Report
Andrey Kuznetsov ...
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 13 августа 2020

КОММЕНТАРИЙ И ПРОГНОЗ - УТРЕННИЙ ФОН НЕОДНОЗНАЧЕН, В ЦЕНТРЕ ВНИМАНИЯ - РЕШЕНИЕ MSCI ПО БУМАГАМ ЯНДЕКСА, СТАТИСТИКА ИЗ США И КНРИндекс MSCI EM вчера вырос на 0,3%, РТС - на 0,9% до 1 307 пунктов после того, как утренняя неоднородная динамика в итоге переросла в очередное ралли глобальных рынков. Сегодня утром индикаторы вновь неоднозначны. В центре внимания инвесторов - включение Яндекса в индексы MSCI и данные по заявкам на пособие по безработице в США.
НОВОСТИ> MSCI Russia: итоги августовской ребалансировки индексов> Дефицит бюджета РФ по итогам 7М20 достиг 1,5 трлн руб.> SberIndex: на минувшей неделе потребительские расходы снизились> На прошлой неделе потребительские цены в России впервые за год снизились на 0,1%> Коммерческий директор Магнита уходит в отставку> Детский мир: открытие торговой идеи покупать акции в преддверии "дня инвестора"> Годовая инфляция на Украине в июле осталась на уровне 2,4%
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.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

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
Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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