Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Fedor Kornachev
  • Irina Lapshina
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - August 2, 2019

MARKET COMMENT - DIGESTING THE FED DECISION AND ANOTHER TRUMP TWEETGlobal markets continued to slide yesterday, as investors continued digesting Wednesday's Fed decision. Donald Trump's tweet for more tariffs on Chinese goods sent the markets further down. The oil price plunged 7%.STORIES> MMK: 2Q19 IFRS results in line on EBITDA and dividend> VEON: 2Q19 results a mixed bag; weak equity FCF> Enel Russia: HOLD amid uncertainty over Reftinskaya proceeds, dividends> Aeroflot airline standalone 2Q19 RAS results: In line, all eyes on 3Q> Kazakh inflation stays at 5.4% y-o-y in July
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.

Enel Russia

PJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.

Magnitogorsk Iron & Steel Works (GDR)

Magnitogorsk Iron & Steel Works PJSC

Magnitogorskiy Metallurgicheskiy Kombinat PAO, formerly Magnitogorskiy metallurgicheskiy kombinat OAO, is a Russia-based company, active in the steel industry. Its main products are sinter, coke, iron, crude steel, rolled products and ore materials. The Company offers a wide range of products such as wire rod, rebars, square bars, strips, round bars, among others. It is also involved in the coal ore mining, processing of ore materials, sale of ferrous metal products and others. Magnitogorskiy metallurgicheskiy kombinat OAO operates as a supplier for such industries as: pipelines, vehicles, railway, construction and shipbuilding, among others. Its subsidiaries include Lys'venskaya Metallurgicheskaya Kompaniya OOO, among others. The Company operates domestically, as well as exports its products to the Commonwealth of Independent States (CIS) countries, Asia, the Middle East and Europe.

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

Anton Stroutchenevski

Artem Vinogradov

Fedor Kornachev

Irina Lapshina

Rodion Lomivorotov

Svetlana Sukhanova

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