Report
Andrey Gromadin ...
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Maria Martynova
  • Research Team
  • Sergey Donskoy

CIS Market Daily - 16 декабря 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ ВОССТАНАВЛИВАЮТСЯИтоги вчерашнего заседания Комитета по открытым рынкам ФРС США не стали сюрпризом для рынка. Федрезерв дал понять, что завершит программу выкупа активов в конце 1К22 и повысит ставку трижды и в 2022, и в 2023 году. Американский рынок акций вырос на 1,6-2,2%. Российские фондовые индексы в среду изменились несущественно: индекс РТС просел на 0,5%, но сегодня утром открылся значительным повышением.
НОВОСТИ> Потребительская инфляция в России на прошлой неделе осталась низкой> В 3К21 темпы роста замедлились во всех отраслях, кроме добывающей> Нефть подорожала после публикации данных EIA и итогов заседания ФРС> Операционные результаты Газпрома: с начала декабря экспорт значительно сократился> Норникель: возобновляем освещение> Росавиация: по предварительным данным, снижение пассажиропотока российских авиалиний в ноябре ускорилось
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.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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 Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Dmitry Troshin

Georgiy Ivanin

Konstantin Samarin

Maria Martynova

Research Team

Sergey Donskoy

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