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

CIS Market Daily - 8 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ВЧЕРА РОССИЙСКИЙ РЫНОК ОТСТАЛ ОТ АНАЛОГОВ, В ЦЕНТРЕ ВНИМАНИЯ ГЛОБАЛЬНЫЙ ВАЛЮТНЫЙ РЫНОК И ТОРГОВЫЙ КОНФЛИКТ США И КИТАЯВ среду динамика глобальных рынков оказалась неоднозначной: индекс РТС снизился на 0,7% до 1 285 пунктов, а MSCI EM завершил день без изменений. Инвесторы на глобальных рынках продолжают внимательно следить за развитием торговой войны между США и Китаем. Котировки Брент вчера упали более чем на 5%, а ночью отыграли 2,5%, и сегодня утром баррель этого сорта стоит $57,88. Сегодня утром на торговых площадках наблюдается позитивная динамика, и российский рынок также, по-видимому, вырастет вместе с ними. В то же время настрой на глобальных рынках остается переменчивым, и инвесторы очень чувствительно реагируют на сообщения об изменениях валютных курсов и о торговой войне.НОВОСТИ> MSCI Russia: итоги августовской ребалансировки индекса> Инфляция в России за первые пять дней августа была нулевой> По имеющимся сведениям, Газпром рассматривает возможность продать оставшиеся казначейские акции> Прогноз результатов QIWI за 2К19 по МСФО> Uniper сообщила, что ввод в эксплуатацию третьего блока Березовской ГРЭС может быть отложен> Группа ЛСР: снижение ставок по ипотеке поддержит продажи; подтверждена рекомендация ПОКУПАТЬ> Аэрофлот: обратный ход маятника
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.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

Qiwi Plc Sponsored ADR Class B

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
Aleksey Ryabushko

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Rodion Lomivorotov

Svetlana Sukhanova

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