Report
Andrey Kuznetsov ...
  • Cole Akeson
  • Fedor Kornachev
  • Nikolay Minko

CIS Market Daily - 6 марта 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ СНИЗИЛИСЬ НА ФОНЕ ОПАСЕНИЙ, СВЯЗАННЫХ С КОРОНАВИРУСОМ; В ЦЕНТРЕ ВНИМАНИЯ ОПЕК+ И ДАННЫЕ ПО РЫНКУ ТРУДА СШАВ отсутствие достаточно существенных позитивных новостей о коронавирусе и на фоне падающих цен на нефть Россия вчера котировалась хуже подавляющего большинства (75%) всех развивающихся рынков: индекс РТС упал на 1,8%. Сегодня фьючерсы на РТС, наряду с другими утренними индикаторами, также свидетельствуют о негативных тенденциях.
НОВОСТИ> Снижение ставки ЦБ в марте маловероятно с учетом выросшей волатильности рубля> Результаты РусГидро за 2019 год по МСФО: большинство списаний осталось в прошлом> Результаты ФСК ЕЭС за 2019 год по МСФО: дивиденды должны быть не ниже прошлогодних> Аэрофлот: новые элементы в оценке последствий COVID-19
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.

Federal Grid Co. of Unified Energy System JSC GDR

Federal Grid Company of Unified Energy System

Federal Grid Company Of Unified Energy System PJSC operates and manages the electricity transmission grid infrastructure of the Russian Unified National Electric Grid (the UNEG). Co.'s principal operating activities consist of providing electricity transmission services, providing connection to the electricity grid, maintaining the electricity grid system, technical supervision of grid facilities and investment activities in the development of the UNEG.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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
Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

Nikolay Minko

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