Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 6 мая 2019

КОММЕНТАРИЙ И ПРОГНОЗ - УГРОЗА ВВЕДЕНИЯ В США НОВЫХ ПОШЛИН НА КИТАЙСКИЙ ИМПОРТ СПРОВОЦИРОВАЛА РЕЗКОЕ ПАДЕНИЕ РЫНКОВ СЕГОДНЯ УТРОМЗа время первомайских каникул в России ощутимых изменений на глобальных рынках не произошло: после выхода нашего последнего комментария по рынку индекс MSCI EM снизился менее чем на 0,1%, RDX отступил на 0,1%. Рынки АТР сегодня утром резко просели после того, как Дональд Трамп неожиданно заявил, что рассматривает возможность введения новых, еще более масштабных импортных пошлин на китайские товары. Котировки фьючерсов и сырьевых товаров предполагают, что динамика европейских рынков также окажется негативной.НОВОСТИ> Ситуация вокруг Венесуэлы и политика США в отношении России на прошлой неделе> Динамика фондов: АТР и Россия снова непопулярны> В апреле помесячная инфляция в Казахстане оставалась на уровне 0,5%> Сургутнефтегаз: чистый убыток за 1К19 по РСБУ > РУСАЛ: операционные результаты за 1К19 и прогноз прибыли> Результаты VEON за 1К19 по МСФО: скорректированная EBITDA на 2,7% выше прогнозов> Результаты Аэрофлота за 1К19 по РСБУ: ставки доходности выше, рентабельность - ниже
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.

Surgutneftegas PJSC

Surgutneftegaz is vertically integrated oil company based in Russia. Co.'s activities include prospecting and exploration of hydrocarbons, oil and oil and- gas fields development and construction; oil products and petrochemicals manufacturing and marketing; power generation; gas processing and gas products marketing. Co.'s operations expand beyond Western Siberia in 3 oil production centers, two of which, in Eastern Siberia and Timano- Pechora, are to be built up within the next 3 years. Co. operates in 16 constituent territories of the Russian Federation from Republic of Sakha (Yakutia) to Kaliningradskaya Oblast. Co.'s mineral resource base comprises 134 license areas of 120,000 sq. km.

Surgutneftegas PJSC Pfd

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.

VimpelCom Ltd. ADS

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

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