Midlincoln

About Midlincoln

MidLincoln, a leading provider of investment research and services for "Buy" side focusing on all key assets classes. MidLincoln Research or ML for short was launched in 2013 as an investment research service focusing on Developed, Emerging and Frontier markets and on key asset classes. ML flagship publication is ML Strategy, which is part of ML Premium package. Premium service is competitively priced and also includes publications covering Fixed Income, Equities, Commodities, Bonds, Politics and Economics as well as Indexes and Funds. ML runs proprietary z-Ranking quant model. It also offers clients tracking ML Indexes and provides custom index solutions and research. It offers custom funds research and industry/sector consulting. ML has unique solutions for clients seeking IPOs or DCM deals. ML heavily relies on artificial intelligence and big data in publications. MidLincoln Research is yet unregulated. In Russia MidLincoln operates via OOO MidLincoln INN 7733891248 KPP 503201001 Address - Moscow Region 143032 Odintsovo District, Vlg Goryshkino, GP-1, H-43->Read More

GLOBAL INVESTMENT RESEARCH

Developed Markets, Emerging Markets, Frontier

Recent Research Reports

BRICS are in focus
2018-09-25 BRICS running largest deficit on average ... Only preview. This report requires privileged access rights to read it at the current time.
Saudi Arabia will receive 2,6% weight in MSCI GEM Index…Effective mid 2019
2018-09-24 While after ARAMCO IPO the weighting is like to surpass Russia’s 3.4% weight ... Only preview. This report requires privileged access rights to read it at the current time.
In Equities YTD - IT, Health Care and Consumer Discretionary Maintain the Lead
2018-09-24 Consumer Discretionary sector has been especially interesting this year ... Only preview. This report requires privileged access rights to read it at the current time.
Large Cap Funds Turn to Inflows
2018-09-21 Some support for the markets ahead ... Only preview. This report requires privileged access rights to read it at the current time.
Yuan/USD Weakening – SlowerDollar has stopped advancing DXY – growth slower
2018-09-20 Some support for commodities from currency moves ... Only preview. This report requires privileged access rights to read it at the current time.
Country Average Sovereign+Corporate USD Yields Ordered by Weekly Change
2018-09-19 Lebnon, Zambia, Sri Lanca, Russia Under pressure ... Only preview. This report requires privileged access rights to read it at the current time.
New Format
2018-08-15 The Internet is becoming the town square for the global village of tomorrow. (Bill Gates) ... Only preview. This report requires privileged access rights to read it at the current time.
Yuan Weakness – the key to commodities weakness
2018-08-03 China producers – who are key commodities importers can afford less commodities with weaker Chinese currency. ... Only preview. This report requires privileged access rights to read it at the current time.
US real GDP increased at an annualized rate of 4.1 percent in the second quarter of 2018
2018-08-02 Relief for US debt, where doubts were cast over servicing burden ... Only preview. This report requires privileged access rights to read it at the current time.
BRICS are in focus
2018-07-28 BRICS running largest deficit on average ... Only preview. This report requires privileged access rights to read it at the current time.

MidLincoln Research Strategy Coverage: Company Results Today

Kingfisher PLC
BRITAIN
Consumer DiscretionaryYTDch-5,90

Remgro Ltd
SOUTH AFRICA
FinancialsYTDch-3,28

Econ Events Today

Press Mentions/Events

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8

International Investors Gave Up Control

Over the three years of the sanctions, the share of foreign investors in free-float has decreased to 57% ($ 108.3 billion), MidLincoln analyst Ovanes Oganisian estimated in June 2017. ... As a result of the increased flight of international investors, their share in the free-float of Russian companies in the first half of 2018 fell below the control. According to Mr. Oganisian, at the end of the reporting period free-floating shares were worth $ 215 billion, of which only 45% belonged to foreign investors. [+]

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5

Outflows from Russian market gather speed Oganisian sais.

Fund outflow total 238mln$ from Russian funds in the week of May 18-May 25 [+]

10

4

Implications of Sanctions on Russian Stocks

Rusal, Surgut and Poluyus likely affected Oganisian says [+]

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2

Midlincoln Hosts Junior Gold Mining Conference Europe and Asia

Precious metals sector leaders hosted in Moscow to discuss lucrative sector opportunities [+]

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8

Structure of Russia Freefloat

Oil and gas - 49%, Financials 24% .. according to Midlincoln [+]

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12

Russia records record outflows in 2017

According to MidLincoln foreign investors still hold over 50% of free float in Russia [+]