Sberbank - MMC Norilsk Nickel PJSC (GMKN) ... Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 1 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2018

Report

Sberbank

Alexander Kudrin ...

Alexander Golinsky
Alexander Sychev
Alexey Bulgakov
Alisa Zakirova
Anton Stroutchenevski
Artem Vinogradov
Irina Lapshina
Kirill Plastinin
Nikolay Minko
Rodion Lomivorotov
Sergei Konygin
Tom Levinson
Yuri Popov

01/02/2018 42 RU

Underlyings

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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RU0007288411 Moscow Exchange MICEX-RTS Russia

Norilsk Nickel

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Provider

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.

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Analysts

Alexander Kudrin

Alexander Golinsky

Alexander Sychev

Alexey Bulgakov

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Irina Lapshina

Kirill Plastinin

Nikolay Minko

Rodion Lomivorotov

Sergei Konygin

Tom Levinson

Yuri Popov

Other Reports on these Companies

Sberbank

CIS Market Daily - February 11, 2022

MARKET COMMENT - HIGHEST US CPI IN FOUR DECADES, NORMANDY IMPASSE SIGNAL DECLINESAlthough markets were flat to positive early in the day, the US CPI report came in higher than expected and broke a four-decade record, sending US indexes down 1.6-2.1% by the close. Russia had outperformed, the RTS climbing 0.8% to 1,547. However, the combination of global markets repricing US inflation and rates risks, and a downbeat impasse from yesterday's Normandy talks, has left major Russia indicators down 1-3% this morning.STORIES> Alrosa's January sales: Year-over-year drop in revenues a bullish sign> Nor...

February 11, 2022 February 11, 2022 1 EN

Sberbank

Долговые рынки сегодня - 11 февраля 2022. АЛРОСА опубликовала данные по продажам за январь; Норникель и ФосАгро представили финансовые результаты за 2021 год

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГРезкое повышение доходности гособлигаций США вчера оказало давление на цены суверенного долга развивающихся рынков. В сегменте 10-летних обязательств российские бумаги выглядели гораздо более устойчивыми, чем аналоги, и подешевели всего на 0,3 п. п. В прочих сегментах суверенных бумаг слабее рынка выглядел выпуск Россия-47 (минус 1,1 п. п.). ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНерезиденты вчера более активно продавали ОФЗ, т. к. инфляция в США оказалась выше прогнозов, и доходности гособлигаций США выросли. Однако еще до публикации ИПЦ в США рынок ОФЗ испытывал давление,...

February 11, 2022 February 11, 2022 1 RU

Sberbank

Debt Markets Today - February 11, 2022. Alrosa January Sales; Nornickel, PhosAgro 2021 Financials

CIS EUROBOND MARKETA sharp increase in US Treasury yields following the higher than expected US CPI prints put pressure on EM sovereign debt yesterday. Russia's 10y sovereign Eurobonds fared better than peers, dropping only 0.3 pp in price. The Russia 47 underperformed with a 1.1 pp decline.GOVERNMENT DEBTInternational offers in the OFZ market picked up yesterday after the higher than expected US CPI readings and the resulting jump in US Treasury yields. However, the mood in the market was a bit downbeat even before that due to the acceleration in domestic inflation reported on Wednesday. The ...

February 11, 2022 February 11, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anna Pilgunova ... (+3)

Anna Pilgunova
Anton Chernyshev
Mikhail Sheybe

Сырьевые рынки - 24 марта 2022

> Нефть продолжала дорожать на фоне проблем на экспортном терминале КТК и данных EIA. На наш взгляд, сегодня цены Брент, скорее всего, начнут стабилизироваться около $120/барр. Инвесторы ждут саммита ЕС и НАТО в Брюсселе, на котором будет обсуждаться вопрос, как ослабить зависимость от российских энергоносителей.> Золото выросло в цене, а доходности гособлигаций США снизились. Вчера котировки золота выросли с $1 920 до $1 945 за унцию, а доходность 10-летних КО США опустилась с 2,39% до 2,29%. На момент написания этого комментария золото торговалось около $1 940 за унцию. Сегодня будут опублик...

March 24, 2022 March 24, 2022 1 RU

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 1 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2018

CIS Market Daily - February 11, 2022

Долговые рынки сегодня - 11 февраля 2022. АЛРОСА опубликовала данные по продажам за январь; Норникель и ФосАгро представили финансовые результаты за 2021 год

Debt Markets Today - February 11, 2022. Alrosa January Sales; Nornickel, PhosAgro 2021 Financials

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Сырьевые рынки - 24 марта 2022

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 1 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2018