Sberbank - ALROSA PJSC (ALRS) CIS Market Daily - August 31, 2017

Report

Sberbank

Alexander Kudrin

CIS Market Daily - August 31, 2017

> Trader's comment on Russian market
> Market comment - Ruble appetites yesterday, retreat in oil prices this morning
> Deflation resumes last week; prices fall 0.2%
> Basic sector output growth decelerates in July
> Investment growth accelerates in 2Q17
> Lukoil may sell trading unit
> ALROSA 2Q17 review: EBITDA margin recovers on better product mix
> VTB 7m17 IFRS results: Earnings solid but provisions rise
> MegaFon 2Q17 results: Market improvement feeding into numbers
> Lenta delivers stable margins in 1H17, increases rollout guidance

31/08/2017 16 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

Alexander Kudrin

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CIS Market Daily - August 31, 2017

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

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