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2014年全俄罗斯研究团队:工业,第2号:Anton Farlenkov

    安东·法尔兰科夫
    高盛
    一场出场:0

    总出现:1

    团队首次亮相:2014年

    在他第一次出现这个名单,安东·法尔兰科夫高盛捕获了第二名。他共同领导该公司的中欧和东欧,中东和非洲研究和报告八个俄罗斯工业公司。其中,目前最喜欢的是Aeroflot,他认为被认为低估了。Farlenkov has maintained a buy rating on the Moscow-based airline operator for years, crediting in part the strength of its management, and has more recently been advising clients that the pressure on its share price from Russia’s conflict with Ukraine over Crimea represents a buying opportunity. Aeroflot’s stock was sold-off by 34.2 percent year to date through May, closing that month at 55.15 rubles and trailing the RTS Industrials Index by 5.2 percentage points. Goldman’s researcher is even more upbeat about discount Turkish passenger airline Pegasus Hava Tasimaciligi, on which he initiated coverage in February with a buy rating. Catalysts, he says, include Pegasus’ young fleet and high growth potential in a relatively underutilized market. By the end of May, the carrier’s shares had risen 8.7 percent, to 28.25 lira. “Anton has a broad-based perspective that really adds value for clients,” remarks one money manager in New York.


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