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

Долговые рынки сегодня - 13 ноября 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНесмотря на существенное снижение доходности государственных облигаций США, динамика рос-сийских суверенных еврооблигаций остается сдержанной. Лучший результат показали Россия-35, подорожавшие на 0,3 п. п. до 125,5%.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДоходности ОФЗ вчера следовали за курсом рубля. В первой половине дня доходности выпусков от 10 лет включительно повысились на 2 б. п., но затем начали снижаться, и по итогам дня опустились на 1-2 б. п. Обороты также значительно выросли - до 32 млрд руб., причем основная часть (11 млрд руб.) пришлась на пятилетние ОФЗ-26226 (октябрь 2026).НОВОСТИ> Экономика России. Ежемесячный обзор. В структуре сбережений россиян увеличивается доля наличности и ценных бумаг> Дефицит бюджета России в ноябре - декабре может достичь 2,9 трлн руб.> Отток капитала из России в октябре составил $8,9 млрд> Динамика ВВП России значительно улучшилась в 3К20> АЛРОСА: хорошие результаты за 3К20 по МСФО> Полюс опубликовал финансовые результаты за 3К20 по МСФО> Результаты TCS Group за 3К20: успешный квартал, но доходность кредитов снизилась> Ипотека-банк разместил долларовые облигации под 5,5%
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.

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

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.

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

Andrew Keeley

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