Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 20 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - НАМЕКИ НА УЛУЧШЕНИЕ ОТНОШЕНИЙ США - КНР СПОСОБСТВУЮТ РОСТУ РОССИИ И РАЗВИВАЮЩИХСЯ РЫНКОВИндекс РТС вчера вырос на 0,6% до 1 248 пунктов, российский рынок в целом показал результат на уровне аналогов. Глобальные рынки получили поддержку на фоне сообщений о том, что торговые переговоры между США и Китаем стали более конструктивными, хотя пока никаких существенных изменений не произошло. Кроме того, инвесторы стали рассчитывать на то, что центробанки начнут стимулировать экономику. Сегодня утром рынки АТР продолжают идти вверх, однако курс рубля и динамика фьючерсов указывают на то, что торги в России откроются на уровнях предыдущей сессии.НОВОСТИ> Внешние негативные факторы и вялый потребительский спрос ограничивают рост российской экономики> ЛУКойл выкупит с рынка бумаги на $1,7 млрд в рамках оферты> АЛРОСА: слабые результаты за 1П19 по МСФО; корпоративный прогноз выручки на 2019 год существенно понижен> Результаты QIWI за 2К19 превысили консенсус-оценки> Показатели Русагро за 2К19: EBITDA выросла по сравнению с 2К18 на 16%
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.

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).

Qiwi Plc Sponsored ADR Class B

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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 Kirichok

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

Svetlana Sukhanova

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