Report
Aleksey Ryabushko ...
  • Alex Fak
  • Alexander Kudrin
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Igor Vasilyev
  • Julia Gordeyeva
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 13 апреля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ИНДЕКС РТС ПРИБАВИЛ 3,8% НА ФОНЕ СПАДА НАПРЯЖЕННОСТИИндекс MSCI Russia на данный момент с начала года отстает от индекса MSCI EM примерно на 3 п. п. Вчера российский рынок вырос, так как политики в разных странах мира в целом заняли более конструктивную позицию, что способствовало ослаблению напряженности как по сирийской проблеме, так и в глобальном масштабе. Нефть Брент по-прежнему стоит дороже $70/барр. Большинство ожидаемых сегодня данных относятся как раз к нефтяному рынку.НОВОСТИ> В платежном балансе России предстоят серьезные изменения> Профицит бюджета РФ продолжает расти> НБУ оставил учетную ставку без изменения> Руководство Газпрома порекомендует оставить дивиденды на прежнем уровне> Детский мир сообщил о росте выручки в 1К18 на 14% > Группа "Дело" завершила сделку по покупке 30,75% акций Global Ports
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)

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
Aleksey Ryabushko

Alex Fak

Alexander Kudrin

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

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