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

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.
Index Best Ideas and Worst Ideas
2018-07-27 YTD Index best ideas are in Middle East, Tech, Small-caps, Growth Mid-cap ... Only preview. This report requires privileged access rights to read it at the current time.
Emerging Markets Outflow 5.6$bn for the month
2018-07-25 Emerging markets outflows could cause market disturbance and negatively affect all asset classes ... Only preview. This report requires privileged access rights to read it at the current time.
Deriving winners for WC Favourits by reverse calculation from market average performance of GS averages
2018-07-19 France win suggested by being spot on 3mtd performanceRussia and Japan have not placed by had achieved unexpected ... Only preview. This report requires privileged access rights to read it at the current time.
Average UST Yields are close to 3%
2018-06-28 New normal is in the past. Rates are closer to 3% And there is no stop for rising rates insight ... Only preview. This report requires privileged access rights to read it at the current time.
MSCI China Rebalancing vs. Trade War
2018-06-21 Trade war vs. rebalancing inflows… Rebalancing wins? ... Only preview. This report requires privileged access rights to read it at the current time.
Large Cap Funds Lead In Recent Outflows
2018-06-20 ... Only preview. This report requires privileged access rights to read it at the current time.
Combined PPP GDP 2018(current int. dollar bn)
2018-06-19 Emerging Markets on TOp ... Only preview. This report requires privileged access rights to read it at the current time.

MidLincoln Research Strategy Coverage: Company Results Today

Iluka Resources Ltd AUSTRALIA MaterialsYTDch14,31	Insurance Australia Group Ltd AUSTRALIA FinancialsYTDch6,51	Woodside Petroleum Ltd AUSTRALIA EnergyYTDch-4,59	Admiral Group PLC BRITAIN FinancialsYTDch0,65	ANTA Sports Products Ltd CHINA Consumer DiscretionaryYTDch30,18	William Demant Holding A/S DENMARK Health CareYTDch33,82	China Everbright International Ltd HONG KONG IndustrialsYTDch-4,22	NZX Ltd NEW ZEALAND FinancialsYTDch5,23
IDGC of the North-West PJSC RUSSIA UtilitiesYTDch-19,05

Econ Events Today

Press Mentions/Events

26

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 [+]

28

2

Midlincoln Hosts Junior Gold Mining Conference Europe and Asia

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

30

8

Structure of Russia Freefloat

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

30

12

Russia records record outflows in 2017

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

8

11

Highlights of Moscow Real Estate Conference

Ovanes Oganisian speaks at Comercial Real Estate Conference in Moscow [+]