Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Andrey Krylov
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Igor Vasilyev
  • Irina Lapshina
  • Julia Gordeyeva
  • Kirill Plastinin
  • Maria Sukhanova
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 2 марта 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ПАДЕНИЕ КОТИРОВОК, СТАЛЬНЫЕ НЕРВЫ И ПОЛИТИКА
Вчерашние неоднозначные и не вполне конкретные заявления американской администрации о введении импортных пошлин на сталь и алюминий спровоцировали рост турбулентности на глобальных рынках, которые еще до этого были подвержены влиянию негативных тенденций. Среди наиболее значимых событий пятницы и предстоящих выходных отметим очередное заявление британского премьера Терезы Мэй по проблеме выхода Великобритании из ЕС, выступление управляющего Банка Англии Марка Карни, голосование членов Социал-демократической партии Германии по вопросу об участии в правительственной коалиции и парламентские выборы в Италии. Впрочем, все эти события актуальны прежде всего для Европы в целом и лишь опосредованно и ненадолго могут повлиять на российский рынок.

НОВОСТИ
> FTSE: локальные акции Магнита и МегаФона вместо ГДР
> "План Путина" на 2018-2024 годы: социальная политика, рост и новое оружие
> В феврале инфляция в Казахстане оставалась умеренной
> НБУ повысил учетную ставку второй раз в этом году
> Показатели Evraz за 2017 год: новые рекорды
> Mail.ru Group: хорошие результаты за 4К17 и благоприятные прогнозы
> Прогноз результатов Детского мира за 4К17: хорошие показатели, несмотря на демографическое давление
> Аэрофлот: в 4К17 динамика удельной выручки стала положительной
Underlyings
Aeroflot Russian Airlines

PJSC Aeroflot Russian Airlines is an international air transport company which is engaged in operations in Russia. The principal activity of Co. is the provision of passenger and cargo air transportation services both domestically and internationally and other aviation services from its base at Moscow Sheremetevo Airport. Co. and its subsidiaries also includes activities comprising airline catering, the operation of a hotel and insurance services. Associated undertakings mainly comprise hotel and duty-free retail businesses. The principal business segments are airline operations, airline catering, hotel operations and other.

Detsky Mir

Detskiy Mir PAO is a Russia-based company, which is primarily engaged in the children products retail sector. The Company offers a wide range of products, such as toys, clothing and footwear, baby goods, stationery, school and learning related products, creative kits, sport related products, food, car seats, furniture, among others. The Company's structure includes the chain of stores Detskiy Mir and the retail network ELC (Early Learning Center). The Company's Detskiy Mir chain comprises over 480 stores located on the territory of the Russian Federation and Kazakhstan, as well as more than 40 ECL stores. Detskiy Mir PAO is primarily active domestically and in the Commonwealth of Independent States (CIS) countries. In addition, the Company sells products online via its Website. The Company's major shareholder is AFK Sistema PAO.

Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

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

Andrey Krylov

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Kirill Plastinin

Maria Sukhanova

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

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