Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Fedor Kornachev
  • Irina Lapshina
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

Debt Markets Today - July 17, 2020

CIS EUROBOND MARKETIn the Russian Eurobond market, activity has shifted to the middle of the curve. Yesterday, the Russia 28 and 35 outperformed, adding 0.3 pp apiece.GOVERNMENT DEBTThe CBR's blackout period begins today, and yesterday Deputy Governor Alexei Zabotkin gave an interview in which he delivered slightly more hawkish comments than we had seen from the CBR governor. He said the bank will consider further rate cuts at this month's meeting but that much of the scope for cuts had already been used up (see the separate story below).STORIES> Consumer demand recovery helps manufacturing subsectors in June> CBR's Zabotkin gives interview to Reuters> Alrosa posts weak 2Q20 trading update as expected> Global Ports releases 2Q20 operating results> Kyrylo Shevchenko becomes new NBU governor> Azerbaijan trip notes: Managing through the pandemic
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.

Global Ports Investments (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
Alexander Golinsky

Alexey Kirichok

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Fedor Kornachev

Irina Lapshina

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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