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

Долговые рынки сегодня - 13 мая 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВо вторник благодаря позитивной конъюнктуре глобальных рынков большую часть дня (до вечернего усиления рискофобии, когда ликвидность на торгах суверенными еврооблигациями снизилась) российские суверенные обязательства продолжали дорожать, однако рост наблюдался в основном в середине кривой, за исключением выпуска Россия-47, прибавившего в цене 0,9 п. п. Чуть меньше выросли Россия-35 и Россия-28.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ торги вчера проходили активно: в среднем участке кривой наблюдался высокий спрос со стороны нерезидентов, а в длинном локальные инвесторы предпочли зафиксировать прибыль. По итогам дня доходность в середине кривой снизилась на 10 б. п., а у длинных бумаг упала на 2 б. п. Обороты на рынке составили 35 млрд руб.НОВОСТИ> Глава Роснефти предоставил свежую информацию по капиталовложениям и проекту "Восток Ойл"> Роснефть: прогноз финансовых результатов за 1К20> АЛРОСА сообщила о практически нулевых продажах алмазов за апрель> GeoPro Mining: финансовая отчетность за 2019 год по МСФО> Годовая инфляция в Белоруссии в апреле ускорилась до 5,4%> Белоруссия и Россия готовы скорректировать условия соглашения по кредиту на БелАЭС> Банковский сектор Грузии: ожидаются убытки по итогам 1К20 по МСФО
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.

Bank of Georgia GDR

Bank of Georgia Group

BGEO Group is a holding company. Together with its subsidiary, JSC Bank of Georgia (the Bank) and other subsidiaries, Co. makes up a group of companies that provide banking, insurance, real estate, utility, leasing, beverage production and distribution, brokerage and investment management services to corporate and individual customers. Co. has two operating segments: banking business, which comprises: retail banking and payment services, corporate investment banking and wealth management operations and banking operations in Belarus; and investment business, which comprises Co.'s stakes in Georgia Healthcare Group PLC, Georgia Global Utilities, m2 Real Estate, Aldagi and Teliani Valley.

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

TBC Bank Group

TBC Bank Group is a holding company. Through JSC TBC Bank and its subsidiaries, Co. is engaged in universal banking operations that include corporate, small and medium enterprises, retail and micro operations within Georgia.

TBC Bank Joint Stock Co

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

Alexander Sychev

Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrew Keeley

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Irina Lapshina

Kirill Rogachev

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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