Украинская железная руда: Ferrexpo
Готовое маркетинговое исследование
Украинская железная руда: Ferrexpo
- Дата выхода отчёта: 23 января 2009 г.
- География исследования: Украина
- Период исследования: 2009 (актуализация по запросу)
- Язык отчёта: Русский
- Способ предоставления: электронный
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Содержание
Ferrexpo's 2008 output was down 0.6% yoy, much shallower than its CIS peers' cuts. The company’s focus on Europe and China will keep its capacity 60-70% loaded in 2009, even with a planned 10-20% production decline. Ferrexpo’s cash balance and operating cash flow make its debt repayment obligations this year look feasible.
Outlook for 2009: Production cut on the back of shrinking demand
Investments on hold, waiting for better times
Debt repayment schedule in 2009 looks feasible
Iron ore market: Power returns to consumers?
Coming events: RPGI-NWR deal, Meeting with analysts
Comparison valuation
Appendix A: Ferrexpo’s markets and client overview
Appendix B: Financial Statements, IFRS
Appendix C: Ferrexpo’s production cost breakdown in 1H08
Disclosures
Analyst certification
Investment Ratings
Outlook for 2009: Production cut on the back of shrinking demand
Investments on hold, waiting for better times
Debt repayment schedule in 2009 looks feasible
Iron ore market: Power returns to consumers?
Coming events: RPGI-NWR deal, Meeting with analysts
Comparison valuation
Appendix A: Ferrexpo’s markets and client overview
Appendix B: Financial Statements, IFRS
Appendix C: Ferrexpo’s production cost breakdown in 1H08
Disclosures
Analyst certification
Investment Ratings
