Report
Aleksey Ryabushko ...
  • Alex Fak
  • Alexander Kudrin
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Cole Akeson
  • Igor Vasilyev
  • Julia Gordeyeva

CIS Market Daily - April 16, 2018

MARKET COMMENT - LIMITED WESTERN STRIKE ON SYRIA, US SANCTIONS IN THE NEWS TODAYRussia and other markets closed down on Friday, at least in part due to cautious positioning ahead of a potential strike from the US on Syria over the weekend. In the end, the US, along with the UK and France, did conduct a strike, though we think its limited scope will allow the market some relief this morning. What will not allow much relief is a threat made on US television of more sanctions, and some mixed developments in the ruble and oil prices.STORIES> US promise for more sanctions and Duma countersanctions> Chief Economist's View: Life in the new reality> Bashneft might pay 50% dividend for 2017 excluding Sistema gain> LSR Group 1Q18 operating results: Decent and should improve
Underlyings
LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

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

Alex Fak

Alexander Kudrin

Andrey Kuznetsov

Anton Stroutchenevski

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

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