Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Svetlana Sukhanova
  • Yuri Popov

CIS Market Daily - 22 августа 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ЕЩЕ ОДИН ДЕНЬ РОСТА В РОССИИ И НА РАЗВИВАЮЩИХСЯ РЫНКАХВчера настрой в России и на развивающихся рынках вновь был оптимистичным: индекс РТС поднялся на 0,6% до 1 072 пунктов, а MSCI EM прибавил 1,0%. Первый этап слушаний в Сенате в отношении России, который состоялся, когда московская сессия подходила к концу, практически не повлиял на динамику рынка.НОВОСТИ> Сенатские слушания в США не принесли почти ничего нового; соратник Дональда Трампа признал в суде свою вину> Банк России возобновил покупки иностранной валюты> Финансовые результаты Polymetal за 1П18: прибыль на уровне ожиданий, все проекты реализуются по плану; колебания курса рубля компенсировали снижение цен на золото> Прогноз результатов Московской биржи за 2К18: приличный комиссионный доход за квартал> Результаты МТС за 2К18 по МСФО: высокие показатели, выше консенсус-прогнозов> Рентабельность Детского мира в 2К18 продолжала расти> Минэкономразвития не устраивает 14%-я норма доходности проектов по модернизации
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.

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

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.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Mikhail Krasnoperov

Svetlana Sukhanova

Yuri Popov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch