Sberbank - Bank of St Petersburg (BSPBP) ... CIS Market Daily - 28 Ð½Ð¾ÑÐ±Ñ€Ñ 2018

Report

Sberbank

Alexey Kirichok ...

Andrew Keeley
Andrey Kuznetsov
Cole Akeson
Irina Lapshina
Kirill Rogachev

CIS Market Daily - 28 Ð½Ð¾ÑÐ±Ñ€Ñ 2018

28/11/2018 16 RU

Underlyings

Bank of St Petersburg

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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.

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RU0009100945 Moscow Exchange MICEX-RTS Russia

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).

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RU0007288411 Moscow Exchange MICEX-RTS Russia

Norilsk Nickel

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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

Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Other Reports on these Companies

Sberbank

CIS Market Daily - February 11, 2022

MARKET COMMENT - HIGHEST US CPI IN FOUR DECADES, NORMANDY IMPASSE SIGNAL DECLINESAlthough markets were flat to positive early in the day, the US CPI report came in higher than expected and broke a four-decade record, sending US indexes down 1.6-2.1% by the close. Russia had outperformed, the RTS climbing 0.8% to 1,547. However, the combination of global markets repricing US inflation and rates risks, and a downbeat impasse from yesterday's Normandy talks, has left major Russia indicators down 1-3% this morning.STORIES> Alrosa's January sales: Year-over-year drop in revenues a bullish sign> Nor...

February 11, 2022 February 11, 2022 1 EN

Sberbank

Долговые рынки сегодня - 11 февраля 2022. АЛРОСА опубликовала данные по продажам за январь; Норникель и ФосАгро представили финансовые результаты за 2021 год

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГРезкое повышение доходности гособлигаций США вчера оказало давление на цены суверенного долга развивающихся рынков. В сегменте 10-летних обязательств российские бумаги выглядели гораздо более устойчивыми, чем аналоги, и подешевели всего на 0,3 п. п. В прочих сегментах суверенных бумаг слабее рынка выглядел выпуск Россия-47 (минус 1,1 п. п.). ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНерезиденты вчера более активно продавали ОФЗ, т. к. инфляция в США оказалась выше прогнозов, и доходности гособлигаций США выросли. Однако еще до публикации ИПЦ в США рынок ОФЗ испытывал давление,...

February 11, 2022 February 11, 2022 1 RU

Sberbank

Debt Markets Today - February 11, 2022. Alrosa January Sales; Nornickel, PhosAgro 2021 Financials

CIS EUROBOND MARKETA sharp increase in US Treasury yields following the higher than expected US CPI prints put pressure on EM sovereign debt yesterday. Russia's 10y sovereign Eurobonds fared better than peers, dropping only 0.3 pp in price. The Russia 47 underperformed with a 1.1 pp decline.GOVERNMENT DEBTInternational offers in the OFZ market picked up yesterday after the higher than expected US CPI readings and the resulting jump in US Treasury yields. However, the mood in the market was a bit downbeat even before that due to the acceleration in domestic inflation reported on Wednesday. The ...

February 11, 2022 February 11, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 28 Ð½Ð¾ÑÐ±Ñ€Ñ 2018

CIS Market Daily - February 11, 2022

Долговые рынки сегодня - 11 февраля 2022. АЛРОСА опубликовала данные по продажам за январь; Норникель и ФосАгро представили финансовые результаты за 2021 год

Debt Markets Today - February 11, 2022. Alrosa January Sales; Nornickel, PhosAgro 2021 Financials

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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CIS Market Daily - 28 Ð½Ð¾ÑÐ±Ñ€Ñ 2018