Report
Alex Fak ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Plastinin
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin
  • Valery Nesterov

CIS Market Daily - 20 февраля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК НЕМНОГО ОТСТУПИЛ, А ГЛОБАЛЬНЫЕ ИНДИКАТОРЫ ПРОЯВИЛИ СДЕРЖАННОСТЬ НА ФОНЕ ОГРАНИЧЕННОГО НОВОСТНОГО ПОТОКА
Рыночные индикаторы в среднем изменились незначительно. Индекс РТС отступил на 0,3% – до 1 259 пунктов, а MSCI EM подрос на 0,1%. При этом нефть прибавила в цене 1,3%, а основные цветные металлы подешевели более чем на 1%. Сегодня утром Индекс РТС, скорее всего, откроется либо на уровнях предыдущего закрытия, либо чуть ниже. Значимых событий и публикаций сегодня ожидается мало.


НОВОСТИ
> Рост экономической активности в январе после слабого 4К17
> Рост цен на нефть должен обеспечить НОВАТЭКу более высокую прибыль за 4К17
> НОВАТЭК выиграл аукцион на приобретение газовых активов АЛРОСА
> Sual Partners выкупает долю ОНЭКСИМа в РУСАЛе
> KAZ Minerals собирается конкурировать с Норильским Никелем за Баимское месторождение меди
> Прогноз результатов Mail.ru Group за 4К17: хороший рост выручки и высокая рентабельность
Underlyings
KAZ Minerals PLC

Kaz Minerals is a holding company. Co. and its subsidiaries operates in the natural resources industry through five divisions: Bozshakol, Aktogay and East Region, which are engaged in the mining and processing of copper and other metals in Kazakhstan; Bozymchak, which is engaged in the mining and processing of copper and gold in Kyrgyzstan; as well as Mining Projects, which is engaged in the development of metal deposits and processing facilities in Kazakhstan. Co. operates the Bozshakol and Aktogay open pit copper mines in Pavlodar and the East Region of Kazakhstan, three underground mines in the East Region of Kazakhstan and the Bozymchak copper-gold mine in Kyrgyzstan.

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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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
Alex Fak

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Kirill Plastinin

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Valery Nesterov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch