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

CIS Market Daily - 15 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ОСЛАБЛЕНИЕ НАДЕЖД НА СТИМУЛИРОВАНИЕ ЭКОНОМИКИ США, САНКЦИИ ЕС, СИТУАЦИЯ В ЗАКАВКАЗЬЕИндекс РТС вчера вырос на 0,4% дo 1 160 пунктов. Пессимистичные комментарии о перспективах одобрения нового стимулирования в США оказали давление на рынок во второй половине дня. Большинство индикаторов предполагают, что сегодня утром на рынках будет наблюдаться консолидация. СМИ сообщают, что ЕС может объявить о санкциях против России, в центре внимания также остается конфликт между Арменией и Азербайджаном.
НОВОСТИ> Цены в России за минувшую неделю выросли на 0,1%> Торговая идея по X5 retail Group: покупать акции до публикации результатов и "дня инвестора"> Годовой рост EBITDA Детского мира за 3К20 может превысить 20%> ГК "Эталон" опубликовала сильные операционные результаты за 3К20
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.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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

Fedor Kornachev

Ilyas Yerzhanov

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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