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Coal in Ukraine - Case of Chervonoarmiyska-Zakhidna

Автор: Конкорд Консалтинг - 24.10.2007 - 20 стр.
ID (номер): 2617
Версия для печати


Дата выхода:24.10.2007
Количество страниц:20
Язык отчета:Английский
Способ предоставления:В электронном виде
Цена:1 000 грн.
Оплата:безналичные
Доставка:бесплатно, e-mail



TABLE OF CONTENTS

Domestic coal mines are feeding on higher prices
The only game in town
We raise our production forecasts
IPO as a catalyst
Global coal equities rush
Market outlook: Sizzling hot
Domestic demand
Local supplies
Russian imports
Among the few local high grade coking coal suppliers
Beyond the reported numbers
Donetskstal's estimated financial need
Donetskstal Group
New government to root out tax avoiders
Valuation summary
Valuation
Analyst Certification
Chervonoarmiyska-Zakhidna
Recommendation history, USD

CHARTS

World Bloomberg Coal Stock Index
Raspadska Mine, USD
Historical market multiples of coal stocks
Price of coking coal concentrate in Ukraine, USD/mt
Domestic coking coal supply vs. deficit, mln mt
Coking coal balance, ths mt
Coking coal grades in coke production
Ukrainian producers of K grade coal
Coking coal imports from Russia in 8M07
Management vs. old Concorde forecast, ths mt
Annual production forecast revision, mln mt
Chervonoarmiyska-Zakhidna financials
True vs. reported sales, USD mln
Profitability margins, %
Preparation for big corporate action underway?
Raspadska Mine as benchmark
Est. true financials
Reported financials
Production & Reserves
GEM peers as benchmark
Est. true financials
Reported financials
Developed peers as benchmark
Est. true financials
Reported financials

 





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