Аннотация

Содержание отчёта

• 1. Euro-2012 Bound
  Heavy political dividends for Ukraine
  Ukraine-Poland: Europe's new political tag-team?
  A clear message from Europe: Your politicians play by rules
  Ukraine can count on European backing

  2. Positive news for the economy
  FDI booster
  Broad economic impact
  Estimated investments

  3. Construction
  Euro-2012 will support a construction recovery

  4. Transportation

  5. Financial services

  6. PROFILES OF COMPANIES THAT MIGHT BENEFIT FROM EURO-201

  6.1 TMM
  INVESTMENT CASE
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  KEY RATIOS - table
  Portfolio NPV by class of property - chart
  Portfolio NPV by class of property - chart

  6.2. XXI Century
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  KEY RATIOS - table
  Project portfolio structure - chart

  6.3 Kovalska Reinforced Concrete
  Concrete structures output - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  KEY RATIOS - table

  6.4 Kramatorsk Cement Pushka
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  KEY RATIOS - table
  Cement output - chart

  6.5 Kyivmetrobud
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  KEY RATIOS - table
  Sales - chart

  6.6 Kyivmiskbud
  BUSINESS OVERVIEW
  Housing Volume - chart
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table

  6.7 Mostobud
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Construction Volume - chart

  6.8 Dniprovahonrembud
  BUSINESS OVERVIEW
  Overhaul & Modernization - chart
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table

  6.9 Dnipropetrovsk Switch
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Railroad Switch Output - chart

  6.10 Kryukiv Wagon
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Freight Carriages Output - chart

  6.11 Luhanskteplovoz
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Output Dynamics - chart

  6.12 Bank Forum
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Growth Rates - chart

  6.13 Raiffeisen Bank Aval
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  UPCOMING EVENTS
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Growth Rates - chart

  6.14 Ukrsotsbank
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Growth Rates - chart

  6.15 Mittal Steel Kryviy Rih
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Crude Steel Output - chart

  6.16 Dniprometiz
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Wire Output - chart

  6.17 Dnipropetrovsk Pipe
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Pipes Output - chart

  6.18 Kominmet
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Pipes Output - chart

  6.19 Silur
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Wire Products Output - chart

  6.20 Ukrnafta
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  UPCOMING EVENTS
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Oil and Oil Product Sales - chart

  6.21 Galnaftogaz
  INVESTMENT CASE
  SHARE PRICE PERFORMANCE - chart
  BUSINESS OVERVIEW
  UPCOMING EVENTS
  MARKET INFORMATION - table
  STOCK OWNERSHIP - table
  MARKET MULTIPLES - table
  KEY RATIOS - table
  Number of Fuel Stations - chart

• CHARTS

  PFTS Relative performance
  Key economic data
  Net FDI in Portugal, USD mln
  Construction works, USD bln, 2006 prices
  Change, y-o-y
  Hotel space available, ths rooms
  New hotel space planned, ths rooms
  Major roads and highway development projects

  TABLES

  Watch list
  Example: 2006 Budget expenditures on transportation infrastructure
  Available Hotel Space in Host Cities, Rooms
  Ukrainian railway station modernization plan
  Highway projects
  Airport development required for Euro-2012
  TMM Income statement summary, USD mln
  TMM Balance sheet summary, USD mln
  XXI Century Income statement summary, USD mln
  XXI Century Balance sheet summary, USD mln
  Kovalska Reinforced Concrete Income statement summary, USD mln
  Kovalska Reinforced Concrete Balance sheet summary, USD mln
  Kramatorsk Cement Pushka Income statement summary, USD mln
  Kramatorsk Cement Pushka Balance sheet summary, USD mln
  Kyivmetrobud Income statement summary, USD mln
  Kyivmetrobud Balance sheet summary, USD mln
  Kyivmiskbud Income statement summary, USD mln
  Kyivmiskbud Balance sheet summary, USD mln
  Mostobud Income statement summary, USD mln
  Mostobud Balance sheet summary, USD mln
  Dniprovahonrembud Income statement summary, USD mln
  Dniprovahonrembud Balance sheet summary, USD mln
  Dnipropetrovsk Switch Income statement summary, USD mln