Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 16 апреля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ХОРОШИЕ ПЕРСПЕКТИВЫ ПОСЛЕ ВЧЕРАШНЕЙ ПАУЗЫ, ХОТЯ ЯВНЫХ ФАКТОРОВ РОСТА НЕМНОГОВчера развивающиеся рынки пережили коррекцию, индекс MSCI EM отступил на 0,3%, при этом число страновых рынков, показавших негативную динамику, было чуть больше, чем тех, что выросли. Индекс РТС просел на 0,5% до 1 247 пунктов. Одной из причин консолидации глобальных рынков после недавнего роста можно считать слабые результаты ряда американских банков. НОВОСТИ> Развивающиеся рынки отмечают чистый приток капитала после четырех недель оттока> Годовой рост в промышленности России за 1К19 составил 2,1%> Нацбанк Казахстана начал смягчение денежно-кредитной политики, снизив ставку до 9%> Операционные показатели НЛМК за 1К18 и прогноз финансовой отчетности> Рост выручки Детского мира в 1К19 достиг 16,1%> Группа ЛСР: итоги 1К19 позитивны благодаря ЗИЛАРТу
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.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

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