Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Maria Sukhanova
  • Mikhail Krasnoperov
  • Mikhail Sheybe

CIS Market Daily - 25 июня 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК ЗАВЕРШИЛ НЕДЕЛЮ НА ПОДЪЕМЕ ИЗ-ЗА РОСТА ЦЕН НА НЕФТЬПо итогам недели индекс РТС прибавил 0,8%, тогда как MSCI EM просел на 2,3%. Страны ОПЕК+ договорились увеличить добычу на 1 млн. барр./сут, но реальный прирост будет меньше. Сегодня утром рынки склонны к пессимизму из-за очередного обострения американо-китайских торговых споров.НОВОСТИ> Рекордный отток средств из фондов GEM; вложения в Россию по-прежнему не соответствуют динамике рынка> ОПЕК+: согласовано увеличение добычи нефти> Mail.ru Group. Еще одна инвестиция в сфере такси для дальнейшего развития экосистемы> Новым директором Магнита стала Ольга Наумова> Сергей Гончаров станет новым руководителем формата магазинов у дома X5 Retail Group> Группа "Аэрофлот" и компания "Аэрофлот - российские авиалинии" представили операционные результаты за май
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.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Maria Sukhanova

Mikhail Krasnoperov

Mikhail Sheybe

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