Report
Alexey Kirichok ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Svetlana Sukhanova

CIS Market Daily - 21 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК ВОССТАНОВИЛСЯ БЛАГОДАРЯ РУБЛЮ И НЕФТИВчера российский рынок сумел частично отыграть понесенные ранее потери. Индекс РТС поднялся на 1,4% до 1 265 пунктов, MSCI EM подрос на 0,2%. Главное событие для глобальных рынков сегодня - протокол заседания руководства ФРС США, а для российского рынка в центре внимания будут данные по запасам нефти от Управления энергетической информации США и отчетность Роснефти. НОВОСТИ> Норникель: сильные финансовые результаты за 1П19, рекомендация прежняя - ПОКУПАТЬ> Халык Банк: низкие отчисления в резервы в 2К19 поддержали доход на капитал на уровне 30%> ЦБ РФ опубликовал данные по банковскому сектору за июль> TCS Group: неоднозначные результаты за 2К19, но прибыль на уровне ожиданий> Результаты МТС за 2К19 соответствовали прогнозам> Прогноз результатов Детского мира за 2К19 по МСФО: улучшение динамики операционных расходов компенсирует инвестиции в цены
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.

Halyk Savings Bank of Kazakhstan GDR

Halyk Savings Bank of Kazakhstan JSC

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

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
Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

Svetlana Sukhanova

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