Political Issues
During the morning sessions of Dragon Capital’s 10th Annual Ukraine Investor Conference held on April 2-3, participating international and local investors as well as representatives of Ukrainian companies were asked to electronically vote on
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Apr 07, 2014
Arseniy Yatsenyuk: “The government is ready to implement real reforms, yet… it had to start with applying “painkillers … to rehabilitate the economy and prevent the country dying”
Conference Notes: Highlights from the keynote speech delivered by Prime Minister Arseniy Yatsenyuk
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Apr 04, 2014
Dragon Capital Holds 10th Annual Ukraine Investor Conference
Western investors are supportive of the actions of the new Ukrainian government, which suggests improving prospects for the sovereign and corporates to return to international markets and attract foreign capital via privatizations or IPOs of state owne
Research
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Businessman and lawmaker Petro Poroshenko, 48, is on track to win Sunday’s presidential election by a wide margin, yet may fall short of securing victory in the first round, for which a 50%-plus majority of votes is needed. Two opinion polls released this ...
Ukrainian Politics: Presidential Elections Crucial, But Not Enough May 23, 2014 -
LSE-listed Avangard, Ukraine’s largest shell egg producer, reported 1Q14 sales of $152.2m (-2% y-o-y), EBITDA of $60.9m (-17%), implying an EBITDA margin of 40.0% (-9.4pp y-o-y), and net income of $46.8m (-23%; net margin – 30.7%, -8.2pp). ...
Avangard [Under Review] — Reports 1Q14 results May 23, 2014 -
Recent weeks have brought several glimmers of light for the Ukrainian economy. The IMF approved a $17bn 2-year Stand-by loan, disbursing a first tranche of $3.2bn in early May. The government shortly placed a $1.0bn Eurobond backed by a U.S. guarantee at ...
Ukraine Economic Chart Book: Initial Signs of Stabilization May 23, 2014 -
WSE-listed Coal Energy is due on May 26 to report its 3Q14FY and 9M14FY financial results. We expect 3Q14FY sales of $19.2m (+10% y-o-y and -50% q-o-q), negative EBITDA of $1m (vs. +$4.5m in 2Q14FY and -$0.9m in 3Q13FY), and a net loss of $27m (vs. losses ...
Coal Energy [Under Review] — 3Q/9M14FY Results Preview May 23, 2014 -
Last week was mainly positive for risk assets, though their performance was still dampened by uncertainty over the unrest in eastern Ukraine. Economic releases were mixed in the U.S. and disappointing in the EU. The U.S. reported significantly weaker t ...
Ukrainian and Belarusian Bonds Weekly May 19, 2014
