Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina

CIS Market Daily - 24 июня 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ В ПЯТНИЦУ КОТИРОВАЛАСЬ ХУЖЕ АНАЛОГОВ; НА ПРЕДСТОЯЩЕЙ НЕДЕЛЕ БУДЕТ МНОГО ЗНАЧИМЫХ СОБЫТИЙРоссия в пятницу котировалась хуже других развивающихся рынков: индекс РТС упал на 1,2% до 1 375 пунктов. В основном такое отставание от аналогов проявилось после того как группа консервативных представителей Демократической партии в нижней палате Конгресса США опубликовала предложение (не имеющее статуса законопроекта) ввести новые санкции против России. Глобальные рынки консолидировались после достижений в предыдущие дни. На предстоящей неделе будет много значимых для глобальных рынков событий.НОВОСТИ> Российский орел: дальше вверх - с многолетних максимумов> Динамика фондов: отток средств из фондов развивающихся рынков фиксируется девятую неделю подряд, хотя последние данные еще не учитывают эффект от решений ФРС США> Финансовый директор Газпрома подтвердил важные параметры и сроки новой дивидендной политики> По данным СМИ, Evraz может рассмотреть покупку завода British Steel во Франции> Энел Россия раскрыла подробности продажи Рефтинской ГРЭС> Россия запретила прямые полеты в Грузию
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.

Enel Russia

PJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.

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.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

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

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Fedor Kornachev

Irina Lapshina

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