Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 16 ноября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РУБЛЬ УКРЕПЛЯЕТСЯ, НЕФТЬ РАСТЕТ, ТЕМОЙ ДНЯ ОСТАЕТСЯ BREXITВчера спрос на активы развивающихся рынков восстановился, индекс MSCI EM прибавил 1,3%, а негативную динамику показало менее 25% рынков в этой категории. Россия продемонстрировала средний результат, индекс РТС поднялся на 1,2% до 1 131 пункта. На рынки Европы отрицательно повлияли события в Великобритании - дальнейшие перспективы правительства Терезы Мэй стали еще более шаткими, чем когда-либо. Вероятно, ситуация вокруг Brexit сегодня останется в центре внимания инвесторов.НОВОСТИ> Годовой рост ВВП Украины в 3К18 составил 2,8%> Evraz анонсировал промежуточные дивиденды на сумму $361 млн> В РусГидро изучают вопрос о восстановлении Загорской ГАЭС-2> Шереметьево собирается повысить тарифы для авиакомпаний> Luxoft: итоги 2К19 соответствуют прогнозам, перспективы до конца финансового года неоднозначны
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.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

Luxoft Holding Inc. Class A

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

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