Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Andrew Keeley
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Elena Tsareva
  • Igor Vasilyev
  • Irina Lapshina
  • Julia Gordeyeva
  • Kirill Plastinin
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 14 марта 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РАЗВИТЫЕ РЫНКИ ВЧЕРА ОТСТУПАЛИ; ВНИМАНИЕ ИНВЕСТОРОВ ПРИКОВАНО К ПОЛИТИЧЕСКИМ СОБЫТИЯМ В ВЕЛИКОБРИТАНИИ И США
Россия вчера торговалась на уровне аналогов: фондовые индексы развивающихся рынков незначительно подросли. Развитые рынки ушли вниз, причем основная вина за это возложена на политические события в США, хотя, по нашему мнению, снижение обусловлено нормализацией волатильности и отсутствием позитивных катализаторов. Сегодня внимание глобальных и российских инвесторов будет приковано к действиям Лондона в ответ на отравление Сергея Скрипаля, недельным данным по рынку нефти и выступлениям представителей ЕЦБ.


НОВОСТИ
> Положительное сальдо счета текущих операций в России за 2М18 составило $20,8 млрд.
> В феврале промышленное производство в Казахстане выросло на 6,1%
> Прогноз результатов АЛРОСА за 4К17 по МСФО: в центре внимания - меры по сокращению расходов
> TCS Group: сильные результаты за 4К17, стоимость риска и доход лучше прогнозов
> Российские операторы мобильной связи. Снова ценовая война? Мы так не считаем
> Группа ЛСР, по данным Коммерсанта, продает ЖБИ-6
Underlyings
ALROSA PJSC

AK Alrosa PAO. AK Alrosa PAO (Aktsionernaya kompaniya ALROSA PAO or ALROSA Company PJSC), formerly AK Alrosa OAO, is a Russia-based company which is principally engaged in the exploration, mining, manufacture and sales of diamonds. Its operations include five Integrated Mining and Processing Complexes: Mirny, Udachny, Aikhal, Anabar and Nyurba located in the Sakha Republic; sorting divisions and diamond cutting and polishing division. The Company is a member of variable diamonds associations. It operates through several representative offices, branches and subsidiaries, including Alrosa-Nyurba OAO, Almazy Anabara OAO and Severalmaz OAO.

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)

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

VEON Ltd. Sponsored ADR

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

Alexander Kudrin

Andrew Keeley

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Elena Tsareva

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Kirill Plastinin

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies
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  • Olga Sterina
  • Research Team
  • Rodion Lomivorotov

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