Report
Anastasia Khakhaeva ...
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Chernyshev
  • Arthur Cherkesov
  • Cole Akeson
  • Fedor Kornachev
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 24 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЕЗКОЕ ВОСПРИЯТИЕ ПОЛИТИЧЕСКИХ РИСКОВ СМЯГЧИЛОСЬ НА ФОНЕ ОТСУТСТВИЯ НОВОСТЕЙ; РУБЛЬ И НЕФТЬ ПОДОРОЖАЛИИндекс РТС во вторник повысился на 2,1% дo 1 662 пунктов на фоне значительно возросших объемов торгов после падения на 5,5% в понедельник, когда объемы торгов также были вдвое больше обычного. Сегодня утром котировки фьючерсов на индекс РТС поднялись еще на 2%. Поддержку российскому рынку оказал рост цен на нефть более чем на 3%. Рубль вчера вечером укрепился более чем на 1% после сообщений о том, что главы генштабов России и США провели телефонные переговоры. Еще одним фактором поддержки был настрой на мировых фондовых рынках.НОВОСТИ> Нефть дорожает, т. к. задействованные объемы стратегических резервов оказались ниже ожиданий; инвесторы ждут данных по запасам углеводородов в США> Совет директоров Татнефти рекомендовал дивиденды за 3К21 в размере 9,98 руб. на акцию> Рост потребительского кредитования в РФ в октябре замедлился> Прогноз результатов АФК "Система" за 3К21 по МСФО> Результаты QIWI за 3К21 по МСФО на уровне ожиданий, прогноз повышен, дивиденды такие же, как кварталом ранее> Операционные показатели Аэрофлота за октябрь чуть лучше предварительных результатов, опубликованных ранее Росавиацией
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.

Qiwi Plc Sponsored ADR Class B

Sistema PJSFC

Sistema is a telecommunications and technology investment group based in Russia. Co. invests in, and manages a range of companies which operate in the telecommunications, oil and energy, high technology, banking and other sectors. The main focus of Co.'s activities is service-based industries. Co.'s operations are organized along four segments: Telecommunications, Technology and Industry, Consumer Assets and Oil and Energy. Through its subsidiaries, Co.'s activities include: wireless telecommunications services , IT and systems integration, cable TV, manufacturing of radiotechnical equipment, oil, gas and energy production, banking activities, trading and investing and financing activities.

Sistema PJSFC Sponsored GDR RegS

TATNEFT (PREF A)

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

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

Andrew Keeley

Andrey Gromadin

Anton Chernyshev

Arthur Cherkesov

Cole Akeson

Fedor Kornachev

Georgiy Ivanin

Konstantin Samarin

Research Team

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