Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Cole Akeson
  • Fedor Kornachev
  • Research Team
  • Svetlana Sukhanova

CIS Market Daily - 24 марта 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ФОНДОВЫЕ РЫНКИ ПОД ДАВЛЕНИЕМ ИЗ-ЗА ОПАСЕНИЙ, ЧТО ВОССТАНОВЛЕНИЕ ЭКОНОМИКИ БУДЕТ МЕДЛЕННЫМ; РОССИЯ В ЧИСЛЕ ОТСТАЮЩИХГлобальные рынки вчера отступали на фоне опасений, что восстановление после пандемии будет медленнее и слабее, чем ожидалось. Индекс MSCI ACWI снизился на 0,8%. Россия оказалась в числе отстающих, индекс РТС упал на 2,2% до 1 436 пунктов на фоне снижения цен на нефть и политических опасений. Утренние индикаторы для глобального и российского рынков указывают на дальнейшее снижение.
НОВОСТИ> Прирост доли рынка HeadHunter: так ДЕРЖАТЬ> Повышение оценки РУСАЛа привело к росту оценки En+; в энергетическом сегменте потенциал роста исчерпан> Результаты ГК "Эталон" за 2П20 по МСФО: валовая рентабельность практически достигла цели на 2024 год> Телефонная конференция Группы ЛСР по результатам за 2020 год по МСФО: относительно дивидендов ясности пока нет> Прогноз показателей Глобалтранса за 2П20; ожидается комментарий по дивидендам> Правительство РФ обсуждает варианты дальнейшей поддержки Аэрофлота
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.

En+ Group International Public Joint-Stock Company

Etalon Group (GDR)

Etalon Group is a real estate development and construction company. Co.'s principal activity is residential development in Saint-Petersburg metropolitan area and Moscow metropolitan area, the Russian Federation. Co. has three reportable segments: Residential Development, which includes construction of residential real estate including flats, built-in premises and parking places; Constructions Services, which includes construction services for third parties and for internal purpose; and Other Operations, which include selling of construction materials, construction of stand-alone premises for commercial use and various services related to sale and servicing of premises.

Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

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
Anastasia Khakhaeva

Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

Research Team

Svetlana Sukhanova

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