Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Georgiy Ivanin
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 25 июня 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ЛОКАЛЬНЫЕ СОБЫТИЯ НИВЕЛИРОВАЛИ ГЛОБАЛЬНЫЙ ОПТИМИЗММировые рынки вчера продолжили расти на фоне оптимизма относительно нового плана экономического стимулирования в США. В то же время российские индексы по итогам дня не изменились, т. к. под давлением оказался металлургической сектор. Новость о введении экспортных пошлин на металлы в РФ спровоцировала падение котировок металлургических компаний на 3-4%.
НОВОСТИ> Российские банки: ЦБ опубликовал предложения по регулированию экосистем> Детский мир: рыночная консолидация и высокие дивиденды; рекомендация повышена до ПОКУПАТЬ> Аэрофлот: нейтральные операционные показатели за май
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.

Detsky Mir

Detskiy Mir PAO is a Russia-based company, which is primarily engaged in the children products retail sector. The Company offers a wide range of products, such as toys, clothing and footwear, baby goods, stationery, school and learning related products, creative kits, sport related products, food, car seats, furniture, among others. The Company's structure includes the chain of stores Detskiy Mir and the retail network ELC (Early Learning Center). The Company's Detskiy Mir chain comprises over 480 stores located on the territory of the Russian Federation and Kazakhstan, as well as more than 40 ECL stores. Detskiy Mir PAO is primarily active domestically and in the Commonwealth of Independent States (CIS) countries. In addition, the Company sells products online via its Website. The Company's major shareholder is AFK Sistema PAO.

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
Andrew Keeley

Andrey Kuznetsov

Georgiy Ivanin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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