Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 22 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ СНИЖЕНИЕ ЦЕН НА НЕФТЬ, СИМПОЗИУМ В ДЖЕКСОН-ХОУЛ, ПРОТОКОЛ ЗАСЕДАНИЯ ЕЦБ, ИНДЕКСЫ PMI И ПОЛИТИЧЕСКАЯ СИТУАЦИЯ В ИТАЛИИИндекс РТС вчера поднялся на 1,2% до 1 280 пунктов, продолжая отыгрывать отставание от аналогов в последние дни. Индекс MSCI EM и индикатор развитых рынков MSCI World завершили вчерашнюю сессию ростом. Опубликованный вчера протокол июльского заседания ФРС США не отразил однозначной позиции регулятора в отношении нового цикла снижения ставок, а сегодня интерес для инвесторов представляет начало симпозиума Федрезерва в Джексон-Хоул, а также протокол заседания ЕЦБ, предварительные индексы PMI и по-прежнему непростая ситуация в итальянском правительстве.НОВОСТИ> MSCI понизит число акций ЛУКойла в расчетной базе, но оставит коэффициент free float без изменений> На прошлой неделе потребительские цены в России продолжали снижаться> Роснефть: неоднозначные результаты за 2К19> Телефонная конференция Роснефти по результатам за 2К19: оценка капиталовложений понижена, в отношении налоговых льгот и дивидендов имеются вопросы> Результаты Башнефти за 2К19: оборотный капитал продолжает увеличиваться> Комментарии финансового директора Норникеля по дивидендам и рынку палладия> Русагро. Избыточное предложение на рынке сахара может ограничить рентабельность
Underlyings
Bashneft

ANK Bashneft' PAO, formerly ANK Bashneft' OAO is a Russia-based company, which is active within the oil and gas industry. Its principal activities include the extraction, exploration and production of crude oil and oil products. The Company operates through a number of branches and subsidiaries, including network of gas filling stations. In addition, it operates various fields, such as Yangareiskoe and Sabriyaginskoe located in the Nenetsk regions. ANK Bashneft' OAO sells its products on the domestic market, as well as abroad. In July 2013, it completed the consolidation of petrochemical assets within United Petrochemical Company (UPC). In December 2013, it acquired LLC Bashneftegazrazvedka. In February 2014, it consolidated 100 % in Bashneft Trading AG. In March 2014, it acquired LLC Burneftegaz. In August 2014, the Company acquired OPTAN network of filling stations.

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).

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.

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

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