Sberbank - ALROSA PJSC (ALRS) CIS Market Daily - September 11, 2019

Report

Sberbank

Aleksey Ryabushko ...

Alexey Kirichok
Andrey Kuznetsov
Andrey Gromadin
Anna Kotelnikova
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Fedor Kornachev
Irina Lapshina
Rodion Lomivorotov

CIS Market Daily - September 11, 2019

MARKET COMMENT - SLIGHT MOVES IN MARKETS AND BOLTON DEPARTSThe RTS yesterday edged up 0.3% to 1,344 on thin volumes. This was a mild outperformance versus peers, the MSCI EM slipping 0.2% and the MSCI World (DM) ending the day flat. The departure of US National Security Advisor John Bolton has grabbed many global financial press headlines, while APAC markets are seeing press speculation this morning that China will launch new stimulus and offer the US greater purchases of agricultural goods, potentially a significant move in the ongoing trade war.STORIES> US national security advisor departs> Private sector registers capital inflow in August> Finance Ministry may extend additional taxation for oil sector> Alrosa posts weak August sales> Russian Railways, coal companies discuss coal market in Kemerovo

11/09/2019 14 EN

Underlying

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.

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RU0007252813 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Aleksey Ryabushko

Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Rodion Lomivorotov

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CIS Market Daily - September 11, 2019

The Rear-View Mirror – EME markets: Turkey still on top (resend)

WOOD Daily: SOLUTION AB; JAHEZ AB; MOH GA; KOFOL CP; PEN CP; PKO PW; SHO PW; ALRS RM; 4IG HB

The Rear-View Mirror – EME markets: all indices up, Turkey outperforms the most

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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