Report
Alexander Kudrin ...
  • Andrey Krylov
  • Andrey Kuznetsov
  • Cole Akeson
  • Maria Sukhanova
  • Mikhail Krasnoperov
  • Yuri Popov

CIS Market Daily - 30 января 2018

> Комментарий трейдера по российскому рынку
> Комментарий и прогноз - В понедельник рынки пережили коррекцию, сегодня ожидаются доклад о санкциях и выступления ряда политиков
> В США вышла публичная версия "доклада об олигархах"
> Прогноз итогов заседания ФРС США. Лебединая песня Джанет Йеллен
> Kcell: улучшение показателей учтено в цене акции
> Обувь России. Результаты за 4К17: рост выручки 6,5%, рост сопоставимой выручки 11%
> Операционные результаты Русагро за 4К17: выручка упала на 18%
> Операционные результаты Группы "Черкизово" за 4К17: объемы выросли, цены снизились
Underlyings
Cherkizovo Group PJSC

Cherkizovo Group PJSC

Gruppa Cherkizovo PAO (Cherkizovo Group PJSC), formerly Gruppa Cherkizovo OAO, is a Russia-based company engaged in the food processing industry. The Company operates in such segments as: grain farming, poultry, pork, turkey and meat processing. The grain segment includes growing winter and spring wheat, sunflowers, corn, peas, barley and soybeans, among others. The meats are manufactured in full cycle producing clusters. The meat processing segment is comprised of hams, sausages, deli meats and others. Its brands include Petelinka, Mosselprom, Kurinoe Tsarstvo and Myasnaya Guberniya, among others. Gruppa Cherkizovo PAO operates domestically.

Kcell Joint Stock Company

OR PSJC

OR PAO, formerly OR OAO, is a Russia-based company, which is engaged in the footwear industry. The Company specializes in manufacture, retail and wholesale of footwear, outwear and accessories. The Company offers financial services to its customers including installment payments and cash loans. The financial strategy of the Company includes bond program implementation and unsecured loans. Its retailers portfolio is comprised of Westfalika, Emilia Estra, Rossita, Lisette and Peshekhod. The Company also owns such brands as S-TEP, all.go and Snow Guard. It operates two factories in Novosibirsk region. The Company operates domestically.

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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

Andrey Krylov

Andrey Kuznetsov

Cole Akeson

Maria Sukhanova

Mikhail Krasnoperov

Yuri Popov

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