Report
Alexander Kudrin ...
  • Andrew Keeley
  • Andrey Krylov
  • Andrey Kuznetsov
  • Cole Akeson
  • Elena Tsareva
  • Irina Lapshina
  • Kirill Plastinin
  • Mikhail Krasnoperov

CIS Market Daily - 19 февраля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - МЮЛЛЕР, МАГНИТ, ВТБ, НОРИЛЬСКИЙ НИКЕЛЬ И ДРУГИЕ НОВОСТИ
В пятницу российский рынок был на одном уровне с аналогами, а по итогам недели опередил их, чему не помешали даже негативные новости, вызвавшие обвал котировок Магнита и Норильского Никеля на 8–10%. Сегодня рынок будет анализировать сообщения о том, что спецпрокурор США Роберт Мюллер выдвинул обвинения против 13 россиян. Мы полагаем, что прогноз для рынка на понедельник в начале торгов скорее негативный, но в дальнейшем есть хороший потенциал для улучшения, так как внешний фон выглядит благоприятно.


НОВОСТИ
> Спецпрокурор США Роберт Мюллер предъявил обвинения российским гражданам
> Норильский Никель: игра в новом инвестиционном цикле
> ВТБ. Банк преподнес сюрприз
> Магнит. Конец эпохи
Underlyings
Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

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).

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Alexander Kudrin

Andrew Keeley

Andrey Krylov

Andrey Kuznetsov

Cole Akeson

Elena Tsareva

Irina Lapshina

Kirill Plastinin

Mikhail Krasnoperov

Other Reports on these Companies
Other Reports from Sberbank

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