Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Kirill Rogachev
  • Rodion Lomivorotov

CIS Market Daily - 26 марта 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНОЕ ДВУХДНЕВНОЕ РАЛЛИ; СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ ВИДЕОКОНФЕРЕНЦИЯ G20 И ДАННЫЕ ПО РЫНКУ ТРУДА В СШАИндекс РТС вырос на 1,7% - до 982 пунктов, а MSCI EM - на 4,4%. Глобальные рынки оживились под влиянием новостей о том, что Сенат США одобрил беспрецедентный антикризисный план. Впрочем, к сегодняшнему утру позитивный эффект уже, судя по всему, сошел на нет. При этом большинство значимых для России индикаторов все еще демонстрирует позитивную динамику. Сегодня главными событиями для глобальных рынков будут видеоконференция "большой двадцатки" и статистика по американскому рынку труда.
НОВОСТИ> Владимир Путин объявил о новых мерах по поддержке экономики> Экономические вызовы-2020> Недельная инфляция в РФ достигла 0,3%> Прогноз результатов Транснефти за 4К19> Татнефть: ожидаются хорошие результаты за 4К19> Как инициативы Владимира Путина повлияют на банковскую отрасль> Низкая водность основных водохранилищ на Волге может поддержать цены на электроэнергию в 2К20> Россия приостановила полеты на международных направлениях
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.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

TATNEFT (PREF A)

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

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.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Rodion Lomivorotov

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