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 - 7 марта 2018

КОММЕНТАРИЙ И ПРОГНОЗ - С УХОДОМ СТОРОННИКА СВОБОДНОГО РЫНКА ГЭРИ КОНА УГРОЗА НОВЫХ ГЛОБАЛЬНЫХ ТОРГОВЫХ ВОЙН УСИЛИТСЯ
Россия вчера отстала от аналогов, но в итоге показала позитивную динамику. Сегодня в центре внимания – предположительный уход в отставку главного экономического советника Белого дома Гэри Кона, связанный с намерением Дональда Трампа ввести протекционистские тарифы. В ответ рынки снижаются: фьючерсы на индекс S&P 500 упали на 1,3%, на Индекс РТС – на 0,6%.


НОВОСТИ
> В феврале годовая инфляция оставалась на уровне 2,2%
> Прогноз результатов Polymetal за 2П17: давление расходов, вероятно, скажется на рентабельности
> Результаты Норильского Никеля за 2П17 по МСФО: нет определенности вокруг дивидендов и капиталовложений
> Отчетность Ростелекома за 4К17: EBITDA соответствует ожиданиям, прогноз на 2018 год консервативный
> Группа ЛСР: отличные результаты за 2017 год за счет изменения стандартов отчетности и однократных статей
Underlyings
LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

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).

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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

Other Reports on these Companies
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