Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Irina Lapshina
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

Долговые рынки сегодня - 11 сентября 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГПовышенная волатильность базовых ставок обусловила сдержанную динамику цен российских суверенных еврооблигаций. По итогам торгов изменились лишь котировки Россия-28 (плюс 0,2 п. п.) и Россия-43 (минус 0,2 п. п.).ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИСнижение доходности ОФЗ вчера наблюдалось с самого утра, но вечером оно ускорилось на фоне резкого укрепления рубля и комментариев зампреда ЦБ РФ Алексея Заботкина (подробнее см. отдельный комментарий ниже). По итогам торгов доходности ОФЗ в середине кривой и на длинном участке просели на 5-10 б. п. Активность на рынке была высокой: обороты составили 34 млрд руб. Основные объемы обеспечили локальные участники рынка, тогда как нерезиденты были малоактивны.НОВОСТИ> ЦБ представил проект основных направлений ДКП, сопроводив его комментариями> Газпром в июле - августе увеличил поставки газа через Силу Сибири> Продажи АЛРОСА выросли в августе> Росприроднадзор подал иск к "дочке" Норникеля на сумму 148 млрд руб.> Годовой рост потребительских цен на Украине в августе ускорился до 2,5%> Годовая инфляция в Белоруссии ускорилась до 5,6% на фоне ослабления национальной валюты
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.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Irina Lapshina

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch