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

CIS Market Daily - 13 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛАВНАЯ ТЕМА - УДАЛЕННАЯ РАБОТА, А ТАКЖЕ МЕРЫ США ПРОТИВ ИНВЕСТИЦИЙ В КИТАЙВчера на основных рынках главной темой стали перспективы удаленной работы. Оптимизм, вызванный итогами выборов в США и новостями о вакцине Pfizer, сошел на нет, и внимание инвесторов снова сосредоточилось на проблемах, вызванных пандемией. Негатива добавили сообщения о том, что президент США издал новый указ, частично ограничивающий инвестиции в ценные бумаги Китая (хотя в целом эффект был ограниченным, поскольку вскоре Дональд Трамп покинет пост президента). Большинство индикаторов, значимых для российского рынка, сегодня утром указывают на спад.
НОВОСТИ> Экономика России. Ежемесячный обзор. В структуре сбережений россиян увеличивается доля наличности и ценных бумаг> Дефицит бюджета России в ноябре-декабре может достичь 2,9 трлн руб.> Отток капитала из России в октябре составил $8,9 млрд> Динамика ВВП России значительно улучшилась в 3К20> Полюс опубликовал хорошую финансовую отчетность за 3К20 по МСФО> Полюс представил результаты предварительного технико-экономического обоснования по Сухому Логу> АЛРОСА опубликовала хорошие результаты за 3К20 по МСФО, доходность свободных денежных потоков составила 4%> Результаты TCS Group за 3К20: успешный квартал, но доходность кредитов снизилась> Прогноз результатов QIWI за 3К20 по МСФО
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.

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

Qiwi Plc Sponsored ADR Class B

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

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

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