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Vladimir Tikhomirov, URALSIB

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Latest Analyst Comments by Vladimir Tikhomirov, URALSIB
 

McDonald's Celebrates 20 Years With 45 New Outlets (The Moscow Times) - Jan 31, 2010

McDonald's, which opened its doors on Pushkin Square on Jan 31, 1990, about two years before the Soviet collapse, became a living symbol of the country's transition to a market economy and is widely viewed as the company that blazed the trail for foreign investment to flow into Russia McDonald's penetration into the Soviet market sent a clear sign to investors that the situation in Russia was not too bad, said Vladimir Tikhomirov, chief economist at UralSib 
Recent Research on McDonald's Corporation (MCD)
McDonald's Corporation Analyst Meeting (Thomson Street Events)- Nov 12, 2009
Q3 2009 McDonald's Corporation Earnings Conference Call (Thomson Street Events)- Oct 22, 2009
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Share:  <span class="company">McDonald</span>'s penetration into the Soviet market sent a clear sign to investors that the situation in Russia was not too bad, said <span class="analyst">Vladimir Tikhomirov</span>, chief economist at UralSib Tweet this 

Sberbank trims deposit rates (Russiatoday) - Jan 18, 2010

The deposit inflows are leading to a reversal of the cash strapped liquidity environment of early and mid 2009 according to Uralsib Chief Economist, Vladimir Tikhomirov "Actually, the move says that Sberbank has excessive liquidity, and the CB's statistics confirms this" Tikhomirov sees the Sberbank's move as reflecting both the sharp drop in inflation, and the Governments desire to boost the economy "Generally speaking, I see 2 groups of reasons here First, it's a lowering inflation, which, however, could give us a negative surprise next month The second one is political pressure from Russia's Government that seeks to rebound credit activity in the country" 
Share:  The deposit inflows are leading to a reversal of the cash strapped liquidity environment of early and mid 2009 according to Uralsib Chief Economist, <span class="analyst">Vladimir Tikhomirov</span> Tweet this 

The deposit inflows are leading to a reversal of the cash strapped liquidity environment of early and mid 2009 according to Uralsib Chief Economist, Vladimir Tikhomirov "Actually, the move says that Sberbank has excessive liquidity, and the CB's statistics confirms this" Tikhomirov sees the Sberbank's move as reflecting both the sharp drop in inflation, and the Governments desire to boost the economy "Generally speaking, I see 2 groups of reasons here First, it's a lowering inflation, which, however, could give us a negative surprise next month The second one is political pressure from Russia's Government that seeks to rebound credit activity in the country" 
Recent Research on Sberbank RF (SBER)
Moody's reviews Belpromstroibank's B1 rating for upgrade (Belarus) (Moody's Global Credit Research)- Dec 14, 2009
Sberbank (Moody's Global Credit Research)- Sep 24, 2009
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Share:  The deposit inflows are leading to a reversal of the cash strapped liquidity environment of early and mid 2009 according to Uralsib Chief Economist, <span class="analyst">Vladimir Tikhomirov</span> Tweet this 

Sberbank Cuts Deposit Rates to Precrisis Levels (The Moscow Times) - Jan 17, 2010

The decision has less to do with inflation than maintaining the bank's position as a lender, which is crucial now, he said If Sberbank is attracting money for less, it will also be able to offer cheaper loans Lowering the cost of borrowing leads, with a certain lag, to cheaper lending, said Vladimir Tikhomirov, chief economist at UralSib 
Share:  Lowering the cost of borrowing leads, with a certain lag, to cheaper lending, said <span class="analyst">Vladimir Tikhomirov</span>, chief economist at UralSib Tweet this 

The decision has less to do with inflation than maintaining the bank's position as a lender, which is crucial now, he said If Sberbank is attracting money for less, it will also be able to offer cheaper loans Lowering the cost of borrowing leads, with a certain lag, to cheaper lending, said Vladimir Tikhomirov, chief economist at UralSib 
Share:  Lowering the cost of borrowing leads, with a certain lag, to cheaper lending, said <span class="analyst">Vladimir Tikhomirov</span>, chief economist at UralSib Tweet this 

Top 10 at 10: Exodus revealed; Russian debt fears; Dubai chicken games; US default predicted; Dilbert (The Rates Blog) - Dec 01, 2009

The Dubai World debt restructuring is already lifting borrowing costs for Russian companies that must repay a total of $20 billion in December, according to Vladimir Tikhomirov, chief economist of UralSib bank in Moscow. 4. Dubai vs Abu Dhabi – It seems Abu Dhabi is playing a big game of chicken with Dubai, while Dubai is itself playing a game of chicken with Dubai World, the New York Times reported. 
Share:  The <span class="company">Dubai World</span> debt restructuring is already lifting borrowing costs for Russian companies that must repay a total of $20 billion in December, according to <span class="analyst">Vladimir Tikhomirov</span>, chief economist of UralSib bank in Moscow. Tweet this 

The Dubai World debt restructuring is already lifting borrowing costs for Russian companies that must repay a total of $20 billion in December, according to Vladimir Tikhomirov, chief economist of UralSib bank in Moscow.  
Share:  The Dubai World debt restructuring is already lifting borrowing costs for <span class="company">Russian</span> companies that must repay a total of $20 billion in December, according to <span class="analyst">Vladimir Tikhomirov</span>, chief economist of UralSib bank in Moscow. Tweet this 

Russia's rally looks ripe for reversal (MoneyWeek - RSS - Investing articles) - May 28, 2009

The banking sector is now facing a jump in non performing loans, which some analysts reckon could rise to 15% 20% of the total. Another vital issue for the equity market is that Russia is "a levered play on the world", as Ken Fisher of Fisher Investments puts it. Optimism over the global economy has mounted and the excitement over supposed early signs of recovery has driven up oil prices. But the oil rally is "based on hope", says Vladimir Tikhomirov of Uralsib in The Moscow Times. There is "far too much supply" and demand remains weak.  
Share:  But the oil rally is "based on hope", says <span class="analyst">Vladimir Tikhomirov</span> of Uralsib in The Moscow Times. There is "far too much supply" and demand remains weak. Tweet this 

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Vladimir Tikhomirov

URALSIB

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Vladimir Tikhomirov

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