Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 22 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - США ВЫДВИНУЛИ ОБВИНЕНИЯ ПРОТИВ ИРАНА И РОССИИ, РЫНКИ ОТСТУПИЛИГлобальные фондовые рынки вчера существенно не изменились в отсутствие значимых катализаторов (индекс MSCI ACWI просел на 0,1%). Директор национальной разведки США обвинил Иран в попытках "вмешательства в выборы", а также выдвинул менее серьезные обвинения в адрес России. Большинство индикаторов сегодня утром снижаются.
НОВОСТИ> Недельная инфляция в России стабилизировалась на уровне 0,1%> Показатели НЛМК за 3К20 по МСФО: денежные потоки лучше, чем ожидалось> Операционные показатели Ленты за 3К20: рост продаж замедлился> Авиаперевозчики просят дополнительные субсидии на 50 млрд руб.
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.

Lenta International PJSC

Lenta is a hypermarket group based in Russia. Co. operates 87 hypermarkets in 50 cities across Russia and 16 supermarkets in the Moscow region with a total of approximately 571,328 sq.m. of selling space. Co. also operates four distribution centers for hypermarkets and one for supermarkets. operates three hypermarket formats: Standard, typically with approximately 7,000 sq. m. of selling space (smaller than many Western European hypermarkets) and 24,000 stock keeping unit (SKUs); Compact, typically with approximately 5,000 sq. m. of selling space and 20,300 SKUs; and Supercompact, typically with approximately 3,000 sq. m. of selling space and 15,000 SKUs.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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