Report
Alexey Bulgakov ...
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Kirill Rogachev
  • Rodion Lomivorotov

Долговые рынки сегодня - 15 августа 2019

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке суверенных еврооблигаций вновь наблюдался значительный рост цен на фоне резкого сниже-ния доходности гособлигаций США. Длинные выпуски опередили рынок, подорожав на 2 п. п., обороты в этом сегменте были невысокими, а покупки совершали по большей части нерезиденты. Основная активность наблюдалась в среднесрочных выпусках, которые прибавили в цене по 0,7-1,1 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДоходности ОФЗ выросли на 2-3 на фоне снижения интереса к риску. Со стороны нерезидентов наблюдались продажи, а со стороны локальных инвесторов - покупки. Обороты составили 55 млрд руб., из них 12 млрд пришлось на ОФЗ-29006 и 13 млрд руб. - на ОФЗ-26214. НОВОСТИ> Потребительские цены в России за неделю снизились на 0,1%> Газпром опубликовал статистику поставок газа за 1П19> Экономический рост в Казахстане в июле замедлился> BGEO опубликовал финансовые результаты за 2К19
Underlyings
Bank of Georgia GDR

Bank of Georgia Group

BGEO Group is a holding company. Together with its subsidiary, JSC Bank of Georgia (the Bank) and other subsidiaries, Co. makes up a group of companies that provide banking, insurance, real estate, utility, leasing, beverage production and distribution, brokerage and investment management services to corporate and individual customers. Co. has two operating segments: banking business, which comprises: retail banking and payment services, corporate investment banking and wealth management operations and banking operations in Belarus; and investment business, which comprises Co.'s stakes in Georgia Healthcare Group PLC, Georgia Global Utilities, m2 Real Estate, Aldagi and Teliani Valley.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

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
Alexey Bulgakov

Alisa Zakirova

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Kirill Rogachev

Rodion Lomivorotov

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