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About Midlincoln

MidLincoln, a leading provider of investment research and services for “Buy” side focusing on emerging markets. It was launched in 2013 by analyst Ovanes Oganisian, as a boutique investment research service focusing on Emerging markets heavyweights: BRICS, Turkey and South Korea. Early in 2014 MidLincoln launched its equities service. In summer of 2014 the funds research and fund flows service has been launched as well as coverage of fixed income was initiated. In the end of 2014 MidLincoln launched its flagship ML Emerging Markets strategy. While in the beginning of this year MidLincoln launched its big data engine for factor investing and indexing services, providing strategic benchmarks available to track by the buy side institutions. MidLincoln Research is yet unregulated. It legal structure is not yet fully complete. In Russia MidLincoln operates via OOO MidLincoln.

GLOBAL INVESTMENT RESEARCH

BRICS, Turkey & South Korea

Recent Research Reports

  • Energy/Metals/Softs MidLincoln Commodities Weekly

    2016-04-29 Free Access: Chart: Oil price is stronger Oil price whats the reason for optimism? Source: telegraph.co.uk OIL Brent Oil hits 2016 high after US crude draw report, gasoline rally Oil falls as investors cash in on last three weeks of gains Oil price bu ...

  • ML Morning Meeting

    2016-04-29 Free Access: Russia, Brazil Rate Cuts Closer? (Brazil left rates unchanged yesterday) Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment Best since the start of the we ...

  • MidLincoln GEMs Fixed Income Queries and Stance Weekly

    2016-04-28 Only preview. This report is embargoed until2016-05-28 and requires privileged access rights to read it at the current time. Chart: Brazil domestic bonds Volatility in Brazil domestic bonds is quite exciting. Brazil domestic bond rates are huge. A comparison to Russia suggests that Russian CBR is by far not as aggressively hawkish and is in a mild QE mode. Source: FT ...

  • ML Morning Meeting

    2016-04-28 Free Access: Chart: US Economic Expectations are Softening Market Comment Political & Economic News Today's Economic Events Today's Stock Results Recent ML Reports Key Comment Best since the start of the week among various stock market ...

  • ML Morning Meeting

    2016-04-27 Free Access: All the financial scandals are quite positive for the performance of the RTS Index back in 1999 and in 2016 Comment Best since the start of the week among various stock markets was Karachi Stock Exchange KSE100 +1.53%, S&P BSE SENSEX Index +1.0 ...

  • ML Global LSE GDR Index

    2016-04-27 Free Access:

    Best last week among stocks was Kazkommertsbank JSC (KKB:LI) +46.74%, Telecom Egypt Co (TEEG:LI) +11.66%, Magyar Telekom Telecommunications PLC (MAVD:LI) +10.66%,

    While worst last week among stocks was Commercial Bank QSC/The (CBQS ...

  • MidLincoln Research Real Estate Weekly

    2016-04-27 Free Access: Chart: Asset Structure Some perspective on how real estate dwarfs the rest of the asset universe Source: marketwatch Table of Contents: Real Estate Yields and News Real Estate Funds Fundflow Logistic Real Estate Yields Some facts abo ...

  • Global Metals and Materials Basket

    2016-04-27 Free Access:

    Best last week among stocks was Kumba Iron Ore Ltd (KIO:SJ) +23.15%, Assore Ltd (ASR:SJ) +21.09%, Usinas Siderurgicas de Minas Gerais SA (USIM5:BZ) +18.78%,

    While worst last week among stocks was Harmony Gold Mining Co Ltd (HAR:SJ) ...

  • ML Morning Meeting

    2016-04-26 Free Access: Economic recovery among MENAP oil importers, meanwhile, remains fragile and uneven. Growth is projected to slow to 3.5 percent in 2016 because of adverse spillovers from slowing growth in oil-exporting neighbors and intensifying regional conflicts. I ...

  • Emerging Markets Technology

    2016-04-26 Free Access:

    Best last week among stocks was TPK Holding Co Ltd (3673:TT) +17.02%, Infosys Ltd (INFO:IN) +6.72%, Reunert Ltd (RLO:SJ) +6.50%,

    While worst last week among stocks was Radiant Opto-Electronics Corp (6176:TT) -11.17%, Novatek Microe ...

  • ML Weekly

    2016-04-25 Free Access: Key Comment Best last week among stock markets was Nikkei 225 +7.01%, Russian Depositary Index USD +3.95%, Deutsche Boerse AG German Stoc +3.20%, MICEX Index +3.12%, While worst last week among stock markets was Shanghai Stock Exchange ...

  • Financial Infrastructure Cos Index

    2016-04-25 Free Access:

    Best last week among stocks was Dubai Financial Market PJSC (DFM:UH) +7.69%, ASX Ltd (ASX:AU) +7.56%, TMX Group Ltd (X:CN) +6.65%,

    While worst last week among stocks was CETIP SA - Mercados Organizados (CTIP3:BZ) -5.14%, Hellenic E ...

  • Russian Dividend Index

    2016-04-25 Free Access:

    Best last week among stocks was Novolipetsk Steel (NLMK:RM) +5.87%, Severstal PAO (CHMF:RM) +3.82%, Rostelecom PJSC (RTKMP:RM) +3.65%,

    While worst last week among stocks was Mostotrest PJSC (MSTT:RM) -10.34%, MMC Norilsk Nickel PJS ...

  • Global Dividends Index

    2016-04-25 Free Access:

    Best last week among stocks was Windstream Holdings Inc (WIN:US) +6.76%, Standard Chartered PLC (STAN:LN) +3.95%, BHP Billiton Ltd (BHP:AU) +3.88%,

    While worst last week among stocks was Noble Corp plc (NE:US) -7.37%, Banco Santand ...

  • Global Dividends Index

    2016-04-25 Free Access:

    Best last week among stocks was Windstream Holdings Inc (WIN:US) +6.76%, Standard Chartered PLC (STAN:LN) +3.95%, BHP Billiton Ltd (BHP:AU) +3.88%,

    While worst last week among stocks was Noble Corp plc (NE:US) -7.37%, Banco Santand ...

  • Russia Index

    2016-04-24 Free Access: AddParsefromTo ...

  • Brazil Index

    2016-04-24 Free Access: ...

  • India Index

    2016-04-24 Free Access: ...

  • India Index

    2016-04-24 Free Access: ...

  • China Index

    2016-04-24 Free Access: ...

Press Mentions/Events

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Midlincoln Comics

Chart Art

  • PAO Evroplan Massively Undervalued vs. International Mortgage Peers

  • EBITDA and EBITDA Margin justify higher valuations

  • Supportive Market Vectors