Sberbank - Enel Russia (ENRU) CIS Market Daily - 22 марта 2022

Report

Sberbank

Andrey Gromadin ...

Anton Chernyshev
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Konstantin Samarin
Research Team

CIS Market Daily - 22 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ЦЕНЫ НА НЕФТЬ И ПШЕНИЦУ ВЫРОСЛИ В ОТСУТСТВИЕ ХОРОШИХ НОВОСТЕЙТорги акциями не проводятся на Московской бирже четвертую неделю подряд. На зарубежных площадках Polymetal и VEON прибавили вчера в цене 2-3%, динамика акций других компаний из стран СНГ была смешанной. Рубль на внешнем рынке ослаб на 2% до примерно 107 руб. за доллар, а в Москве укрепился на 0,8% и достиг отметки 104. Сегодня состоится второй после перерыва день торгов ОФЗ.
НОВОСТИ> Цены на нефть растут на фоне рисков для поставок> Поставки российского газа достигли рекордных 15% в структуре импорта КНР в феврале> Enel может уйти из России в ближайшие месяцы> Экономическая активность в Казахстане в феврале повысилась, но ее рост может замедлиться

22/03/2022 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

Andrey Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Dmitry Troshin

Georgiy Ivanin

Konstantin Samarin

Research Team

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CIS Market Daily - 22 марта 2022

Energy price caps are appealing, but are not without risks

Raiffeisen Research Institutional Equity Daily 17.06.2022

Raiffeisen Research Institutional Equity Daily 29.04.2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

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