Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Svetlana Sukhanova
  • Vladimir Lezhnev

CIS Market Daily - 19 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ - КОНФЕРЕНЦИИ, ОПЕРАЦИОННЫЕ РЕЗУЛЬТАТЫ; ПЕРЕГОВОРЫ О ПАКЕТЕ СТИМУЛИРУЮЩИХ МЕР В США ПРОДОЛЖАЮТСЯВ пятницу изменения на глобальных рынках были незначительными. Индексу РТС удалось подняться менее чем на один пункт до 1 133 пунктов. Основные участники переговоров по пакету стимулирования экономики США выступили с противоречивыми заявлениями. Опубликованные сегодня в Китае данные по промышленному производству и розничным продажам превысили прогнозы, но статистика по ВВП оказалась слабее ожиданий. На российском рынке в центре внимания будут операционные и финансовые результаты компаний, а также решение ЦБ РФ по ставке.
НОВОСТИ> Определенность в тарифной политике Транснефти снижает риски для дивидендов> АЛРОСА представила хорошие операционные показатели за 3К20> Переговоры TCS Group и Яндекса прекращены> Прогноз результатов VEON за 3К20 по МСФО> Прогноз показателей Mail.ru Group за 3К20> Прогноз показателей Яндекса за 3К20 по US GAAP> Яндекс и TCS Group прекратили обсуждение "потенциальной сделки"
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.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

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.

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

VimpelCom Ltd. ADS

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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

Cole Akeson

Irina Lapshina

Research Team

Svetlana Sukhanova

Vladimir Lezhnev

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