Report
Andrey Gromadin ...
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 29 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ОЖИДАЮТСЯ КОММЕНТАРИИ БАНКА РОССИИ, ФРС США И КОРПОРАТИВНАЯ ОТЧЕТНОСТЬ; В ЦЕНТРЕ ВНИМАНИЯ НОВЫЙ ШТАММ КОРОНАВИРУСА И СИТУАЦИЯ НА УКРАИНЕВ пятницу на рынках наблюдалась волна продаж: инвесторов обеспокоили сообщения о новом штамме коронавируса. Индекс MSCI EM упал на 2,5%, MSCI World (индикатор развитых рынков) - на 2,2%, а индекс РТС - на 4,6% (до 1 589 пунктов). Хотя рынки АТР сегодня утром снижаются, отыгрывая пятничное падение на мировых биржах, утренние индикаторы для России, региона EMEA и рынков США указывают на восстановление. В центре внимания участников российского рынка остаются Украина и Белоруссия. Кроме того, на этой неделе инвесторы будут следить за комментариями Банка России и Федрезерва, корпоративной отчетностью и ноябрьским отчетом по рынку труда США.
НОВОСТИ> Рынок нефти восстанавливается, инвесторы пересматривают риски, связанные с новым штаммом коронавируса> Прогноз результатов Транснефти за 3К21: ожидаются неоднозначные показатели> Россети и ФСК ЕЭС: нейтральные результаты за 3К21 по МСФО> Годовой рост ВВП Казахстана в 3К21 замедлился до 5,7% из-за низкой базы
Underlyings
Federal Grid Co. of Unified Energy System JSC GDR

Federal Grid Company of Unified Energy System

Federal Grid Company Of Unified Energy System PJSC operates and manages the electricity transmission grid infrastructure of the Russian Unified National Electric Grid (the UNEG). Co.'s principal operating activities consist of providing electricity transmission services, providing connection to the electricity grid, maintaining the electricity grid system, technical supervision of grid facilities and investment activities in the development of the UNEG.

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Andrey Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Georgiy Ivanin

Konstantin Samarin

Research Team

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