Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Cole Akeson
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 1 декабря 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ ПРИОСТАНОВИЛСЯ, В ЦЕНТРЕ ВНИМАНИЯ ОПЕК+ И ЭКОНОМИЧЕСКАЯ ДИНАМИКА В СШАНоябрь был успешным для рынка акций, но в последний день месяца котировки снизились: индекс MSCI EM просел на 2,1%, индекс РТС - на 1,6% (до 1 282 пунктов). Сегодня утром индикаторы российского рынка скорее нейтральные, а глобальные - более оптимистичны. В центре внимания сегодня несколько российских корпоративных событий и доклад главы ФРС и министра финансов США в Конгрессе.
НОВОСТИ> Газпром опубликовал неоднозначные результаты за 3К20> Итоги телеконференции Газпрома: целевые уровни дивидендных выплат не изменились, в числе приоритетов, похоже, будет сокращение долга> Результаты Татнефти за 3К20: восстановление превзошло ожидания> X5 Retail Group. Оценка онлайн-бизнеса> Altus Capital выставила оферту на покупку 29,9% Детского мира по цене 160 руб. за акцию
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.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

TATNEFT (PREF A)

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

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
Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Cole Akeson

Mikhail Krasnoperov

Research Team

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