Sberbank - CIS Market Daily - 9 февраля 2021

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Sberbank

Andrey Kuznetsov ...

Andrey Gromadin
Anna Kotelnikova
Cole Akeson
Research Team

CIS Market Daily - 9 февраля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЕФЛЯЦИОННОЕ РАЛЛИ ВЧЕРА ПРОДОЛЖИЛОСЬ; СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ ОТЧЕТНОСТЬ М.ВИДЕО И РЕШЕНИЕ MSCI ПО TCS GROUPГлобальные рынки снова подросли, особенно позитивной была динамика цикличных секторов. Инвесторов по-прежнему обнадеживали перспективы стимулирования американской экономики. Индекс РТС вырос на 2,1% - до 1 462 пунктов, заметно опередив MSCI EM (плюс 0,3%). Сегодня М.Видео опубликует операционную отчетность и проведет "день инвестора", а MSCI объявит итоги февральского пересмотра, по итогам которого ожидается включение в индексную базу TCS Group.
НОВОСТИ> Ожидаются нейтральные результаты компаний за 4К20 и значительное улучшение в 2021 году

09/02/2021 15 RU

Provider

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.

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Analysts

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Research Team

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CIS Market Daily - 9 февраля 2021

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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