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

CIS Market Daily - 6 сентября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - СЕГОДНЯ И В БЛИЖАЙШИЕ ДНИ В ЦЕНТРЕ ВНИМАНИЯ БУДУТ ЦБ РФ, ФРС США, СТАТИСТИКА ПО АМЕРИКАНСКОМУ РЫНКУ ТРУДА, ВЫБОРЫ В РОССИИРынки идут вверх второй день подряд, индекс MSCI EM вчера поднялся на 1,3%. Россия оказалась середняком в категории развивающихся рынков: индекс РТС подрос на 0,5% - до 1 338 пунктов. Нефть Брент в четверг подорожала более чем на 2%, однако с тех пор ее котировки успели упасть более чем на 1%. Инвесторов вчера обнадежило то, что США и Китай планируют возобновить торговые переговоры, дополнительным позитивным фактором стала позитивная американская макростатистика. Сегодня в России ожидается решение по ставке ЦБ, а в воскресенье в ряде регионов пройдут выборы в местные органы власти. Глобальные рынки ждут данных по американскому рынку труда и комментариев председателя Федрезерва Джерома Пауэлла.НОВОСТИ> Годовая инфляция в России в августе замедлилась до 4,3%> Глава НОВАТЭКа прокомментировал планы в сфере СПГ, по Арктик СПГ - 2 принято окончательное инвестиционное решение> ВТБ: результаты за июль и 7М19 по МСФО> Обсуждение российской авиации на Восточном экономическом форуме: последствия для Аэрофлота
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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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

Kirill Rogachev

Rodion Lomivorotov

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