Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Fedor Kornachev
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 27 мая 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ПОКАЗАЛИ СКРОМНЫЙ РОСТ ЗА СЧЕТ ВОССТАНОВЛЕНИЯ В КОНЦЕ НЕДЕЛИРоссийский рынок акций завершил торги небольшим ростом на фоне восстановления цен на нефть, ранее снизившихся на 6%. Сегодня фондовые площадки в США закрыты в связи с национальным праздником, что предвещает ограниченную торговую активность.НОВОСТИ> Росстат: в апреле улучшилась только помесячная динамика промышленного производства> ЛУКойл, вероятно, покажет высокие результаты за 1К19, на уровне аналогов> Прогноз результатов Газпрома за 1К19: впереди сложный период> ЦБ представил результаты банковского сектора за апрель> Обувь России выплатит дивиденды за 2018 год> Новочеркасской ГРЭС могут дать особый тариф на мощность> В апреле Аэрофлот снова опередил рынок авиаперевозок по темпам роста
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.

OGK-2

OGK-2 JSC is primarily engaged in the generation and sale of electric and heat power. Co. consists of the following power stations (plants): Troitskaya GRES, Stavropolskaya GRES, Pskovskaya GRES, Serovskaya GRES, Surgutskaya GRES-1, Kirishkaya GRES, Ryazanskaya GRES, Novochercasskaya GRES, Krasnoyarskaya GRES-2, and Cherepovetskaya GRES.

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).

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.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Fedor Kornachev

Kirill Rogachev

Mikhail Krasnoperov

Rodion Lomivorotov

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