Sberbank - ALROSA PJSC (ALRS) Debt Markets Today - January 24, 2022. Geopolitics Review and Outlook, Alrosa 4Q21 Trading Update

Report

Sberbank

Alisa Zakirova ...

Cole Akeson
Ekaterina Sidorova
Igor Rapokhin
Olga Sterina
Research Team

Debt Markets Today - January 24, 2022. Geopolitics Review and Outlook, Alrosa 4Q21 Trading Update

CIS EUROBOND MARKETOn Friday, the Russian Eurobond market, despite the fact that nonresidents continued to sell, was generally paring losses. The Russia 47 outperformed (up 1.7 pp), followed by the Russia 43 (up 1.1 pp). Meanwhile, the Russia 28 ended down 0.6 pp.GOVERNMENT DEBTOFZs traded in negative territory for the second session in a row on Friday amid the weakening ruble. Yields on issues 5y and shorter climbed 5-10 bps, while issues further out on the curve added 2-5 bps in yield. Trading activity was muted, with nonresidents mainly selling and local investors mainly buying.STORIES> Russia-US proposals, Duma DNR/LNR review, more to watch this week> Alrosa reports 4Q21 trading update

24/01/2022 1 EN

Underlying

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.

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RU0007252813 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Alisa Zakirova

Cole Akeson

Ekaterina Sidorova

Igor Rapokhin

Olga Sterina

Research Team

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Debt Markets Today - January 24, 2022. Geopolitics Review and Outlook, Alrosa 4Q21 Trading Update

The Rear-View Mirror – EME markets: Turkey still on top (resend)

WOOD Daily: SOLUTION AB; JAHEZ AB; MOH GA; KOFOL CP; PEN CP; PKO PW; SHO PW; ALRS RM; 4IG HB

The Rear-View Mirror – EME markets: all indices up, Turkey outperforms the most

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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