Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 7 мая 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПЛОХИЕ ДАННЫЕ ПО ЗАНЯТОСТИ В США, ОБСУЖДЕНИЕ КАРАНТИНА В РФ, НЕОДНОЗНАЧНЫЕ УТРЕННИЕ ИНДИКАТОРЫБольшинство глобальных рынков вчера отступило, индекс MSCI ACWI снизился на 0,4%. Россия оказалась в числе отстающих: индекс РТС снизился на 1,9% до 1 111 пунктов, т. к. нефть за день подешевела более чем на 4%. Вчера и сегодня в центре внимания данные по занятости в США и обсуждение политики в связи с пандемией COVID-19.
НОВОСТИ> Добыча нефти и газового конденсата в России в начале мая сократилась на 16% по сравнению с апрелем> Тинькофф Банк представил результаты за 3М20 по РСБУ> Детский мир: трудный 2К20, но бизнес в хорошей форме> X5 Retail Group стала лидером в онлайн-доставке продуктов> Годовая инфляция в Казахстане в апреле ускорилась до 6,8%
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.

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.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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