Page 62 - IFR Opportunities in Russian capital markets

CHAPTER03
ifrintelligence reports/Opportunities in: Russian Capital Markets
Table 3.18: Russian share price performance and P/E ratio, Jan 2007 (US$, %)
Price* US$ (p/s)
RTS 1,863.30 Amtel-Vredestein 4.70
Last week (%)
2.8 –3.1 4.4 4.3 9.4 2.1 6.7 0.0 –3.4 –1.3 5.2 8.8 7.0 1.2 1.7 6.5 0.9 0.9 –1.1 3.3 13.3 1.0 7.9 –1.5 –0.6 0.0 1.8 2.8 7.2 2.0 5.0 7.8 1.7 –1.9 10.4 26.0 0.0 2.1 4.0 2.1 10.2 2.2 0.0 6.0 2.7 0.0 3.4 1.6 2.6 –0.4 14.5 8.3 –0.9 –0.8 0.6 0.8 0.9 0.4 9.4 7.5
Month (%)
0.6 2.2 6.3 8.8
59.1 3.7 10.3 –3.1 –6.7 –2.6 19.3 0.3 –2.3 2.4 –10.8 9.3 –5.1 –7.3 5.5 13.0 9.7 2.0 6.4 –5.2 –1.6 –6.3 –7.1 4.6 8.8 2.5 5.0 11.1 7.7 –9.9 5.2 21.7 –0.9 24.3 2.4 11.1 2.5 9.2 –1.7 11.7 0.9 –2.4 3.0 3.3 12.9 0.8 15.0 3.7 1.3 0.0 1.8 –15.1 –5.4 –6.9 7.7 6.3
Year to date (%)
–3.1 2.2 2.1 8.8 62.8 0.8 10.3 –3.1 –9.7 –1.3 16.4 –2.1 –2.3 3.6 –9.7 5.5 –5.9 –5.9 0.9 11.2 6.2 –2.4 7.1 –11.1 –0.6 –6.3 –9.4 1.1 5.5 2.5 4.5 6.7 3.3 –11.0 3.8 26.0 –3.7 16.7 4.0 11.2 0.8 1.9 –4.9 10.0 1.3 –2.4 –0.7 0.0 1.4 –2.6 14.0 –1.3 –2.2 –0.4 –3.9 –19.0 –5.4 –11.4 0.0 2.6
12 months (%) P/E**
39.3 0.1 –53.0 9.4 83.1 52.9 54.2 8.3 194.7 32.6 20.5 15.9 131.9 – 10.7 ≠– –31.7 – 19.4 26.1 172.3 26.5 – – – – – – – – 41.1 9.6 34.9 10.6 – – –2.7 11.2 75.4 18.1 –32.0 22.9 17.4 10.6 69.4 – 11.7 13.5 56.5 – 4.2 13.2 2.3 7.6 – 28.6 –2.3 11.1 22.0 15.2 28.0 – 43.1 13.2 85.4 10.1 101.8 24.5 47.6 11.4 125.0 – 15.1 11.2 – – 115.0 – – – – 33.1 72.7 – 37.5 28.1 – – 61.4 23.9 – 16.3 223.4 30.1 74.2 – 128.6 22.9 2.4 22.9 14.3 – 33.7 12.1 25.2 19.8
–
15.3 30.9
–10.1 11.1 5.0 7.8 –28.1 6.2 – – 0.0 –
Pharmacy chain 36.6 AvtoVAZ
Bank of Moscow Baltika Bashkirenergo Bashneft
59.50 74.00 70.00 44.60
1.60 15.5 2.80 0.74 3.84
16.65 13.38 8.70 21.68 27.10 10.82 43.30 4.60 52.10 3.40 1.01 0.83 45.80 3.13 75.00 79.70 36.10 26.87 25.00 0.21 53.53 162.25 56.50 NLMK 2.44 Novosibirkenergo 63.00 NTMK 2.10 OGK-3 0.14 OGK-5 0.13
Celtic resources Center Telecom Chelyabinsk pipes Chelyabinsk zinc Cherkizovo group Comstar-UTS
CTC Media
Evraz Gazprom-local Gazprom ADS Gazpromneft Golden Telecom Highland gold
Irkut
Irkutskenergo Kalina Krasnoyarskaya GES Lebedyansky LUKOIL
Magnit Mechel MGTS Mosenergo MTS
Norilsk nickel Novatek ADR
Open investments
Polyus gold
Power machines
Promstroibank 1.76 Razgulyai group 4.40 RBC 11.30 Rosneft 8.93 Rostelecom 7.60 Sayano-Shushenskaya GES 1.24 Sberbank 3,500.00
240.00 49.70 0.19
Seventh Continent Severstal
Siberia Telecom Sistema
Sistema Hals South Telecom Surgutneftegaz Tatneft
TNK-BP Holding TMK
Transneft pref
26.00 12.77 0.11 31.30 13.20 0.17 1.24 4.37 2.30 35.00 2,355.00
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