Kazatomprom NAC (KAP LI): Strong Fundamentals and Improving Demand Supply Dynamics.

Emerging and frontier market equity analyst, AlphaBox Advisors

Mohit Surana

Emerging and frontier market equity analyst

Value-Investing Philosophy and Bottom-up Approach

AlphaBox Advisors

At AlphaBox, our recommendations are sector and country agnostic and diversified by market cap. We follow value-investing philosophy and pursue a bottom-up approach to recommending stocks that has a good risk-reward profile and potential to generate market-beating returns, which in some cases would be complemented with an attractive dividend yield. Our recommendations fall into the following two broad categories: (i) Long-term Compounders – Global Markets (ii) EM and FM Alpha

Equity Bottom-Up

<ul>
<li>The Kazakh government silently allowed Russia to buy 49% stake in JV Budenovskoye sometime in 2021-H2.</li>
<li>Kazatomprom owned 51% in the JV, but the deal was not properly disclosed in Kazatomprom reports.</li>
<li>Many company officials resigned since the deal fearing breach of legal duty on disclosure.</li>
</ul>


The Kazakh government silently allowed Russia to buy 49% stake in JV Budenovskoye sometime in 2021-H2.
Kazatomprom owned 51% in the JV, but the deal was not properly disclosed in Kazatomprom reports.
Many company officials resigned since the deal fearing breach of legal duty on disclosure.


Kazatomprom (KAP LI): Revelation Of A Silent Uranium Deal

NAC Kazatomprom JSC

Kazatomprom (KAP LI): Revelation Of A Silent Uranium Deal