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

CIS Market Daily - 28 ноября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - СЕГОДНЯ УТРОМ РЫНКИ АТР И ЦЕНЫ НА НЕФТЬ СНИЖАЮТСЯИндекс РТС вчера остался на отметке 1 441 пункт, не изменившись по итогам дня и тем самым немного отстав от аналогов. Цены на нефть сначала росли, но потом отступили под давлением негативных факторов (см. ниже). Рынки АТР сегодня снижаются на фоне новостей о том, что президент США подписал закон, принятие которого вызвало негативную реакцию Китая. Хотя фьючерсы на индекс РТС выросли, наш прогноз на сегодня довольно осторожный, тем более что ликвидность глобальных рынков ограничена в связи с праздником в США.НОВОСТИ> Мы ожидаем инфляцию за весь 2019 год на уровне 3,2%> Выдержки из телефонной конференции ЛУКойла по результатам за 3К19> Результаты Банка "Санкт-Петербург" за 3К19 по МСФО: маржа ограничена> Совет директоров ФСК ЕЭС представил рекомендацию по дивидендам за 9М19> Прогноз результатов Аэрофлота за 3К19 по МСФО: в ожидании стандартного квартала> Крупный акционер Global Ports выиграл аукцион на приватизацию Трансконтейнера
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.

Federal Grid Co. of Unified Energy System JSC GDR

Federal Grid Company of Unified Energy System

Federal Grid Company Of Unified Energy System PJSC operates and manages the electricity transmission grid infrastructure of the Russian Unified National Electric Grid (the UNEG). Co.'s principal operating activities consist of providing electricity transmission services, providing connection to the electricity grid, maintaining the electricity grid system, technical supervision of grid facilities and investment activities in the development of the UNEG.

Global Ports Investments (GDR)

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
Aleksey Ryabushko

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Rodion Lomivorotov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch