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

CIS Market Daily - 21 мая 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ОБСУЖДЕНИЕ БЮДЖЕТНОГО ПРАВИЛА В РФ, КОММЕНТАРИИ ЕЦБ И ФРС, РЫНОК ЖДЕТ ДАННЫХ ПО БЕЗРАБОТИЦЕ В СШАИндекс РТС вчера вырос на 4,1% до 1 225 пунктов, обогнав глобальные фондовые аналоги. Ключевым драйвером стал рубль, который в течение дня укреплялся почти на 2%, что, в свою очередь, было обусловлено благоприятной ситуацией на рынке нефти, значительным объемом размещений ОФЗ и обсуждением приостановки действия бюджетного правила. Сегодня в центре внимания инвесторов - анализ настроений центробанков, обильная макростатистика и эскалация напряженности между США и Китаем.
НОВОСТИ> Что, если бюджетное правило будет приостановлено?> Потребительские цены в России стабильны вторую неделю подряд> QIWI: хорошие результаты за 1К20; прогноз прежний> X5 Retail Group развивает сервисы доставки продуктов питания> За 18 дней мая продажи Детского мира выросли на 2%
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.

Qiwi Plc Sponsored ADR Class B

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
Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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