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

CIS Market Daily - 6 ноября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - НОВЫЙ РЕКОРД ИНДЕКСА РТС; НАСТРОЙ УЧАСТНИКОВ ФОНДОВОГО И НЕФТЯНОГО РЫНКОВ НЕОДНОЗНАЧЕНВчера, начав торги более чем на 1% выше уровня предыдущего закрытия, индекс РТС в дальнейшем в течение дня постепенно уступал достигнутые высоты. В итоге он закрылся на отметке 1 461 пункт, всего на 0,3% выше, чем накануне, достигнув самого высокого уровня за последние почти шесть лет. Глобальные рынки в течение дня снижались, в немалой степени из-за того, что сообщений о новых достижениях на американо-китайских переговорах было мало - это скорее негативно повлияло на настроения инвесторов. Рынки АТР с утра также демонстрируют весьма неоднозначный настрой. Сегодня ожидаются публикация отчетности Роснефти, комментарии председателя ЦБ РФ Эльвиры Набиуллиной и главы Минэнерго Александра Новака. В Великобритании официально начинается предвыборная кампания, в Бразилии пройдет аукцион по распределению крупных нефтяных месторождений. Кроме того, инвесторы ждут новых индексов PMI и еженедельной статистики по товарным запасам нефти в США.НОВОСТИ> MSCI Russia: прогноз результатов ноябрьской ребалансировки> Результаты Полюса за 3К19 по МСФО: по всем статьям на уровне ожиданий> Операционные результаты Московской биржи за октябрь: хорошие объемы торгов ценными бумагами, средства на клиентских счетах увеличились> Детский мир выплатит дивиденды за 9М19
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.

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Mikhail Krasnoperov

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