Report
Andrey Gromadin ...
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Dmitry Troshin
  • Ekaterina Usanova
  • Georgiy Ivanin
  • Konstantin Samarin
  • Maria Martynova
  • Mikhail Krasnoperov
  • Research Team
  • Sergey Donskoy
  • Yuri Popov

CIS Market Daily - 26 января 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ПРОЯВЛЯЮТ ОСТОРОЖНОСТЬ, ОЖИДАЯ ИТОГОВ ЗАСЕДАНИЯ ФРС; РОССИЙСКИЙ РЫНОК УТРОМ НАСТРОЕН БОЛЕЕ ОПТИМИСТИЧНОАкции роста (growth stocks) вчера испытывали давление - рынки ждут итогов заседания ФРС и опасаются повышения ставок. Индекс РТС вчера продемонстрировал рост впервые за три сессии, поднявшись на 0,7% до 1 297 пунктов. Сегодня нефть и рубль дорожают, и утренние индикаторы для российского рынка также выглядят оптимистично. Для глобального рынка основным событием сегодня будут комментарии ФРС, а для российского рынка - геополитические новости.
НОВОСТИ> МВФ понизил прогноз роста мировой экономики на 2022 год> Прогноз итогов заседания ФРС: будут ли действия регулятора еще жестче?> Рынок нефти консолидируется в преддверии статистики EIA по запасам и результатов заседания ФРС> Газпром подготовил ТЭО монгольского участка "Силы Сибири - 2"> АЛРОСА: ставка на "безвредный" углерод> Детский мир: операционные результаты за 4К21> Группа ЛСР: операционные показатели за 2021 год выше консервативного прогноза менеджмента
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.

Detsky Mir

Detskiy Mir PAO is a Russia-based company, which is primarily engaged in the children products retail sector. The Company offers a wide range of products, such as toys, clothing and footwear, baby goods, stationery, school and learning related products, creative kits, sport related products, food, car seats, furniture, among others. The Company's structure includes the chain of stores Detskiy Mir and the retail network ELC (Early Learning Center). The Company's Detskiy Mir chain comprises over 480 stores located on the territory of the Russian Federation and Kazakhstan, as well as more than 40 ECL stores. Detskiy Mir PAO is primarily active domestically and in the Commonwealth of Independent States (CIS) countries. In addition, the Company sells products online via its Website. The Company's major shareholder is AFK Sistema PAO.

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.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

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
Andrey Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Dmitry Troshin

Ekaterina Usanova

Georgiy Ivanin

Konstantin Samarin

Maria Martynova

Mikhail Krasnoperov

Research Team

Sergey Donskoy

Yuri Popov

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