Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 26 июля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ ИЗ ВАШИНГТОНА ПОДДЕРЖАЛИ РЫНКИ США И ЕВРОПЫ, РЕАКЦИЯ В СТРАНАХ АТР НЕОДНОЗНАЧНАЯИндекс РТС вчера отстал от аналогов, упав на 0.2% до 1 142 пунктов. Индекс MSCI EM прибавил 0,8%. Главные новости дня поступили из США: это были сообщения о приостановке торговой войны между США и ЕС и об отсрочке следующей встречи Владимира Путина и Дональда Трампа. Сегодня утром ситуация выглядит благоприятной для российского рынка, но положение дел на азиатских рынках неоднозначное.НОВОСТИ> Темпы недельной инфляции в России упали до нуля> НОВАТЭК: по-прежнему значительный свободный денежный поток, несмотря на низкий сезон> Прогноз результатов VEON за 2К18: EBITDA под давлением, как и предупреждала компания; промежуточные дивиденды> Прогноз результатов Ростелекома за 2К18: в центре внимания - EBITDA и расходы на реализацию "закона Яровой"> Интер РАО: отчетность дочерних компаний по РСБУ и операционные результаты за 1П18> ФАС предложила унифицировать принципы тарифообразования> Аэрофлот объявил об увеличении топливного сбора> Группа ЛСР: "день рынков капитала"
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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

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

VimpelCom Ltd. ADS

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

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