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

CIS Market Daily - 22 ноября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ВОССТАНОВЛЕНИЕ РЫНКОВ НАКАНУНЕ ДНЯ БЛАГОДАРЕНИЯФондовые рынки вчера в основном восстанавливались после недавнего падения. Индекс РТС вырос на 0,9% до 1 127 пунктов, MSCI EM и MSCI World (индикатор развитых рынков) прибавили 0,3-0,4%. Лучшую динамику на глобальном рынке вчера показали акции высокотехнологичных и нефтегазовых компаний, которые в предыдущие сессии сильнее всего упали в цене. Впрочем, восстановление в основном затронуло развитые рынки. Сегодня перспективы российского рынка выглядят довольно оптимистично, но в течение дня ожидается много новостей по ЕЦБ, Brexit и нефтяному рынку.НОВОСТИ> Темпы недельной инфляции в России снизились до 0,1%> Polymetal построит обогатительную фабрику вблизи Воронцовского хаба> Показатели ФосАгро за 3К18 по МСФО: фактические показатели лучше консенсус-прогноза> Российские авиаперевозчики внесли еще одно предложение о компенсации повышения стоимости авиатоплива
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.

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

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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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