Report
Alexander Golinsky ...
  • Alexander Sychev
  • Alexey Bulgakov
  • Alexey Kirichok
  • Alisa Zakirova
  • Ekaterina Sidorova
  • Irina Lapshina
  • Nikolay Minko
  • Vladimir Lezhnev

Долговые рынки сегодня - 19 февраля 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГЦены российских суверенных еврооблигаций начали расти на фоне снижения доходности гособлигаций США, однако объявление о санкциях США против "дочки" Роснефти частично нивелировало их рост. По итогам дня Россия-47 подорожали на 1,5 п. п., а Россия-28 - на 1,3 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДоходности ОФЗ выросли в пределах 1-4 б. п. ввиду ухудшившегося восприятия рисков на глобальных рынках. Однако когда Минфин объявил, какие выпуски будут предложены на сегодняшних аукционах, и установил лимит на размещение десятилетнего выпуска ОФЗ-26228 в размере 20 млрд руб., доходности начали снижаться и по итогам торгов опустились на 1-3 б. п. Обороты составили 24 млрд руб.НОВОСТИ> Апелляционный суд Гааги подтвердил решение от 2014 года в пользу акционеров ЮКОСа> В правительстве обсуждается предложение Минфина повысить налоги для горнодобывающих компаний> Сибур объявил результаты за 4К19 по МСФО> Газпром разместил десятилетние долларовые еврооблигации на $2 млрд
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.

Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

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
Alexander Golinsky

Alexander Sychev

Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Ekaterina Sidorova

Irina Lapshina

Nikolay Minko

Vladimir Lezhnev

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