Report
Alexey Bulgakov ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Irina Lapshina
  • Rodion Lomivorotov

Долговые рынки сегодня - 16 августа 2019

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке российских суверенных облигаций вслед за снижением доходности гособлигаций США вновь наблюдался рост цен. Также сохраняется спрос со стороны нерезидентов. Обороты вчера были несколько выше средних и сосредоточены преимущественно в средней части кривой. Наибольший рост показали Россия-35, подорожавшие на 0,7 п. п. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИИнтерес к риску на глобальных рынках продолжал снижаться. На этом фоне доходность на рынке ОФЗ с утра росла, но активность была невысокой. Позднее данный рост был нивелирован при невысоких объемах. Активность наблюдалась лишь со стороны локальных инвесторов. Обороты торгов составили 20 млрд руб.НОВОСТИ> Годовой рост промышленного производства в России в июле составил 2,8%> Расходы бюджета РФ в июле выросли> De Beers смягчает условия для покупателей алмазов> Агентство Fitch повысило кредитные рейтинги Газпрома и Газпром нефти> Интерпайп обратился к держателям дефолтных еврооблигаций с просьбой дать согласие на реструктуризацию
Underlyings
ALROSA PJSC

AK Alrosa PAO. AK Alrosa PAO (Aktsionernaya kompaniya ALROSA PAO or ALROSA Company PJSC), formerly AK Alrosa OAO, is a Russia-based company which is principally engaged in the exploration, mining, manufacture and sales of diamonds. Its operations include five Integrated Mining and Processing Complexes: Mirny, Udachny, Aikhal, Anabar and Nyurba located in the Sakha Republic; sorting divisions and diamond cutting and polishing division. The Company is a member of variable diamonds associations. It operates through several representative offices, branches and subsidiaries, including Alrosa-Nyurba OAO, Almazy Anabara OAO and Severalmaz OAO.

Gazprom (GDR)

Gazprom Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

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.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

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
Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Irina Lapshina

Rodion Lomivorotov

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