All Reports

March 7, 2022

Q4 results should not have changed anyones view but bigger forces are at work

By Vasily Karasyov

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March 3, 2022

FIRST LOOK

By Vasily Karasyov

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March 1, 2022

Updating estimates

By Vasily Karasyov

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February 24, 2022

Waiting for help from Political in the second half of FY22

By Vasily Karasyov

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February 23, 2022

FIRST LOOK

By Vasily Karasyov

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February 22, 2022

Still not 100% understood but on the way there

By Vasily Karasyov

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February 20, 2022

This time, its serious

By Vasily Karasyov

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February 17, 2022

FIRST LOOK

By Vasily Karasyov

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February 17, 2022

Now that the elephant left the room…

By Vasily Karasyov

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February 16, 2022

FIRST LOOK

By Vasily Karasyov

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February 11, 2022

Updating estimates following Q3 FY22 report

By Vasily Karasyov

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February 10, 2022

Maintainance

By Vasily Karasyov

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February 7, 2022

Model update

By Vasily Karasyov

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February 7, 2022

NDR on February 24 following the Q4 report

By Vasily Karasyov

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February 5, 2022

Adjusting estimates

By Vasily Karasyov

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