Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 26 мая 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТЕЙ О ПРОТИВОСТОЯНИИ США И КИТАЯ БЫЛО МАЛО, РЫНКИ ВОССТАНОВИЛИСЬИндекс MSCI EM вчера вырос на 0,7%, индекс РТС - на 2,1% до 1 213 пунктов, т. к. новых негативных новостей о противостоянии США и КНР не было, но зато появилась оптимистичная информация по выходу из карантина ряда ведущих стран, а также о ситуации в Гонконге. Большинство ключевых индикаторов ночью выросли, что указывает на позитивный тренд на открытии торгов.
НОВОСТИ> Экономика России. Финансовый импульс в 2К20 улучшился благодаря стимулам> ФАС оспорила в суде сделку по продаже ЛУКойлом алмазодобывающих активов в 2017 году> Прогноз результатов Газпром нефти за 1К20: рентабельность существенно снизится из-за падения цен на нефть> Минэнерго снова предложило отменить с 1 июня мораторий на штрафы за просроченную оплату ЖКУ> Трафик Аэрофлота в апреле составил 4,8% от уровня апреля 2019 года, занятость кресел достигла 32,8%> Карантинные меры оказали давление на экономическую динамику на Украине в апреле
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 Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

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
Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Research Team

Rodion Lomivorotov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch