European companies with Russian exposure - Reuters has published a list of European companies with Russian exposure. In the FTSE 100, it lists Coca-Cola Hellenic Bottling (with 32% exposure), British American Tobacco, catering company Compass and packaging group Rexam.
Swedish telecom operator Tele2, Finnish tyre maker Nokian Renkaat and Danish brewer Carlsberg feature among the European blue-chips with the biggest exposure to Russia.
Below is the full list of European blue-chips with the biggest exposure to Russia, in terms of percentage of overall revenues, according to data from index provider MSCI.
COMPANY NAME EXPOSURE (%)
COCA-COLA HBC AG 32.34
TELE2 29.69
NOKIAN RENKAAT 26.41
IMMOFINANZ 22.49
RAIFFEISEN BANK INT’L 21.52
KBC GROUPE 19.11
FORTUM CORP 16.71
CARLSBERG 16.63
UNICREDIT 14.30
METRO 11.56
HENKEL 10.21
NESTE OIL 8.03
SAIPEM 7.68
RYANAIR HOLDINGS 7.56
UMICORE 7.49
REXAM 6.79
ADIDAS 6.75
COLOPLAST 6.57
ENEL GREEN POWER 6.53
BRITISH AMERICAN TOBACCO 6.24
SAP 6.06
HEIDELBERGCEMENT 6.01
TOTAL 6.00
SCANIA 5.91
LINDT & SPRUENGLI 5.76
LUNDIN PETROLEUM 5.75
BEIERSDORF 5.73
COMPASS GROUP 5.56
DSV DE SAMMENSLUT 5.53
3I GROUP 5.44
PARGESA HOLDING 5.33
ALSTOM 5.31
FUCHS PETROLUB 5.30
INVESTOR 5.30
SCOR 5.15
GLENCORE XSTRATA INT’L 5.11
GEBERIT 5.02
KUEHNE & NAGEL INT’L 4.97
EUTELSAT COMMUNICATIONS 4.96
TUI TRAVEL 4.93
ACCOR 4.90
VOLKSWAGEN 4.88
PORSCHE HLDG 4.88
DANONE 4.85
ALFA LAVAL 4.80
RENAULT 4.74
ATLAS COPCO 4.63
MAN 4.53
HEINEKEN 4.49
SOCIETE GENERALE 4.47
LAFARGE 4.44
ENI 4.44
PRYSMIAN 4.36
VALEO 4.35
SANOFI 4.29
NOKIA CORP 4.26
LUFTHANSA 4.25
OCI NV 4.24
GEA GROUP 4.22
IMERYS 4.17
BASF 4.15
SIEMENS 4.15
INDUSTRIVARDEN 4.13
FUGRO 4.13
BRENNTAG 4.05
AIR LIQUIDE 4.04
GEMALTO 4.03
KINGFISHER 4.03
PIRELLI & CO 4.02
FRESENIUS 4.02
NORSK HYDRO 3.99
ROYAL DUTCH SHELL 3.96
BUREAU VERITAS 3.94
JC DECAUX 3.89
DEUTSCHE POST 3.89
LAGARDERE 3.87
RECKITT BENCKISER GROUP 3.86
SUEZ ENVIRONNEMENT 3.85
KONE B 3.79
WILLIAM DEMANT HOLDING 3.77
SODEXO 3.76
INMARSAT 3.75
SANDVIK 3.71
SULZER 3.71
ACTELION 3.70
AKZO NOBEL 3.70
QIAGEN 3.68
SCHINDLER 3.68
CONTINENTAL 3.68
EDENRED 3.67
BMW 3.66
WOLTERS KLUWER 3.65
CRODA INTERNATIONAL 3.61
HUSQVARNA 3.60
ABB LTD 3.60
GROUPE BRUXELLES LAMBERT 3.59
IMI 3.57
TNT EXPRESS 3.56
BANCO SANTANDER 3.53
COCA-COLA HBC AG 32.34
TELE2 29.69
NOKIAN RENKAAT 26.41
IMMOFINANZ 22.49
RAIFFEISEN BANK INT’L 21.52
KBC GROUPE 19.11
FORTUM CORP 16.71
CARLSBERG 16.63
UNICREDIT 14.30
METRO 11.56
HENKEL 10.21
NESTE OIL 8.03
SAIPEM 7.68
RYANAIR HOLDINGS 7.56
UMICORE 7.49
REXAM 6.79
ADIDAS 6.75
COLOPLAST 6.57
ENEL GREEN POWER 6.53
BRITISH AMERICAN TOBACCO 6.24
