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

CIS Market Daily - April 13, 2018

MARKET COMMENT - RTS CLIMBS 3.8% AS TENSIONS EASE
The MSCI Russia is now some 3.0 pp below the MSCI EM YTD. The market climbed yesterday as officials around the world took a much more constructive tone on Syria and more generally, which has eased tensions. Meanwhile, Brent remains above $70/bbl. Most data on today’s calendar concerns oil.

STORIES
> Passive investors piled into Russia last week (yes, really)
> Chief Economist's View: Balance of payments to change significantly
> Russian budget surplus expands further
> National Bank of Ukraine keeps key policy rate unchanged
> Gazprom management recommends flat DPS
> Detsky Mir reports 14% top-line growth in 1Q18
> Delo Group completes acquisition of 30.75% stake in 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 Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies
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