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Daily monitor



Agriculture
May 23, 2008
Sokrat: Shostka Milk AGM results: NEUTRAL

Shareholders of Shostka Milk [SHMK UZ, U/R], one of the top Ukrainian dairy producers approved annual financial results for 2007 at their AGM May 21.

Electricity
May 22, 2008
Sokrat: Wholesale electricity price up 18.2% YtD: POSITIVE

Wholesale electricity price for June 2008, set by the National Electricity Regulatory Commission (NERC), increased 6% compared to May, reaching USD 64 per MWh. For January-May 2008, the increase of the wholesale electricity price amounted to 18.2%.

Economy and politics
May 22, 2008
Sokrat: NBU raises official UAH FX rate 4%

The official USD/UAH exchange rate has appreciated 4.1% to 4.85 UAH.

Metals and Mining
May 22, 2008
Sokrat: Azovstal to increase SF by 0.23%: NEUTRAL

Azovstal [AZST UZ, BUY] is convening a general meeting on July 04, the main agenda topic being an approval of a share offering plan.

Oil and gas
May 22, 2008
Sokrat: UNAF to sell 216 thsd t of oil; price to jump 5-10%?

Ukrnafta [UNAF UZ, BUY] plans to sell 216.4 thsd metric tons of oil and 8.8 thsd metric tons of gas condensate at Ukrainian Energy resources Auction 117 on May 22.

Metals and Mining
May 21, 2008
Sokrat: Dniprospetsstal: it was their baby, their choice

On May 20, EastOne, the main holding company of Viktor Pinchuk, disclosed that it had sold its stake in Dniprospetsstal [DNSS UZ, U/R].

Metals and Mining
May 21, 2008
Sokrat: Zaporizhstal opens at USD 1.03, up 73%: POSITIVE

On May 20, Zaporizhstal [ZPST UZ, BUY] re-opened on PFTS after almost 2 years of being delisted.

Machinery
May 21, 2008
Sokrat: KVBZ increases production 6.9% MoM in April: POSITIVE

Kryukivka Carriage Works [KVBZ, U/R] increased its production in April 6.9% MoM from 608 to 652 carriages, four of which were passenger cars.

Metals and Mining
May 21, 2008
Sokrat: NITR reduces output 1.8% YoY: neutral

In 4M2008, Interpipe Nyzhnodniprovsky Pipe Rolling Works [NITR UZ, SELL], reduced its pipe output 1.8% YoY to 204.2 thsd metric tons. In April 2008, the mill produced 50.4 thsd metric tons of pipes (6.7% fall MoM).

Agriculture
May 21, 2008
Sokrat: Veres plans IPO: POSITIVE

Veres Group, one of the top Ukrainian producers of preserved food, is considering an IPO.

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Stock indices

Δ, day Δ, %
PFTS (17:30) Up 266,52 0,09 0,03%
UX (13:59) Down 1 051,86 -1,05 -0,10%

NBU Exchange Rates

Δ, day Δ, %
USD Up 2 603,66 0,55 0,02%
EUR Up 2 912,72 4,26 0,15%
RUB Up 4,41 0,05 1,13%
+38 (044)207-01-00

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Kiev 04070, Ukraine
E-mail: contact@sokrat.com.ua



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