Sberbank - ALROSA PJSC (ALRS) ... Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 17 Ð¸ÑŽÐ»Ñ 2020

Report

Sberbank

Alexander Golinsky ...

Alexey Kirichok
Alisa Zakirova
Anton Stroutchenevski
Artem Vinogradov
Ekaterina Sidorova
Fedor Kornachev
Irina Lapshina
Nikolay Minko
Research Team
Rodion Lomivorotov
Vladimir Lezhnev

17/07/2020 46 RU

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.

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RU0007252813 Moscow Exchange MICEX-RTS Russia

Global Ports Investments (GDR)

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US37951Q2021 London Stock Exchange Cyprus

Provider

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.

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Analysts

Alexander Golinsky

Alexey Kirichok

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Fedor Kornachev

Irina Lapshina

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies

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EME Equity Market – November 2022 Market performance – Turkey does it again, breezing past everyone else, once more, in November. The MSCI EM Europe Index advanced 11.6% mom in EUR terms and 16.7% mom in USD. The ISE30 index, again, boasted the best performance among our coverage, adding 18.6% mom in EUR terms and 23.9% mom in local currency (lcl) terms. Positive performances were also recorded in the WIG (+14.0% EU /13.0% lcl mom), the BUX (+12.6% EUR/12.0% lcl mom), the BET (+8.4% EUR/8.6% lcl mom), the ASE (+4.4% EUR mom) and the Czech PX (+3.2% EUR/2.6% lcl mom).

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Wood and Company

WOOD Daily: SOLUTION AB; JAHEZ AB; MOH GA; KOFOL CP; PEN CP; PKO PW; SHO PW; ALRS RM; 4IG HB

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EME Equity Market – October 2022 Market performance – in a positive month across the board, Turkey outperforms yet again. The MSCI EM Europe Index advanced by 12.7% mom in EUR terms and 14.4% mom in USD. The ISE30 was, once again, the best-performing index in our coverage, adding 23.4% mom in EUR terms and 25.2% in local currency terms. All the other indices recorded positive performances as well, with the WIG (+14.8% EUR / 11.5% lcl), the BUX (+11.4% EUR / 8.5% lcl) and the ASE (+10.3% EUR) delivering double-digit gains mom. The Czech PX advanced 5.9% EUR / 5.4% lcl mom, and the BET recorded ...

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Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 17 Ð¸ÑŽÐ»Ñ 2020

The Rear-View Mirror – EME markets: Turkey still on top (resend)

WOOD Daily: SOLUTION AB; JAHEZ AB; MOH GA; KOFOL CP; PEN CP; PKO PW; SHO PW; ALRS RM; 4IG HB

The Rear-View Mirror – EME markets: all indices up, Turkey outperforms the most

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 17 Ð¸ÑŽÐ»Ñ 2020