Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Kirill Rogachev
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova
  • Vladimir Lezhnev

CIS Market Daily - 25 мая 2020

КОММЕНТАРИЙ И ПРОГНОЗ - В ПЯТНИЦУ РЫНКИ НЕСЛИ ПОТЕРИ, НО В ХОДЕ ТОРГОВ В США ПОЯВИЛСЯ СПРОС НА ПОДЕШЕВЕВШИЕ АКТИВЫСобытия в Гонконге стали новым негативным катализатором в отношениях Китая и США, и рынки большинства стран мира отступили. Индекс РТС снизился на 1,5% до 1 188 пунктов, тогда как MSCI ACWI потерял всего 0,4%. Тем не менее по итогам недели РТС уверенно лидировал. Сегодня утром динамика рынков очень неоднозначна.
НОВОСТИ> Отток капитала из акций развивающихся рынков замедлился> Экономика России. Признаки стабилизации инфляции> Экспорт нефти из России в период с 1 по 20 мая уменьшился на 1 млн барр./сут.> Спотовые цены на газ в ЕС достигли новых минимумов> АЛРОСА снизила прогноз производства на 2020 год до 28-31 млн карат> Пресс-конференция Эльвиры Набиуллиной и еженедельный отчет ЦБ РФ> Ростелеком - страховка от коронавируса> Российские авиакомпании планируют увеличить число рейсов в июне
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.

ALROSA PJSC

AK Alrosa PAO. AK Alrosa PAO (Aktsionernaya kompaniya ALROSA PAO or ALROSA Company PJSC), formerly AK Alrosa OAO, is a Russia-based company which is principally engaged in the exploration, mining, manufacture and sales of diamonds. Its operations include five Integrated Mining and Processing Complexes: Mirny, Udachny, Aikhal, Anabar and Nyurba located in the Sakha Republic; sorting divisions and diamond cutting and polishing division. The Company is a member of variable diamonds associations. It operates through several representative offices, branches and subsidiaries, including Alrosa-Nyurba OAO, Almazy Anabara OAO and Severalmaz OAO.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch