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

CIS Market Daily - 24 октября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ ВЧЕРА НЕМНОГО ОПЕРЕДИЛА ДРУГИЕ РАЗВИВАЮЩИЕСЯ РЫНКИ; СЕГОДНЯ ОЖИДАЮТСЯ РЕШЕНИЯ ПО ПРОЦЕНТНЫМ СТАВКАМ ЕЦБ И РЯДА ДРУГИХ ЦЕНТРОБАНКОВИндекс РТС вчера вырос на 0,3% до 1 392 пунктов, индекс MSCI EM отступил на 0,3%. Лучшие результаты торгов показали Сургутнефтегаз, ЛУКойл и TCS Group. Всемирный банк опубликовал рейтинги Doing Business. Сегодня глобальные рынки ждут решения ЕЦБ по ставке и комментариев США в отношении Китая. Большинство глобальных индикаторов сегодня утром остаются без изменений или указывают на небольшой рост, и только на фондовом рынке в Шанхае наблюдается некоторое снижение. Российский рубль ночью немного подешевел.НОВОСТИ> Недельная инфляция в России ускорилась до 0,1%> Прогноз итогов заседания ЦБ РФ: ожидается снижение ставки на 50 б. п. в октябре и на столько же в декабре> Президентский полпред в ДФО и глава АЛРОСА прокомментировали ситуацию на рынке алмазов> ГДР TCS Group допущены к торгам на Московской бирже> X5 Retail Group: основные тезисы "дня инвестора"> Новая стратегия Россетей ориентирована на акционеров, допэмиссия может быть оплачена акциями дочерних предприятий
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.

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

Nikolay Minko

Rodion Lomivorotov

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