Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Rodion Lomivorotov

CIS Market Daily - 17 января 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ГОЛОСОВАНИЕ В СЕНАТЕ США О БЛОКИРОВАНИИ ОТМЕНЫ САНКЦИЙ ПРОТИВ РУСАЛА НЕ СОСТОЯЛОСЬ; СИТУАЦИЯ ВОКРУГ BREXIT ПОЛУЧИЛА НОВОЕ РАЗВИТИЕВчера политические новости снова оказались главнее, чем рыночные факторы. Для российского рынка важным оказалось то, что Сенат США не смог принять резолюцию с требованием не отменять санкции против РУСАЛа и En+. Британский парламент не стал выносить вотум недоверия правительству Терезы Мэй, и она представила первые поправки к плану выхода из ЕС. Динамика рынков вчера была умеренно позитивной, как и у большинства утренних индикаторов сегодня.НОВОСТИ> За период с 10 по 14 января рост потребительских цен в России замедлился до 0,2%> Индекс цен на необработанные алмазы АЛРОСА в 4К18 снизился примерно на 1% - нейтральное событие> Бельгийские СМИ: 25-50% сотрудников НЛМК Клабек могут быть уволены> Глобалтранс в 2018 году приобрел на 850 больше вагонов, чем планировалось> СМИ сообщают, что лоукостер "Победа" приостановил прямые рейсы за рубеж из аэропорта Пулково
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.

ALROSA PJSC

AK Alrosa PAO. AK Alrosa PAO (Aktsionernaya kompaniya ALROSA PAO or ALROSA Company PJSC), formerly AK Alrosa OAO, is a Russia-based company which is principally engaged in the exploration, mining, manufacture and sales of diamonds. Its operations include five Integrated Mining and Processing Complexes: Mirny, Udachny, Aikhal, Anabar and Nyurba located in the Sakha Republic; sorting divisions and diamond cutting and polishing division. The Company is a member of variable diamonds associations. It operates through several representative offices, branches and subsidiaries, including Alrosa-Nyurba OAO, Almazy Anabara OAO and Severalmaz OAO.

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.

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

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

Irina Lapshina

Rodion Lomivorotov

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