Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Anastasia Khakhaeva
  • Andrey Gromadin
  • Anna Kotelnikova
  • Ekaterina Sidorova
  • Irina Lapshina
  • Nikolay Minko
  • Research Team
  • Svetlana Sukhanova
  • Vladimir Lezhnev

Долговые рынки сегодня - 11 августа 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ длинных выпусках суверенных российских еврооблигаций продолжается ралли: в частности, выпуск Россия-47 вчера подорожал на 2,9 п. п. до 144%. Движение прочих длинных выпусков было ограничено 0,7-0,8 п. п. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИАктивность на рынке ОФЗ в понедельник была крайне низкой: обороты составили всего 2,3 млрд руб. До-ходности существенно не изменились.НОВОСТИ> Недельная динамика вложений в ОФЗ> ЦБ РФ продлил часть регуляторных послаблений банкам, высвободил часть буфера по необеспеченным потребительским кредитам> Июльские продажи АЛРОСА: признаков восстановления пока нет> Прогноз результатов МТС за 2К20> В августе существенно выросли спотовые цены на газ, задолго до начала отопительного сезона
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 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.

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

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
Alexander Golinsky

Alexey Kirichok

Alisa Zakirova

Anastasia Khakhaeva

Andrey Gromadin

Anna Kotelnikova

Ekaterina Sidorova

Irina Lapshina

Nikolay Minko

Research Team

Svetlana Sukhanova

Vladimir Lezhnev

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