Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrey Kuznetsov
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Svetlana Sukhanova

CIS Market Daily - 12 апреля 2021

КОММЕНТАРИЙ И ПРОГНОЗИндекс РТС за отчетную неделю упал на 3,2%, тогда как MSCI EM прибавил 1,7%. Российский рынок находится под давлением из-за опасений инвесторов относительно ситуации на Украине, небольшого ослабления котировок нефтяных компаний (возможно, связанного с периодической волатильностью цен на нефть), а также на фоне частичного перетока инвесторов на глобальных рынках из отраслей с перспективами роста в недооцененные сектора.НОВОСТИ> Впервые за три месяца зафиксирован чистый отток капитала из акций развивающихся рынков> АЛРОСА: результаты продаж за март, предварительная оценка прибыли за 1К21> Норникель объявил, что выплатит дивиденды за 2П20 на сумму $2,1 млрд и выкупит акции на $2 млрд> Ozon: FMCG и приток новых продавцов должны обеспечить рост оборота
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.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

Ozon Holdings

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

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Research Team

Svetlana Sukhanova

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