Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 25 августа 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ О ВЗАИМООТНОШЕНИЯХ США И КИТАЯ, А ТАКЖЕ НАДЕЖДЫ НА ЛЕЧЕНИЕ ОТ COVID-19 ВЧЕРА ПОДДЕРЖАЛИ РЫНКИВчера динамика глобальных рынков в целом была положительной: индекс MSCI ACWI вырос на 1,1%. Индекс РТС поднялся на 1,5% и к закрытию почти достиг 1 282 пунктов. Позитивные комментарии на тему американо-китайских торговых переговоров и обнадеживающие сообщения о методах лечения COVID-19 поддержат глобальный настрой во вторник.
НОВОСТИ> По некоторым данным, De Beers снизила цены на алмазы в рамках текущего сайта> Продажи М.Видео за 1П20 выросли на 8%, EBITDA - на 20%> РусГидро: результаты за 2К20 по МСФО должны быть сильными, но в центре внимания будут не показатели> Глобалтранс: в ожидании прогноза дивидендов на 2П20
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.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

M Video

M.video PAO (formerly known as M.video OAO) is a Russia-based consumer electronics and home appliance retail chain. M.video PAO operates through numerous stores in over 100 cities, as well as through online store within the Russian Federation. It offers audio, video, digital, small and large home appliances, media and entertainment products, as well as accessories. It also offers products delivery and repair services. In addition, the Company provides management and consulting services for holding companies and for companies active in the financial and industrial sectors. M.video PAO operates through two wholly owned subsidiaries, located in Moscow. As of December 31, 2011, the Company's major shareholder was Svece Limited with a stake of 67.78%.

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

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Mikhail Krasnoperov

Research Team

Vladimir Lezhnev

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