Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Fedor Kornachev
  • Irina Lapshina

CIS Market Daily - 1 марта 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ДВИЖЕНИЕ ВНИЗ НА ФОНЕ ТРЕВОЖНОГО ГЕОПОЛИТИЧЕСКОГО НОВОСТНОГО ПОТОКАГлобальные рынки вчера испытывали давление: инвесторов беспокоят сообщения об эскалации конфликта между Индией и Пакистаном, безрезультатность встречи Дональда Трампа с Ким Чен Ыном, а также отсутствие позитивных сигналов о ходе американо-китайских переговоров.НОВОСТИ> Анонсировано дальнейшее увеличение веса китайских акций класса А в расчетной базе индексов MSCI> Результаты Evraz за 2П18 по МСФО: EBITDA соответствует ожиданиям, высокие свободные денежные потоки> "День инвестора" в Интер РАО и ожидаемые итоги 2018 года: хорошие результаты сами по себе не обеспечат роста котировок> Прогноз результатов Группы "Аэрофлот" за 4К18: очередной удар по финансам
Underlyings
Aeroflot Russian Airlines

PJSC Aeroflot Russian Airlines is an international air transport company which is engaged in operations in Russia. The principal activity of Co. is the provision of passenger and cargo air transportation services both domestically and internationally and other aviation services from its base at Moscow Sheremetevo Airport. Co. and its subsidiaries also includes activities comprising airline catering, the operation of a hotel and insurance services. Associated undertakings mainly comprise hotel and duty-free retail businesses. The principal business segments are airline operations, airline catering, hotel operations and other.

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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

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

Andrey Kuznetsov

Fedor Kornachev

Irina Lapshina

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