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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Ukraine’s budgetary dynamics worsened in 1Q18, raising concerns about potential corrective measures to ensure the full-year deficit does not exceed the 2.5% of GDP target agreed with the IMF. The general government cash deficit stood at an est. UAH 9.5bn ...
Ukrainian Economy: Budgetary Dynamics Weaker, But Not Critically (Yet) May 11, 2018 -
DTEK reported strong 2017 results and will shortly publish 1Q18 financials, which we expect to be solid as well. The company enjoys sufficient cash flow to keep paying debt interest in full, yet the price of its bonds has hit a ceiling and we expect no si ...
DTEK: Strong Start to 2018; Refinancing Postponed May 10, 2018 -
In the two weeks since our previous strategy report (last Monday and Tuesday were holidays in Ukraine), the broader KP-Dragon index came down by 2.2% and local UX index lost 1.1% (-0.4% in UAH terms). Last week alone, both the KP-Dragon and UX were flat w ...
Ukraine Strategy Weekly: Mixed Trade Ideas on Global Volatility May 07, 2018 -
Weekly roundup (Apr. 24-May 7): Monetary Policy Committee sees rate cuts as unlikely this year, ponders risk of no-IMF scenario; Fitch affirms Ukraine at B-, stable outlook; NBU reserves up 1.3% m-o-m to $18.4bn in April, UAH appreciation pressures modera ...
Ukrainian Bond Weekly May 07, 2018 -
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
