Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Kirill Rogachev

CIS Market Daily - 3 декабря 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ВЛАДИМИР ПУТИН ВЫСТУПИЛ ЗА ПРОДЛЕНИЕ ДОГОВОРЕННОСТЕЙ ОПЕК+; США И КИТАЙ ЗАШЛИ В ТУПИКВ пятницу большинство рынков (за исключением США) демонстрировали вялую динамику, индекс РТС снизился на 1,3%. Главными новостями с саммита "большой двадцатки" на выходных стали комментарии Владимира Путина о том, что соглашение ОПЕК+ будет продлено (хотя детали пока не известны), а также сообщения о том, что США и Китай договорились отложить введение новых взаимных протекционистских мер на 90 дней. На этом фоне растут цена Брент и фондовые индексы АТР. Вместе с тем ситуация вокруг Украины менее оптимистична. На текущей неделе в центре внимания будет саммит ОПЕК (со вторника по пятницу) и выступление главы ФРС США Джерома Пауэлла в Конгрессе.НОВОСТИ> Приток капитала на развивающиеся рынки замедлился; отставание России обусловлено геополитическими факторами> В 3К18 Газпром вышел на уровень безубыточности по свободным денежным потокам> Банк "Санкт-Петербург" объявил новую дивидендную политику> ВТБ опубликовал результаты за октябрь и за 10М18 по МСФО
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.

Chemed Corporation

Chemed purchases, operates and divests subsidiaries engaged in business activities. The company conducts its business operations in two segments: the VITAS segment (VITAS) and the Roto-Rooter segment (Roto-Rooter). The VITAS segment provides hospice and palliative care services to its patients through a network of physicians, registered nurses, home health aides, social workers, clergy and volunteers. The Roto-Rooter segment provides plumbing, drain cleaning, water restoration and other related services to residential and commercial customers.

Cherkizovo Group PJSC

Gruppa Cherkizovo PAO (Cherkizovo Group PJSC), formerly Gruppa Cherkizovo OAO, is a Russia-based company engaged in the food processing industry. The Company operates in such segments as: grain farming, poultry, pork, turkey and meat processing. The grain segment includes growing winter and spring wheat, sunflowers, corn, peas, barley and soybeans, among others. The meats are manufactured in full cycle producing clusters. The meat processing segment is comprised of hams, sausages, deli meats and others. Its brands include Petelinka, Mosselprom, Kurinoe Tsarstvo and Myasnaya Guberniya, among others. Gruppa Cherkizovo PAO operates domestically.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Kirill Rogachev

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