Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Cole Akeson
  • Fedor Kornachev
  • Georgiy Ivanin
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 20 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - НОВЫЙ ШТАММ КОРОНАВИРУСА, СЕВЕРНЫЙ ПОТОК - 2 И КИБЕРБЕЗОПАСНОСТЬ Вчера было зафиксировано самое резкое падение фондовых рынков за день в течение нескольких месяцев: индекс MSCI ACWI снизился на 1,6%, индекс РТС - на 2,7% (до 1 559 пунктов). Обеспокоенность последствиями штамма дельта и других вариантов коронавируса негативно повлияла на рынки, и циклические сектора выглядели слабее прочих. Утренние индикаторы сегодня более неоднозначны: на рынках EMEA и США появляются признаки оптимизма, а в Азии продолжается снижение.
НОВОСТИ> Прогноз результатов Mail.ru Group за 2К21> Детский мир провел встречу с аналитиками: у нас остались хорошие впечатления> РусГидро приобретет госкомпанию "ДВЭУК-ГенерацияСети"
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.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

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

Cole Akeson

Fedor Kornachev

Georgiy Ivanin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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