 |
德米特里·布尔加科夫，
托马斯Krukowski
＆ 团队 |
| 德意志银行 |
第一位出场：4
总出场：4
阵容亮相：2011 |
德意志银行保持不败，在这个名册，声称第一名的优异成绩连续第四年。基于莫斯科德米特里·布尔加科夫和托马斯Krukowski，工作了华沙，指导五人小队，他们的其他成员，总部设在迪拜，伊斯坦布尔和伦敦。“他们的研究是短暂的，简洁，易于阅读和理解，”观察一个勤王。Apart from the geopolitics currently surrounding Russia, the main issue for that nation’s power companies is corporate governance, specifically increasing pressure on state-owned companies to boost their dividends, according to Bulgakov, 35. If governance improves, “it can make several state-owned names more investable from the standpoint of institutional investors,” he says. “However, the outcome of this development is unclear, as management frequently is interested in minimizing dividend streams and maximizing capital expenditures.” He singles out thermal power plant operator E.ON Russia, a long-standing team favorite, as the best player in that market, thanks to its solid cash flows, double-digit dividend yield and projected earnings expansion in 2015. The shares advanced 7.4 percent over the 12 months through May, to 2.76 rubles, while the sector was up 6.5 percent. Deutsche’s crew forecasts that they will rise to 3.49 rubles. Thirty-eight-year-old Krukowski — who also co-captains, with Athmane Benzerroug, the在建设工程第二位的球队- 指出，公司治理是中欧事业也是一个问题，“鉴于高额的政府干预，有时少数股东的损害”此外，紧缩的供需平衡和新的市场规则在倒车该界别分组的不利趋势，他说。Tauron波兰能源公司是研究人员喜欢的名字在那里。市场低估了波兰能源供应商的盈利弹性和监管变化带来的积极影响，他们抗衡。在5.90兹罗提，他们对Tauron价格目标上攻意味着10.5％的股票的月下旬值。“他们的观点是客观的，明确的，”总结的另一个支持者。 |
