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

CIS Market Daily - 26 февраля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ ЦЕН НА НЕФТЬ И УКРЕПЛЕНИЕ РУБЛЯ, ВОЗВРАЩЕНИЕ РЕЙТИНГА ИНВЕСТИЦИОННОЙ КАТЕГОРИИ И НЕ ТОЛЬКО
Глобальные рынки выросли в пятницу, когда в России отмечали национальный праздник: индекс MSCI ACWI поднялся на 1,1%. Повышению цен на нефть способствовали заявления в Саудовской Аравии, а также прочие факторы. Еще одной позитивной новостью стало возвращение России рейтинга инвестиционной категории. В числе политических событий и макроэкономических данных, ожидаемых на этой неделе, отметим выступления президента ЕЦБ Марио Драги и главы ФРС Джерома Пауэлла.


НОВОСТИ
> Экономика Грузии. Экономический рост замедляется, но становится более сбалансированным
> Результаты РУСАЛа за 4К17 по МСФО: денежные расходы превысили $1 600 на тонну алюминия
> Результаты VEON за 4К17: слабая EBITDA, но высокий свободный денежный поток и высокие дивиденды
> EPAM Systems: перспективы на 2018 год уже учтены в котировках
Underlyings
EPAM Systems Inc.

Epam Systems is a provider of software product development and digital platform engineering services to customers located around the world, primarily in North America, Europe, Asia and Australia. The company's industry services include financial services, travel and consumer, software and hi-tech, business information and media, life sciences and healthcare, as well as other industries.

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.

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Kirill Plastinin

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

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