Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 25 июля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - МЮЛЛЕР ПРИЗВАЛ КОНГРЕСС ПРИНЯТЬ МЕРЫ, НО НЕ СКАЗАЛ НИЧЕГО НОВОГО; СЕГОДНЯ РЫНКИ СЛЕДЯТ ЗА ЕЦБВчера индекс MSCI EM почти не изменился, MSCI World прибавил 0,4%. Индекс РТС отступил на 0,4% до 1 340 пунктов. Бывший спецпрокурор Роберт Мюллер призвал Конгресс США работать над тем, чтобы в дальнейшем Россия и другие страны не смогли вмешаться в американские выборы. Сегодня в центре внимания в России два корпоративных события: одно связано с Газпромом, а другое - со Сбербанком и Mail.ru Group. Глобальные рынки ждут итогов заседания ЕЦБ.НОВОСТИ> Помесячная инфляция в России за июль ожидается на уровне 0,3-0,4%> Совет директоров Транснефти одобрил компенсацию за загрязненную нефть в трубопроводе "Дружба"> Результаты НОВАТЭКа за 2К19: хорошие свободные денежные потоки ($1 млрд); высокая EBITDA от СП> Газпром собирается продать 2,9% своих акций на открытом рынке> Polymetal: хорошие операционные результаты за 2К19, целевая цена повышена с учетом перспектив цены золота> Зампред правления ВТБ прокомментировал результаты розничного бизнеса> Обувь России: выручка в 2К19 выросла на 26%, сопоставимый рост денежных займов составил 34%> Аэрофлот: операционные результаты за июнь
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.

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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

OR PSJC

OR PAO, formerly OR OAO, is a Russia-based company, which is engaged in the footwear industry. The Company specializes in manufacture, retail and wholesale of footwear, outwear and accessories. The Company offers financial services to its customers including installment payments and cash loans. The financial strategy of the Company includes bond program implementation and unsecured loans. Its retailers portfolio is comprised of Westfalika, Emilia Estra, Rossita, Lisette and Peshekhod. The Company also owns such brands as S-TEP, all.go and Snow Guard. It operates two factories in Novosibirsk region. The Company operates domestically.

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.

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

Rodion Lomivorotov

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