Report
Alisa Zakirova ...
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Georgiy Ivanin
  • Igor Rapokhin
  • Olga Sterina
  • Research Team
  • Rodion Lomivorotov
  • Sergey Kolesnikov, FRM

Долговые рынки сегодня - 19 июля 2021. Российский внешний долг в 2К21 достиг $471,2 млрд. Северсталь опубликовала отчетность за 2К21, АЛРОСА, Global Ports и МХП - операционные показатели. Армения должна получить финансовую помощь от ЕС.

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГЕврооблигации стран СНГ продолжали консолидироваться вблизи текущих уровней. Российские суверенные и корпоративные еврооблигации завершили торги без изменений, кроме выпуска Газпром-29, который подешевел на 0,2 п. п. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИВ пятницу ухудшение глобального спроса на рискованные активы оказало давление на длинные ОФЗ, доходность которых за день выросла на 1-2 б. п. При этом доходность краткосрочных выпусков снизилась на 2-4 б. п. Торговый оборот на бирже составил 25 млрд руб., причем почти две трети этой суммы пришлось на трех-четырехлетние выпуски.НОВОСТИ> Внешний долг России в 2К21 достиг $471,4 млрд> Северсталь опубликовала операционные и финансовые результаты за 2К21> МХП: операционные показатели за 2К21> АЛРОСА: операционные показатели за 2К21> Global Ports: операционные результаты за 2К21> Годовая инфляция на Украине в июне стабилизировалась на уровне 9,5%> Экономический рост в Казахстане в июне составил 4,9%, оставшись практически на уровне мая> Нацбанк Белоруссии повысил ставку на 75 б. п.> Рост экономики Белоруссии в 1П21 ускорился> Армения должна получить от Евросоюза 2,6 млрд евро на развитие и инвестиции
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.

Global Ports Investments (GDR)

MHP SE Sponsored GDR RegS

MHP is a holding company. Through its subsidiaries, Co. is engaged in poultry and related operations, grain growing, as well as other agricultural operations. Co.'s poultry and related operations integrate all functions related to the production of chicken, including hatching, fodder manufacturing, raising chickens to marketable age, processing and marketing of branded chilled products and include the production and sale of chicken products, sunflower oil, mixed fodder and convenience food products. Grain growing produces and sells grains. Other agricultural operations comprise the production and sale of cooked meat, sausages, beef, milk, goose meat, foie gras, fruit and feed grains.

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Georgiy Ivanin

Igor Rapokhin

Olga Sterina

Research Team

Rodion Lomivorotov

Sergey Kolesnikov, FRM

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