Report
Anton Chernyshev ...
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Maria Martynova
  • Research Team
  • Sergey Donskoy

CIS Market Daily - 11 февраля 2022

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ ВЫСОКАЯ ИНФЛЯЦИЯ В США И ГЕОПОЛИТИКАГлобальные фондовые рынки вчера росли большую часть дня, пока в США не вышли данные, которые показали, что годовая инфляция достигла нового максимума за 40 лет. На этом фоне основные американские фондовые индексы упали на 1,6-2,1%. Индекс РТС вчера вырос на 0,8% до 1 547 пунктов.
НОВОСТИ> Данные по инфляции в США вызвали резкие колебания цен на нефть; рынок ждет отчета МЭА> Сокращение выручки АЛРОСА в январе с уровня годичной давности - хороший знак> Результаты Норникеля за 2021 год по МСФО: несколько неприятных сюрпризов> Интер РАО представило хорошие операционные результаты за 4К21
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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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
Anton Chernyshev

Cole Akeson

Dmitry Troshin

Georgiy Ivanin

Maria Martynova

Research Team

Sergey Donskoy

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