SAP 6.06
HEIDELBERGCEMENT 6.01
TOTAL 6.00
SCANIA 5.91
LINDT & SPRUENGLI 5.76
LUNDIN PETROLEUM 5.75
BEIERSDORF 5.73
COMPASS GROUP 5.56
DSV DE SAMMENSLUT 5.53
3I GROUP 5.44
PARGESA HOLDING 5.33
ALSTOM 5.31
FUCHS PETROLUB 5.30
INVESTOR 5.30
SCOR 5.15
GLENCORE XSTRATA INT’L 5.11
GEBERIT 5.02
KUEHNE & NAGEL INT’L 4.97
EUTELSAT COMMUNICATIONS 4.96
TUI TRAVEL 4.93
ACCOR 4.90
VOLKSWAGEN 4.88
PORSCHE HLDG 4.88
DANONE 4.85
ALFA LAVAL 4.80
RENAULT 4.74
ATLAS COPCO 4.63
MAN 4.53
HEINEKEN 4.49
SOCIETE GENERALE 4.47
LAFARGE 4.44
ENI 4.44
PRYSMIAN 4.36
VALEO 4.35
SANOFI 4.29
NOKIA CORP 4.26
LUFTHANSA 4.25
OCI NV 4.24
GEA GROUP 4.22
IMERYS 4.17
BASF 4.15
SIEMENS 4.15
INDUSTRIVARDEN 4.13
FUGRO 4.13
BRENNTAG 4.05
AIR LIQUIDE 4.04
GEMALTO 4.03
KINGFISHER 4.03
PIRELLI & CO 4.02
FRESENIUS 4.02
NORSK HYDRO 3.99
ROYAL DUTCH SHELL 3.96
BUREAU VERITAS 3.94
JC DECAUX 3.89
DEUTSCHE POST 3.89
LAGARDERE 3.87
RECKITT BENCKISER GROUP 3.86
SUEZ ENVIRONNEMENT 3.85
KONE B 3.79
WILLIAM DEMANT HOLDING 3.77
SODEXO 3.76
INMARSAT 3.75
SANDVIK 3.71
SULZER 3.71
ACTELION 3.70
AKZO NOBEL 3.70
QIAGEN 3.68
SCHINDLER 3.68
CONTINENTAL 3.68
EDENRED 3.67
BMW 3.66
WOLTERS KLUWER 3.65
CRODA INTERNATIONAL 3.61
HUSQVARNA 3.60
ABB LTD 3.60
GROUPE BRUXELLES LAMBERT 3.59
IMI 3.57
TNT EXPRESS 3.56
BANCO SANTANDER 3.53
2 comments:
Let’s look at the impact of the escalating standoff between the west and Moscow over Ukraine on western companies. Germany’s main trade body warned of disastrous consequences for the country’s 6,200 companies that do business with Russia. Anton Börner, head of the BGA exporters’ body, told regional newspaper Dortmunder Ruhr Nachrichten:
About 6,200 German companies are engaged in Russia, some of them very strongly. For them, economic sanctions would be a real catastrophe.
Börner said energy prices would rise if the crisis continues, but thought that Moscow was unlikely to cut off its energy supply completely to Germany. Germany relies on Russia for more than 30% of its oil and gas.
Germany’s “wise men” council of economic advisers said yesterday the Ukraine crisis was the biggest threat to global growth, and Germany in particular.
The war of words continues. Russia’s prime minister Dmitry Medvedev said Ukraine owes Russia $16bn. He claimed Ukraine owes Russia $11bn because the treaty under which Russia provides Ukraine with cheap gas in return for the Sevastopol naval base was “subject to denunciation”. On top of that, Ukraine owes Russia $3bn for a recent loan and another $2bn to Gazprom, the Russian state-controlled gas giant.
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