Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Igor Vasilyev
  • Julia Gordeyeva
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - March 28, 2018

MARKET COMMENT - SOUR TURN IN US TECH STOCKS LAST NIGHT DRAGGING ON MARKETS TODAY
The RTS gained 1.1% yesterday to reach 1,244, versus a 0.2% gain for the MSCI EM. The US market, especially tech, collapsed yesterday (NASDAQ Composite -2.9%), and this is dragging on APAC markets and global futures this morning. The weekly EIA report and US macro releases are the obvious focal points on today’s schedule.

STORIES
> Russian inflation to rise to 3.2% in 2018 on higher food prices
> LSR Group sells its reinforced concrete plant Barrikada
> Aeroflot February and 2m18 group operating results: Weak as expected
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.

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)

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

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

Rodion Lomivorotov

Sergei Konygin

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