Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 21 января 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ РАСТУТ: ИНВЕСТОРОВ ПО-ПРЕЖНЕМУ ОБНАДЕЖИВАЮТ ПЕРСПЕКТИВЫ СТИМУЛИРОВАНИЯ ЭКОНОМИКИ СШАГлобальные рынки по-прежнему на подъеме: индекс MSCI EM вырос на 1,4%, MSCI World - на 1,1%, РТС - на 1,1% (до 1 487 пунктов). Благоприятный фон для них продолжает обеспечивать обсуждение мер по стимулированию американской экономики. Сегодня с утра почти все рынки и индикаторы демонстрируют позитивный настрой. В России ожидается операционная отчетность ряда компаний, а глобальные рынки ждут решений от ЕЦБ и еще нескольких центробанков.
НОВОСТИ> Потребительские цены в России на прошлой неделе выросли на 0,2%> Правительство может предоставить дополнительные налоговые льготы для основного проекта Роснефти в сфере нефтепереработки> Выручка Детского мира в 4К20 выросла на 14,4% по сравнению с 4К19> Global Ports представила операционные показатели за 4К20 и 2020 год
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.

Global Ports Investments (GDR)

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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