Report
Alexey Kirichok ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev
  • Yaroslav Lissovolik

CIS Market Daily - 14 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - УТРЕННИЙ ФОН ПРЕИМУЩЕСТВЕННО КОНСТРУКТИВНЫЙ; В ЦЕНТРЕ ВНИМАНИЯ - СИТУАЦИЯ В БЕЛОРУССИИИндекс РТС в пятницу вырос на 0,5% до 1 223 пунктов. Для сравнения, MSCI EM упал на 0,6%. Утренние индикаторы в основном позитивны (за исключением цен на нефть). Сегодня в центре внимания будет ситуация в Белоруссии, где в выходные снова прошли уличные акции протеста. В понедельник ожидается встреча президентов Белоруссии и России.
НОВОСТИ> Динамика фондов по данным EFPR: Китай по итогам недели привлек $3 млрд, с российского рынка выведено $48 млн> В российских регионах прошли выборы> Экономика России. Парадоксальное поведение рубля при пандемии> В исполнении бюджета РФ в августе наметились перемены к лучшему, однако дефицит сохраняется> Правление Газпрома формально утвердило сокращение капиталовложений> De Beers опубликовала хорошие показатели продаж за шестой цикл> Московская биржа: несколько интересных изменений в бизнесе в целом уже учтены в цене
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.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

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

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Yaroslav Lissovolik

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch