Report
Alisa Zakirova ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Igor Rapokhin
  • Nikolay Minko
  • Olga Sterina
  • Research Team
  • Rodion Lomivorotov

Долговые рынки сегодня - 13 мая 2021

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГРост доходности КО США спровоцировал резкое снижение цен российских суверенных еврооблигаций. Длинные выпуски подешевели на 0,8-1,0 п. п., среднесрочные - на 0,3-0,4 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ продолжился рост доходности, по итогам дня он составил 3-6 б. п. вдоль кривой. Факторами давления cтали слабые итоги аукционов Минфина (см. отдельный комментарий ниже) и ухудшение конъюнктуры глобальных рынков после публикации данных по инфляции в США за апрель. Обороты на бирже выросли до 18,3 млрд руб.НОВОСТИ> Итоги аукционов ОФЗ: Минфин предоставил значительные премии> AЛРОСА опубликовала хорошие результаты продаж за апрель> Экспортная цена Газпрома для дальнего зарубежья почти достигла $200 за тыс. куб. м газа> Годовая инфляция в Казахстане в апреле осталась на уровне 7%
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.

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
Alisa Zakirova

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Igor Rapokhin

Nikolay Minko

Olga Sterina

Research Team

Rodion Lomivorotov

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