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

CIS Market Daily - 9 апреля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НЕФТЬ ДОРОЖАЕТ В ОЖИДАНИИ ДОГОВОРЕННОСТЕЙ ОБ ОГРАНИЧЕНИИ ДОБЫЧИ, ПРОЧИЕ УТРЕННИЕ ИНДИКАТОРЫ ТАКЖЕ ОПТИМИСТИЧНЫИндекс РТС вчера обогнал аналоги и вырос на 1,3% до 1 115 пунктов, хотя в центре внимания был американский рынок, где индекс S&P 500 прибавил 3,4%. Настрой рынков сегодня будут формировать ожидания того, что нефтедобывающие страны мира уже к вечеру договорятся о скоординированном сокращении добычи. Позитивные новости об эпидемиологической ситуации в основных регионах мира, в особенности в США, также способствуют хорошему настроению.
НОВОСТИ> Владимир Путин объявил о новых антикризисных мерах> В первую неделю апреля цены в России выросли на 0,3% и, вероятно, продолжат повышаться> Минфин в 2К20 примет решение об оказании поддержки АЛРОСА> Яндекс: стойкий, но не защищенный> Капиталовложения Россетей на 2020 год могут быть скорректированы> Генкомпании из-за эпидемии коронавируса попросили перенести сроки ремонта и отменить штрафы за отключение мощностей> Правительство Казахстана пересмотрело бюджет: дефицит может составить 10% ВВП
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.

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

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

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch