Analytics
April 19 – 25, 2017
  • The NBU has cut its policy rate by 100 bps to 13%
  • Industrial production fell by 2.9% YoY and 1.6% MoM in March in seasonally adjusted terms
  • Kernel 3Q17 operating update: bulk oil sales volumes fell by 8% YoY, while oilseed crush grew by 22%
  • MHP has announced a tender offer on its 2020 Eurobonds conditional on the issuance of new notes
  • MHP 1Q17 average realized poultry price grew by 9% YoY, while production fell by 1%
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April 5 – 11, 2017
  • International reserves of the NBU fell by $0.4bln MoM to $15.1bln at the end of March
  • Consumer inflation landed at 1.8% MoM and 15.1% YoY in March
  • Fitch upgraded Metinvest’s long term IDR to ‘B’
  • Ferrexpo’s 1Q17 pellet output decreased by 8.7% QoQ to 2.6kt
  • DTEK’s Prydniprovska TPP, responsible for 6% of electricity output in 1H16, stopped operations
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March 29 – April 4, 2017
  • Дефіцит поточного рахунку в лютому збільшився до 399 млн $, в той час як приплив за фінансовим рахунком становив 368 млн $
  • Україна отримала 1.0 млрд $ від МВФ, але програла першу стадію судового розгляду з Росією на 3.0 млрд $
  • EBITDA Метінвесту в січні виросла на 17% м / м до 155 млн $
  • Компанія Авангард опублікувала результати за 4кв16: EBITDA впала на 42% г / г до 10 млн $
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March 22 – 28, 2017
  • Real GDP growth in 4Q16 reached 4.8% YoY
  • Manufacturing and agricultural output in February fell by 4.6% and 1.0% YoY, respectively, while domestic trade increased by 1.8%
  • Ferrexpo reported 2H16 results: EBITDA grew by 35% HoH to $215mln
  • Metinvest has completed its Eurobond restructuring
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Березень 15 – 21, 2017
  • The IMF has delayed its disbursement to Ukraine, while the EU has approved its next EURO0,6bln loan
  • Ukraine has officially ceased trade with rebel territory; DTEK and Metinvest report loss of assets
  • MHP has reported FY16 results and approved a dividend payot
  • DTEK 4Q16 operating update: coal mining and electricity generation increased by 23% and 13% YoY
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