Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 6 августа 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ДЛЯ ПРОДОЛЖЕНИЯ ГЛОБАЛЬНОГО РАЛЛИ ПОТРЕБУЮТСЯ НОВЫЕ КАТАЛИЗАТОРЫВчера продолжавшееся третий день глобальное ралли сначала усилилось, однако после начала торгов в США пошло на спад. Отсутствие новых факторов роста и патовая ситуация в США по вопросу о дополнительном стимулировании экономики, а также новые американские угрозы в адрес китайских компаний не дают инвесторам особых оснований ожидать дальнейшего роста котировок. Сегодня в центре внимания, вероятнее всего, останется ситуация в США, где должна выйти еженедельная статистика по рынку труда и продолжатся дискуссии по вопросу о дополнительных стимулирующих мерах.
НОВОСТИ> Недельная инфляция в России осталась нулевой, но за 1-3 августа зарегистрирована дефляция> Ростелеком: рост EBITDA пока не отражается на свободном денежном потоке> Юнипро представит результаты за 2К20 по МСФО, в центре внимания будет прогноз по дивидендам> Результаты ТГК-1 за 2К20 по МСФО: устойчивые показатели> Совет директоров Аэрофлота одобрил допэмиссию
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.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

TGK-1

Territorial Generating Company - 1 is a producer of electricity and heat energy in the North-West region of Russia. Co. incorporates generating enterprises from the Baltic Sea to the Barents Sea. Generated electricity is delivered to the domestic wholesale market of electricity and capacity as well as exported to Finland and Norway. Co. is a strategic supplier of heat energy in Saint Petersburg, Petrozavodsk, Murmansk, Kirovsk in the Leningrad Oblast, and Apatity in the Murmansk Oblast.

Unipro

E.ON Russia is engaged in the wholesale electricity market, it produces and sells electric and heat power. As of Dec. 31, 2012, the structure of Co. includes five heat power plants with the total installed capacity of 10,345 MW/2,125.9 Gcal/h: Surgutskaya GRES-2 (Khanty-Mansi Autonomous Area, Tyumen Region), Berezovskaya GRES (Krasnoyarsk Territory), Shaturskaya GRES (Moscow Region), Smolenskaya GRES (Smolensk Region) and Yaivinskaya GRES (Perm Territory).

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
Anastasia Khakhaeva

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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