Dragon Capital News and Comments
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Mar 07, 2018
Dragon Capital Acquires Lviv Shopping Center Victoria Gardens
Dragon Capital Investments Limited, a member of the Dragon Capital group of companies, has completed the acquisition of shopping center Victoria Gardens, in the city of Lviv, from two Turkish private investors.
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Mar 03, 2018
Keynote Speech — Volodymyr Groysman. 14th Annual Ukraine Investor Conference
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Mar 03, 2018
Keynote Speech — Oleksandr Danyliuk. 14th Annual Ukraine Investor Conference
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Mar 03, 2018
Keynote Speech — Hugues Mingarelli. 14th Annual Ukraine Investor Conference
Research
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Weekly roundup (Apr. 17-23): PM urges swift passage of ACC bill, Rada speaker clarifies contentious clauses; IMF sees Ukraine’s real GDP speeding up to 3.2-3.3%, with nominal GDP at $119bn in 2018 and $127bn in 2019; Ukraine mulls $2bn Eurobond this year, ...
Ukrainian Bond Weekly Apr 23, 2018 -
The local UX index continued to climb higher last week, rising by 0.9% w-o-w (both in USD and UAH terms) and extending its YTD gains to 44% (USD) and 33% (UAH). Local names’ advance last week partly helped the broader KP-Dragon index (domestically listed ...
Ukraine Strategy Weekly: Busy Reporting and AGM Season Generates Trade Ideas Apr 23, 2018 -
We forecast Ukraine’s real GDP growth at 3.5% in 2018 and 3.0% in 2019 and estimate nominal GDP will hit $134bn in 2019, above the payout threshold on warrants of $125.4bn. Although our base-case real GDP growth forecast still suggests zero payout on warr ...
Ukraine: GDP Warrants – Solid Upside Based on Revised Valuation Apr 17, 2018 -
Weekly roundup (Apr. 11-16): NBU keeps discount rate unchanged at 17.0%, in line with expectations, maintains key forecasts; consumer inflation slows to 13.2% y-o-y in March; World Bank expects real GDP growth to speed up to 3.5-4.0%, warns of increased f ...
Ukrainian Bond Weekly Apr 16, 2018 -
Domestic stocks did well last week, with the KP-Dragon index gaining 1.6% w-o-w and the local (and narrower) UX index performing much stronger: +4.0% in UAH and +3.4% in USD terms. As our strategy update took a break last week due to a bank holiday follow ...
Ukraine Strategy Weekly: Sentiment Ideas Driven by Upcoming Results Apr 16, 2018
