Report
Alexander Golinsky ...
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Kirill Rogachev
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov

Долговые рынки сегодня - 21 августа 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ российских суверенных еврооблигациях сохраняется негативная динамика. Вчера длинные выпуски подешевели на 1,3-1,4 п. п., а среднесрочные - на 0,4-0,9 п. п. Заметно упали в цене и суверенные выпуски стран СНГ: Казахстана - на 1,3 п. п., Белоруссии - на 0,5-0,8 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИВчера утром доходность среднесрочных ОФЗ выросла на 5-8 б. п., а бумаг со сроками более 10 лет - на 3-5 б. п. На эти уровнях ОФЗ начали покупать как локальные участники рынка, так и нерезиденты (особенно это было заметно в длинных выпусках), однако в дальнейшем доходности не снижались и завершили день вблизи этих уровней. Оборот вырос до 19 млрд руб.НОВОСТИ> В июле экономика России продолжала восстанавливаться> ЦБ РФ опубликовал данные банковского сектора за июль> Свободные денежные потоки Газпром нефти в 2К20 были отрицательными из-за высоких капиталовложений> Результаты BGEO за 2К20 по МСФО: доход на капитал вновь превысил 20%, несмотря на давление на прибыль
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 Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

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

Alisa Zakirova

Andrew Keeley

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Kirill Rogachev

Nikolay Minko

Research Team

Rodion Lomivorotov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch