Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Svetlana Sukhanova

CIS Market Daily - 28 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ОСЛАБЛЕНИЕ РУБЛЯ ОКАЗАЛО ДАВЛЕНИЕ НА КОТИРОВКИ; В ЦЕНТРЕ ВНИМАНИЯ - ИТАЛИЯ, ФИНАНСОВАЯ ОТЧЕТНОСТЬ И НЕФТЬРоссия вчера отстала от аналогов: индекс РТС упал на 0,8% до 1 259 пунктов, тогда как MSCI EM поднялся на 0,4%. Резкий рост котировок почти на 1%, наблюдавшийся прямо перед закрытием торговых площадок, не смог компенсировать слабые итоги российских торгов за весь день. Основной причиной отставания России стала динамика рубля, который в интервале между завершением торгов в понедельник и вторник потерял 0,8%. Сегодня утром курс USD/RUB восстановился до 66,46 руб. за доллар. Давление на рынки оказали слабеющий юань и данные по ВВП Германии. Сегодня в центре внимания будут политические перипетии Италии, публикация финансовой отчетности отдельных компаний и еженедельные данные по нефти. Утренние индикаторы в целом указывают на вероятность благоприятного начала сегодняшних торгов в России.НОВОСТИ> Polymetal: результаты за 1П19 по МСФО на уровне прогнозов, рекомендация прежняя - ПОКУПАТЬ> Результаты Банка "Санкт-Петербург" за 2К19 по МСФО: хороший комиссионный доход и динамичный рост розничных кредитов, но слабая чистая процентная маржа> Mail.ru Group: подтверждаем рекомендацию ПОКУПАТЬ, ожидаем новых сделок> Результаты О'КЕЙ за 1П19 по МСФО: в формате дискаунтеров убытки на уровне EBITDA уменьшились на 60%> Совет директоров ФосАгро рекомендовал дивиденд за 2К19 в размере 54 руб. на акцию> Прогноз финансовых показателей Аэрофлота за 2К19
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.

Bank of St Petersburg

Bank St Petersburg PJSC

Bank St. Petersburg OJSC is involved in commercial banking operations within the Russian Federation. Co. is organized into three main segments: Corporate banking, which includes settlement and current accounts, deposits, credit lines and loans; operations on financial markets, which includes financial instruments trading, loans and deposits on the interbank market, dealing in foreign exchange and derivative financial instruments; and retail banking, which provides private customer current accounts, deposits, retail investment products, custody, credit and debit cards, consumer loans, mortgages and other loans to individuals.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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

Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

Svetlana Sukhanova

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch