Report
Alexander Kudrin ...
  • Alexey Bulgakov
  • Alisa Zakirova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Irina Lapshina
  • Kirill Plastinin
  • Nikolay Minko
  • Rodion Lomivorotov
  • Sergei Konygin

Долговые рынки сегодня - 2 марта 2018

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГ
На рынке суверенных еврооблигаций доминировали продажи. Торговая активность была низкой. Длинный участок кривой просел на 0,7 п. п., средний – на 0,3–0,5 п. п., в коротком снижение составило до 0,2 п. п. По итогам дня Россия-47 снизилась в цене на 0,7 п. п. до 103,5% (5,0%, Z+208), Россия-27 подешевела на 0,3 п. п. до 100,8% (4,1%, Z+129).

ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИ
На фоне сильного снижения рубля доходности ОФЗ выросли вдоль всей кривой на 3–5 б. п. Объемы торгов были выше средних.


НОВОСТИ
> "План Путина" на 2018-2024 годы: социальная политика, рост и новое оружие
> Показатели Evraz за 2017 год: новые рекорды
> ТМК опубликовала результаты за 2017 год по МСФО
> НБУ повысил учетную ставку второй раз в этом году
> В феврале инфляция в Казахстане оставалась умеренной
Underlyings
Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

TMK PAO

PAO TMK is a manufacturer and exporter of steel pipe products in Russia. Co. has production plants in Russia, the United States, Romania and Kazakhstan. Co.'s plants produce a range of existing pipes used in the oil-and-gas sector, the chemical and petrochemical industries, energy and machine-building, construction and municipal housing, shipbuilding, aviation and aerospace, and agriculture. The research centers established in Russia and U.S. are involved in new products design and development, experimental and validation testing and advanced metallurgical research.

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
Alexander Kudrin

Alexey Bulgakov

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Irina Lapshina

Kirill Plastinin

Nikolay Minko

Rodion Lomivorotov

Sergei Konygin

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