Report
Andrey Kuznetsov ...
  • Andrey Krylov
  • Mikhail Krasnoperov

CIS Market Daily - 27 января 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НА АЗИАТСКИХ РЫНКАХ НАЧАЛИСЬ ПРАЗДНИКИ В АТМОСФЕРЕ РАСТУЩЕЙ ОБЕСПОКОЕННОСТИ ПО ПОВОДУ ЭПИДЕМИИНесмотря на снижение цен на нефть, индексы российского рынка акций в пятницу показали скромный рост. Сорт Брент в последнюю торговую сессию прошлой недели подешевел на 2,4%, а сегодня утром - еще на 2% до уровня ниже $60/барр. Беспокойство по поводу распространения коронавируса усиливается, и участники рынка пытаются оценить влияние этого фактора на спрос на нефть. Между тем в странах Азии начались празднования Нового года по лунному календарю. Китайский рынок будет закрыт до пятницы.НОВОСТИ> Детский мир: выручка за 4К19 выросла на 13,4% г/г> Выручка Ленты в 4К19 упала на 1,4% по сравнению с 4К18
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.

Lenta International PJSC

Lenta is a hypermarket group based in Russia. Co. operates 87 hypermarkets in 50 cities across Russia and 16 supermarkets in the Moscow region with a total of approximately 571,328 sq.m. of selling space. Co. also operates four distribution centers for hypermarkets and one for supermarkets. operates three hypermarket formats: Standard, typically with approximately 7,000 sq. m. of selling space (smaller than many Western European hypermarkets) and 24,000 stock keeping unit (SKUs); Compact, typically with approximately 5,000 sq. m. of selling space and 20,300 SKUs; and Supercompact, typically with approximately 3,000 sq. m. of selling space and 15,000 SKUs.

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

Mikhail Krasnoperov

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