Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Fedor Kornachev
  • Irina Lapshina
  • Kirill Rogachev
  • Rodion Lomivorotov
  • Yuri Popov

CIS Market Daily - 1 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - КАК РАЗОЧАРОВАТЬ РЫНКИ СНИЖЕНИЕМ СТАВКИГлавной новостью среды стало снижение ставки ФРС США на 25 б. п. Это решение было вполне ожидаемым. Однако глава Федрезерва Джером Пауэлл заявил, что это всего лишь "корректировка в середине цикла", тем самым разочаровав инвесторов, ожидавших более существенного смягчения политики.НОВОСТИ> На прошлой неделе потребительские цены в России снизились на 0,1%> Итоги заседания ФРС США. Дальнейшее снижение ставки возможно, но рынок ждал большего> Роснефть приобрела крупную сеть АЗС в северо-западном регионе> Газпром нефть также может получить налоговые льготы для Приобского месторождения> Evraz: операционные результаты за 2К19 и прогноз прибыли за 1П19> Норникель: сильные производственные результаты за 2К19, рекомендация ПОКУПАТЬ с учетом позитивного прогноза цен на никель и палладий> Банк "Санкт-Петербург" объявил новую программу выкупа акций> Результаты Энел Россия за 1П19 по МСФО на уровне ожиданий. Дополнительные комментарии по продаже Рефтинской ГРЭС
Underlyings
Bank of St Petersburg

Bank St Petersburg PJSC

Bank St. Petersburg OJSC is involved in commercial banking operations within the Russian Federation. Co. is organized into three main segments: Corporate banking, which includes settlement and current accounts, deposits, credit lines and loans; operations on financial markets, which includes financial instruments trading, loans and deposits on the interbank market, dealing in foreign exchange and derivative financial instruments; and retail banking, which provides private customer current accounts, deposits, retail investment products, custody, credit and debit cards, consumer loans, mortgages and other loans to individuals.

Enel Russia

PJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.

Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

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).

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).

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

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

Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Rodion Lomivorotov

Yuri Popov

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