Report
Andrey Gromadin ...
  • 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 - January 26, 2022

MARKET COMMENT - MARKETS CAUTIOUS AHEAD OF FED; RUSSIA MORE BULLISH EARLY ONGrowth stocks have been under pressure due to rates concerns ahead of tonight's Fed decision. The RTS gained 0.7% to 1,297 for its first rise in three sessions. Oil, the ruble and pre-market indicators look bullish today. The Fed commentaries will likely guide global markets, while geopolitical news remains a key driver for Russia. STORIES> IMF downgrades 2022 GDP growth forecasts> Federal Reserve Preview: Poised for a hawkish surprise?> Gazprom proceeds with FEED for Mongolian part of Power of Siberia 2> Alrosa: Offering carbon's good side> Detsky Mir 4Q21 trading update: Revenues up 6.3% y-o-y, LFL sales growth turns negative> LSR Group: 2021 trading update above conservative guidance
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 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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