Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Sheybe
  • Oksana Mustiatsa
  • Svetlana Sukhanova

CIS Market Daily - 30 ноября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ САММИТ "БОЛЬШОЙ ДВАДЦАТКИ", НЕСМОТРЯ НА ОТМЕНУ ВСТРЕЧИ ПРЕЗИДЕНТОВ РОССИИ И СШАИндекс РТС вырос на 2,5% до 1 141 пункта, и по итогам торгов Россия обогнала три четверти аналогов из группы развивающихся рынков. В течение американской торговой сессии настрой ухудшился (S&P 500 снизился на 0,2), и сегодня инвесторы проявляют осторожность, о чем свидетельствует динамика рынков АТР и фьючерсов на фондовые индексы других рынков. В числе наиболее важных новостей - отмена встречи президентов России и США на саммите "большой двадцатки", однако в целом форум глобальных лидеров, безусловно, будет в центре внимания сегодня и на выходных.НОВОСТИ> Два события могут вызвать разворот на рынке нефти> ЛУКойл ускорит реализацию программы выкупа> Россети объявили хорошие результаты за 3К18 по МСФО> Результаты Аэрофлота за 3К18 по МСФО выше ожиданий за счет ужесточения контроля над расходами> Luxoft: темнее всего перед рассветом
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.

Luxoft Holding Inc. Class A

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).

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Fedor Kornachev

Mikhail Sheybe

Oksana Mustiatsa

Svetlana Sukhanova

Other Reports on these Companies
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