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

CIS Market Daily - 30 мая 2019

КОММЕНТАРИЙ И ПРОГНОЗ - НА ФОНЕ НЕОДНОЗНАЧНОГО НОВОСТНОГО ФОНА ПО АМЕРИКАНО-КИТАЙСКОЙ ТОРГОВОЙ ВОЙНЕ ПЕРСПЕКТИВЫ РОССИИ НА СЕГОДНЯ ЛУЧШЕ, ЧЕМ У ДРУГИХ СТРАН МИРАРазвитые рынки и развивающиеся рынки АТР вчера снизились: соответствующие индексы MSCI упали на 0,9% и 0,3%. Вчера, после того как Пекин пригрозил ограничить экспорт редкоземельных металлов, обострилась риторика, касающаяся торгового противостояния США и КНР. Впрочем, сегодня утром в СМИ появились сообщения о том, что китайским чиновникам поручено смягчить формулировки. Вчера Россия торговалась на уровне аналогов, однако динамика торгов фьючерсами указывает на вероятность позитивного начала российской торговой сессии сегодня утром, что отчасти может быть обусловлено ростом цен на нефть и укреплением рубля. Вчерашние заявления Роберта Мюллера ничего нового не содержали, в связи с чем рубль укреплялся после завершения официальной торговой сессии.НОВОСТИ> Отставка Мюллера: ничего нового> Недельная инфляция в России осталась на уровне 0,1%> Показатели ЛУКойла за 1К19: свободные денежные потоки остались высокими> Интер РАО продает небольшой пакет казначейских акций> Прогноз результатов Аэрофлота за 1К19 по МСФО: первый квартал отчетности по новым стандартам
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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Rodion Lomivorotov

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