Report
Anastasia Khakhaeva ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Mikhail Krasnoperov
  • Research Team
  • Svetlana Sukhanova

CIS Market Daily - 3 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ОЖИВИЛИСЬ В ПРЕДДВЕРИИ ВЫБОРОВ ПРЕЗИДЕНТА СШАИндекс MSCI ACWI в понедельник вырос на 1,2%, а индекс РТС - на 0,3% (до 1 069 пунктов). Инвесторы покупали сильно подешевевшие за последние дни активы. Сегодня в центре внимания будут президентские выборы в США (подробнее см. в комментарии ниже и в последнем выпуске обзора "Российский орел"). Глобальные индикаторы сегодня с утра растут, хотя те из них, которые наиболее актуальны для России, не в полной мере отражают рост цен на нефть, которая в ночь на вторник подорожала более чем на 3%.
НОВОСТИ> Результаты Тинькофф Банка за 9М20 по РСБУ: кредитование продолжает расти, коэффициенты риска снижаются> MTС продают АФК "Система" cистемного интегратора> Mail.ru Group. Оттачивание социальных навыков> Mail.ru Group продает сервис Maps.me за 1,557 млрд руб.> Показатели Детского мира: EBITDA в 3К20 выросла на 27%, а выручка за октябрь - на 16%
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.

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.

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

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.

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Mikhail Krasnoperov

Research Team

Svetlana Sukhanova

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