Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Nikolay Minko
  • Vladimir Lezhnev

CIS Market Daily - 16 декабря 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ИНДЕКС РТС В ПЯТНИЦУ ВЫРОС НЕЗНАЧИТЕЛЬНО, НО ПРЕОДОЛЕЛ ОТМЕТКУ 1 500 ПУНКТОВ, И НА ЭТОЙ НЕДЕЛЕ МОЖЕТ ПРИБАВИТЬ ЕЩЕ БОЛЬШЕВ пятницу индекс РТС выглядел слабее аналогов, поднявшись по итогам дня на 0,3% до 1 501 пункта, тогда как MSCI EM прибавил 1,5%. Между тем за неделю индекс РТС вырос на 3,7%, что едва ли может вызвать разочарование: в итоге он достиг максимальной отметки за более чем шесть лет. Ближе к вечеру настрой на глобальных торговых площадках несколько ухудшился: участники рынка США отметили, что после сообщений о неофициальном достижении торговых договоренностей между США и Китаем никаких подробностей так и не появилось. Сегодня утром настрой на глобальных рынках умеренно позитивный; новых факторов, способных повлиять на динамику торгов, не наблюдается.НОВОСТИ> Чистый приток капитала в акции развивающихся рынков отмечается седьмую неделю подряд> Итоги заседания ЦБ РФ. После снижения ставки на 25 б. п. регулятор сделает паузу> Российские производители золота: рекомендация понижена до ДЕРЖАТЬ> Детский мир открывает магазины нового сверхмалого формата
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.

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.

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

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

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Nikolay Minko

Vladimir Lezhnev

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