Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 17 октября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ ПОКАЗАЛА ОПЕРЕЖЕНИЕ, ГЛОБАЛЬНЫЕ ИНВЕСТОРЫ ОСМЫСЛЯЮТ НОВОСТИ ИЗ США И РАЗВИТИЕ СОБЫТИЙ ВОКРУГ BREXITИндекс РТС вчера вырос на 1,2% до 1 347 пунктов, причем лучшие результаты торгов показали ЛУКойл и отдельные представители металлургического сектора. Россия лидировала среди наиболее ликвидных развивающихся рынков. Индекс MSCI EM прибавил 0,5%.НОВОСТИ> Годовой рост в промышленности в России в сентябре ускорился до 3,0%> Недельная инфляция в России остается нулевой> ЛУКойл переходит на выплату в виде дивидендов 100% свободных денежных потоков> Детский мир: рост выручки в 3К19 ускорился до 19,3%> ГК "Эталон" опубликовала операционные результаты за 3К19 и 9М19
Underlyings
Detsky Mir

Detskiy Mir PAO is a Russia-based company, which is primarily engaged in the children products retail sector. The Company offers a wide range of products, such as toys, clothing and footwear, baby goods, stationery, school and learning related products, creative kits, sport related products, food, car seats, furniture, among others. The Company's structure includes the chain of stores Detskiy Mir and the retail network ELC (Early Learning Center). The Company's Detskiy Mir chain comprises over 480 stores located on the territory of the Russian Federation and Kazakhstan, as well as more than 40 ECL stores. Detskiy Mir PAO is primarily active domestically and in the Commonwealth of Independent States (CIS) countries. In addition, the Company sells products online via its Website. The Company's major shareholder is AFK Sistema PAO.

Etalon Group (GDR)

Etalon Group is a real estate development and construction company. Co.'s principal activity is residential development in Saint-Petersburg metropolitan area and Moscow metropolitan area, the Russian Federation. Co. has three reportable segments: Residential Development, which includes construction of residential real estate including flats, built-in premises and parking places; Constructions Services, which includes construction services for third parties and for internal purpose; and Other Operations, which include selling of construction materials, construction of stand-alone premises for commercial use and various services related to sale and servicing of premises.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Mikhail Krasnoperov

Rodion Lomivorotov

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