Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 18 октября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ПЕРСПЕКТИВЫ СОГЛАШЕНИЯ ПО BREXIT, УДРУЧАЮЩИЕ ДАННЫЕ ПО ВВП КИТАЯ И КОММЕНТАРИИ ЦБ РФИндексы РТС (1 353 пункта) и MSCI EM прибавили вчера по 0,4%, восприятие риска было в целом позитивным. Новость о том, что Великобритания и ЕС практически договорились о Brexit, скорее обнадежила, чем разочаровала, глобальные рынки. Данные по ВВП Китая за 3К19 оказались хуже ожиданий и вызвали ослабление на рынках АТР. Сегодня в центре внимания будут комментарии председателя ЦБ РФ. НОВОСТИ> Экономическая активность в России. В сентябре и 3К19 экономический рост ускорился> АЛРОСА: операционные результаты за 3К19 и прогноз прибыли> Совет директоров Северстали рекомендовал выплатить за 3К19 дивиденды в размере 27,47 руб. на акцию> Вышли данные ЦБ по банковскому сектору за сентябрь> Прогноз показателей Яндекса за 3К19 по US GAAP> Прогноз показателей Mail.ru Group за 3К19> Операционные результаты X5 Retail Group за 3К19: рост выручки замедлился до 12,8%> Прогноз результатов X5 Retail Group за 3К19 по МСФО: мы ожидаем, что рентабельность по EBITDA составит 7,0%> En+. Больше энергии> Экспортеры угля получили от РЖД новые скидки
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.

En+ Group International Public Joint-Stock Company

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Aleksey Ryabushko

Alexey Kirichok

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

Rodion Lomivorotov

Svetlana Sukhanova

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