Sberbank - Aeroflot Russian Airlines (AFLT) ... CIS Market Daily - 4 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2020

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Sberbank

Alexey Kirichok ...

Andrey Kuznetsov
Andrey Krylov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Fedor Kornachev
Irina Lapshina
Mikhail Krasnoperov
Rodion Lomivorotov
Vladimir Lezhnev

CIS Market Daily - 4 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2020

04/02/2020 17 RU

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.

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RU0009062285 Moscow Exchange MICEX-RTS Russia

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

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RU000A0JKQU8 Russian Trading System Russia

Magnit PJSC Sponsored GDR RegS

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US55953Q2021 Russia

RUSAL

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United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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JE00B5BCW814 Jersey

Provider

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.

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Analysts

Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies

EQS Group AG

Cancellation of the listing and admission to trading of the GDRs representing PJSC Magnit shares from the London Stock Exchange

MAGNIT PJSC (MGNT) Cancellation of the listing and admission to trading of the GDRs representing PJSC Magnit shares from the London Stock Exchange 30-Aug-2022 / 12:30 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Cancellation of the listing and admission to trading of the GDRs representing PJSC MAGNIT shares from the London Stock Exchange Krasnodar, Russia (August 30, 2022): Magnit PJSC (MOEX: MGNT; Magnit, the Company), one of Russia’s leading retailers, in addition to th...

August 30, 2022 August 30, 2022 1 EN

EQS Group AG

Magnit reports 38.2% total sales growth (19.1% adjusted for the Dixy acquisition) and 7.0% EBITDA margin in 1H 2022

MAGNIT PJSC (MGNT) Magnit reports 38.2% total sales growth (19.1% adjusted for the Dixy acquisition) and 7.0% EBITDA margin in 1H 2022 19-Aug-2022 / 09:00 MSK Dissemination of a Regulatory Announcement that contains inside information in accordance with the Market Abuse Regulation (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit Reports 38.2% total sales growth (19.1% ADJUSTED FOR THE DIXY ACqUISItiON) and 7.0% EBITDA margin in 1H 2022 Krasnodar, Russia (August 19, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Compan...

August 19, 2022 August 19, 2022 1 EN

EQS Group AG

Magnit has notified the Custodian of the need to conduct automatic conversion of its GDRs

MAGNIT PJSC (MGNT) Magnit has notified the Custodian of the need to conduct automatic conversion of its GDRs 18-Aug-2022 / 18:00 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. MAGNIT HAS NOTIFIED THE CUSTODIAN of the need to conduct automatic conversion of its gdrs Krasnodar, Russia (August 18 2022): Magnit PJSC (MOEX and LSE: MGNT; Magnit, the Company), one of Russia’s leading retailers, announces that on August 18, 2022 it has notified CB JP Morgan International LLC (“Cus...

August 18, 2022 August 18, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Alisa Zakirova ... (+10)

Alisa Zakirova
Andrew Keeley
Anton Stroutchenevski
Artem Vinogradov
Arthur Cherkesov
Ekaterina Sidorova
Igor Rapokhin
Olga Sterina
Research Team
Rodion Lomivorotov

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

CIS EUROBOND MARKETThe Eurobond market remained inactive yesterday.GOVERNMENT DEBTYesterday saw a correction in the OFZ market, with yields rising 20-40 bps. This was actually a fairly modest move given how volatile things have been recently (yields dropped 250-300 bps on Monday-Tuesday, after the market reopened). Most of the OFZ curve closed in the 13.5-16.0% range. Trading volumes continued to gradually recover, reaching R13.5 bln yesterday on the Moscow Exchange. Still, that is only around half of the average seen over January and the beginning of February.STORIES> "Unfriendly" countries t...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 4 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2020

Cancellation of the listing and admission to trading of the GDRs representing PJSC Magnit shares from the London Stock Exchange

Magnit reports 38.2% total sales growth (19.1% adjusted for the Dixy acquisition) and 7.0% EBITDA margin in 1H 2022

Magnit has notified the Custodian of the need to conduct automatic conversion of its GDRs

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

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CIS Market Daily - 4 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2020