Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Andrew Keeley
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Elena Tsareva
  • Igor Vasilyev
  • Irina Lapshina
  • Julia Gordeyeva
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 7 мая 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ ЦЕН НА НЕФТЬ И БЛАГОПРИЯТНЫЙ ВНЕШНИЙ ФОН ПОДДЕРЖАЛИ РОССИЙСКИЙ РЫНОКВ пятницу ситуация была благоприятной для российских акций, которые получил поддержку благодаря повышению цен на нефть и позитивному настрою на зарубежных рынках, особенно там, где торги проходят позже. Индекс РТС повысился в пятницу на 1,6% до 1 147 пунктов, тогда как MSCI EM снизился на 0,1%. Утренние индикаторы сегодня внушают оптимизм, а в календаре преобладают политические события.НОВОСТИ> Помесячная инфляция в апреле составила 0,4%> АЛРОСА объявила дивиденды за 2017 год в размере 5,24 руб. на акцию> Операционные результаты Московской биржи за 4М18: сильная динамика в акциях, слабее - в остальных сегментах> Результаты Mail.ru Group за 1К18: давление со стороны расходов отчасти носило тактический характер> Прогноз результатов EPAM Systems за 1К18 по US GAAP: ослабление доллара обеспечит рост выручки
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.

EPAM Systems Inc.

Epam Systems is a provider of software product development and digital platform engineering services to customers located around the world, primarily in North America, Europe, Asia and Australia. The company's industry services include financial services, travel and consumer, software and hi-tech, business information and media, life sciences and healthcare, as well as other industries.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

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
Aleksey Ryabushko

Alexander Kudrin

Andrew Keeley

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Elena Tsareva

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

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