Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Research Team

CIS Market Daily - 1 июня 2021

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ ОПЕК+, НАТО, ПРОИЗВОДСТВЕННЫЕ ИНДЕКСЫ PMI И РЕГУЛИРОВАНИЕ РОССИЙСКОГО МЕТАЛЛУРГИЧЕСКОГО СЕКТОРАИндекс РТС вчера снизился на 0,4% до 1 598 пунктов, но если бы акции торговались с учетом дивидендов, он остался бы без изменений. Однако в любом случае российский индикатор отставал от аналогов - MSCI EM вчера прибавил 1,1%, в основном за счет роста азиатских рынков, которые имеют наибольший вес в индексе. Сегодня в центре внимания инвесторов будет заседание ОПЕК+, возможная встреча руководства российских металлургических компаний с министром промышленности РФ, а также саммит министров стран НАТО и производственные индексы PMI.
НОВОСТИ> НОВАТЭК почти ввел в эксплуатацию четвертую линию Ямал СПГ> Результаты Аэрофлота за 1К21 по МСФО: поддержку оказали внутренние перелеты
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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

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

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Fedor Kornachev

Research Team

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