Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Oksana Mustiatsa
  • Svetlana Sukhanova

CIS Market Daily - 19 декабря 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ФОНДОВЫЕ ИНДЕКСЫ И СЫРЬЕВЫЕ КОТИРОВКИ СНИЗИЛИСЬ В ПРЕДДВЕРИИ РЕШЕНИЯ ФРС США ПО ПРОЦЕНТНЫМ СТАВКАМИндекс РТС вчера упал на 0,7% до 1 106 пунктов, а индекс MSCI Russia потерял 1,1%. Россия отстала от 80% развиваю-щихся рынков; индекс MSCI EM просел на 0,5%. Большинство фондовых индексов и сырьевых рынков понесли потери на фоне рискофобии, сегодня событием дня будет заседание ФРС США.НОВОСТИ> ЛУКойл: объем выкупленных акций по состоянию на 14 декабря вырос до $743 млн> ЦБ опубликовал данные по банковскому сектору за 11М18> Яндекс приобрел земельный участок под новую штаб-квартиру> Новые поправки в 214-ФЗ приняты во втором чтении> ФосАгро: прогноз капвложений на 2019 год повышен на 3-6%> Глобалтранс. Хрупкое равновесие
Underlyings
Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Aleksey Ryabushko

Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Irina Lapshina

Kirill Rogachev

Oksana Mustiatsa

Svetlana Sukhanova

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