Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova
  • Vladimir Lezhnev

CIS Market Daily - 11 марта 2021

КОММЕНТАРИЙ И ПРОГНОЗ - УМЕРЕННАЯ ИНФЛЯЦИЯ В США И НЕОЖИДАННЫЕ ПОЛИТИЧЕСКИЕ НОВОСТИ ОКАЗАЛИ ПОДДЕРЖКУ РЫНКАМИндекс MSCI ACWI вчера повысился на 0,5%. Фондовые рынки получили поддержку, т. к. данные по инфляции в США не преподнесли сюрпризов, а Конгресс одобрил пакет стимулирующих мер на $1,9 трлн. Россия была в числе отстающих, индекс РТС снизился на 0,2% после опережающего роста днем ранее. Сегодня в центре внимания отчетность компаний, ежемесячный отчет ОПЕК и решение ЕЦБ.
НОВОСТИ> Профицит текущего счета РФ за 2М21 составил $13,1 млрд> Правительство планирует скорректировать механизм демпфера> Показатели ЛУКойла за 4К20: чистая прибыль ниже, чем ожидалось; свободные денежные потоки соответствуют прогнозам> Итоги телефонной конференции ЛУКойла, посвященной отчетности за 4К20> АЛРОСА: хорошие результаты продаж за февраль> Результаты Банка "Санкт-Петербург" за 4К20 по МСФО: хорошее завершение года, осторожный прогноз> VEON приобретает частоты в Бангладеш> ОГК-2 провела телефонную конференцию по итогам 2020 года
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.

OGK-2

OGK-2 JSC is primarily engaged in the generation and sale of electric and heat power. Co. consists of the following power stations (plants): Troitskaya GRES, Stavropolskaya GRES, Pskovskaya GRES, Serovskaya GRES, Surgutskaya GRES-1, Kirishkaya GRES, Ryazanskaya GRES, Novochercasskaya GRES, Krasnoyarskaya GRES-2, and Cherepovetskaya GRES.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

VimpelCom Ltd. ADS

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

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

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  • Research Team
  • Rodion Lomivorotov

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