Report
Alexey Kirichok ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 11 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПОСЛЕ ВЧЕРАШНЕЙ ПЕРЕДЫШКИ СЕГОДНЯ УТРОМ РАЛЛИ ПРОДОЛЖАЕТСЯВчера многие рынки взяли паузу после роста, продолжавшегося больше недели. Индекс MSCI EM отступил на 1,0%, а РТС - на 0,3% (до 1 233 пунктов). Сегодня утром, впрочем, позитивная динамика возобновилась. В центре внимания инвесторов опубликованные итоги пересмотра индексов MSCI, конференция ЕЦБ, ежемесячный отчет ОПЕК, а для развивающихся рынков интерес также представляют итоги распродажи Alibaba в День холостяков.
НОВОСТИ> Статистика по розничным инвесторам: новый рекордный приток в октябре> Объявлены итоги ноябрьского пересмотра индекса MSCI Russia> АЛРОСА: хорошие результаты продаж за октябрь> TCS Group: ожидаются сильные результаты за 3К20> Прогноз результатов Интер РАО за 3К20 по МСФО: новой информации после недавней презентации стратегии не ожидается
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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

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
Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Research Team

Vladimir Lezhnev

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