Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Fedor Kornachev
  • Kirill Rogachev
  • Mikhail Krasnoperov

CIS Market Daily - 30 января 2019

КОММЕНТАРИЙ И ПРОГНОЗ - СЕГОДНЯ НА ПОВЕСТКЕ ДНЯ - САНКЦИИ, ФРС США, АМЕРИКАНО-КИТАЙСКИЙ ТОРГОВЫЙ КОНФЛИКТ И BREXITГлобальные рынки вчера показывали смешанную динамику: индекс MSCI EM вырос на 0,2%, MSCI Europe - на 0,7%, S&P 500 снизился на 0,1%. Котировки технологических компаний падали на разных торговых площадках; индекс NASDAQ Composite потерял 0,8%. По результатам вчерашних торгов на развивающихся рынках Россия оказалась в квинтиле лидеров: индекс РТС вырос на 1,1% до 1 191 пунктов. В числе значимых новостей сегодня - новый этап дебатов по американским санкциям, а также переговоры по американо-китайским торговым связям и Brexit.НОВОСТИ> Банк "Санкт-Петербург": аналитические заметки с роуд-шоу> Операционные результаты Русагро за 4К18: годовой рост выручки составил 25%> Операционные результаты О'КЕЙ за 4К18: скорректированная чистая выручка в рознице выросла на 0,7%> Энел Россия: выработка электроэнергии в 4К18 сократилась менее чем на 1%
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.

O Key Group

O'key Group is a Russian retailer. Co.'s principal business activity is operation of retail chain in Russia under brand name O'KEY. Co. provides customers with fresh produce (fresh foods and delicatessen products) and non-food goods (cosmetics, clothing, shoes, household cleaning products, domestic appliances, toys, sports and fitness products, etc.). Co.'s stores follow two formats: hypermarkets and supermarkets. Co. manages approximately 71 stores (42 hypermarkets and 29 supermarkets) across North Western, Southern, Central, Urals and Siberian regions.

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Mikhail Krasnoperov

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