Sberbank - Enel Russia (ENRU) CIS Market Daily - 17 марта 2022

Report

Sberbank

Anton Chernyshev ...

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Igor Rapokhin
Research Team

CIS Market Daily - 17 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - МИРОВЫЕ РЫНКИ ВЫРОСЛИ, РОССИЙСКИЙ РЫНОК ПО-ПРЕЖНЕМУ ЗАКРЫТ, РУБЛЬ ВСЕ ЕЩЕ НА 28% СЛАБЕЕ, ЧЕМ В ФЕВРАЛЕРоссийский рынок акций закрыт по меньшей мере до конца недели, то есть уже третью неделю подряд. Котировки Polymetal выросли на 14%, рубль на внешнем рынке укрепился на 8% до 98 за доллар, а на внутреннем - прибавил 2% до 108 за доллар.
НОВОСТИ> За неделю цены в РФ выросли на 2,1%> Прогноз итогов заседания ЦБ РФ: ЦБ может взять паузу в повышении ставки> Цены на нефть стабилизировались на фоне отчета МЭА, данных EIA по запасам и после заседания ФРС> Министерство энергетики подготовило перечень мер по поддержке энергетического сектора> Энел Россия опубликовала результаты за 2021 год по МСФО и отменила дивидендные выплаты в 2022 году

17/03/2022 1 RU

Underlying

Enel Russia

PJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.

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RU000A0F5UN3 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Dmitry Troshin

Georgiy Ivanin

Igor Rapokhin

Research Team

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КОММЕНТАРИЙ И ПРОГНОЗ - В ПРЕДДВЕРИИ САММИТА НАТО, "БОЛЬШОЙ СЕМЕРКИ" И ИХ СОЮЗНИКОВ РОССИЙСКИЙ РЫНОК АКЦИЙ ВНОВЬ ОТКРЫВАЕТСЯ ДЛЯ ЛОКАЛЬНЫХ ИНВЕСТОРОВСегодня, после четырехнедельного перерыва, на Московской бирже возобновляются торги акциями, однако нерезиденты к торгам допущены не будут и короткие позиции не разрешены. В центре внимания сегодня саммит НАТО, "большой семерки" и их союзников, на котором будут обсуждаться меры в ответ на действия России на Украине. НОВОСТИ> "Недружественные" страны будут платить за российский газ в рублях> Недельная инфляция в РФ составила 1,9%; инфляционные ожид...

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