Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 27 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - "ВАКЦИННОЕ" РАЛЛИ ПОШЛО НА СПАД; В ИНДЕКС РТС ДОБАВЛЕНЫ НОВЫЕ ЭМИТЕНТЫДинамика глобальных рынков в четверг была неоднозначной. Цены на нефть снизились, а сектора, которым сравнительно выгодны карантинные ограничения, снова оказались в центре внимания, поскольку энтузиазм инвесторов, связанный с успехами вакцинологов, явно пошел на спад. МосБиржа объявила итоги квартального пересмотра своих фондовых индексов.
НОВОСТИ> Газпром на 2% сократил газовую инвестпрограмму на следующий год> Результаты Банка "Санкт-Петербург" за 3К20 по МСФО: хороший квартал, доход на капитал 13%> X5 Retail Group обдумывает размещение цифрового бизнеса, ожидает сильные сопоставимые продажи в декабре> Результаты РусГидро за 3К20 по МСФО: по итогам 2020 года прогнозируется обесценение на сумму 20 млрд руб.
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.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Fedor Kornachev

Ilyas Yerzhanov

Mikhail Krasnoperov

Research Team

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