Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Maria Sukhanova
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova

CIS Market Daily - July 17, 2018

MARKET COMMENTThe RTS fell 0.7% to 1,181, while the MSCI EM declined 0.5%. Brent tumbled 4.6% on the back of several bearish news items, including reports of more Saudi supply than expected reaching markets and a possible release to come of US strategic reserves. A mixed backdrop this morning suggests a moderately weak open for the RTS, while continued reactions to yesterday's presidential summit and today's Fed testimony will likely be in focus for Russian and global markets.
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.

Kcell Joint Stock Company

Megafon

MegaFon is a mobile telecommunications operating group based in Russia. Co. maintains its own network of 4G, LTE protocol, providing a full range of mobile services across the country (Moscow, Moscow Region, Novosibirsk, Samara, Vladivostok, Ufa, Krasnodar Territory, Sochi, Saint-Petersburg, Kazan, Kostroma). Co. also offers fixed broadband, digital TV and IP-telephony in Moscow and in the Moscow, Belgorod, Voronezh, Kursk, Lipetsk and Orel regions. In addition, Co. provides broadband Internet access in the Volga region and the Far East. Co.'s subsidiaries maintain operations in Tajikistan, Abkhazia and South Ossetia.

MegaFon PJSC

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

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