Sberbank - Enel Russia (ENRU) ... CIS Market Daily - 7 июля 2021

Report

Sberbank

Andrey Kuznetsov ...

Cole Akeson
Fedor Kornachev
Georgiy Ivanin
Research Team

CIS Market Daily - 7 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНОК ПОД ДАВЛЕНИЕМ ИЗ-ЗА РАЗВОРОТА РЕФЛЯЦИОННОГО ТРЕНДА И ОБВИНЕНИЙ В КИБЕРАТАКАХБлиже к концу торгов в Москве настрой на рынках ухудшился, т. к. слабый индекс PMI для сферы услуг США спровоцировал разворот так называемого рефляционного тренда после ряда новостей, вызвавших беспокойство на глобальных рынках. Индекс MSCI ACWI отступил на 0,3%. Индекс РТС снизился на 1,2% дo 1 465 пунктов. Новости о кибератаках могут сегодня оказать давление на российский рынок, на глобальных рынках настрой более неоднозначный.
НОВОСТИ> Информационные технологии> Статистика по российским розничным инвесторам: приток продолжается, но уже есть первые признаки насыщения> Энел Россия построит второй ветропарк в Ростовской области> Яндекс заключил партнерское соглашение с Grubhub о роботизированной доставке в колледжах и университетских кампусах США

07/07/2021 15 RU

Underlyings

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

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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NL0009805522 NASDAQ Stock Market Netherlands

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 Kuznetsov

Cole Akeson

Fedor Kornachev

Georgiy Ivanin

Research Team

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CIS Market Daily - 7 июля 2021

Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances

Nebius Academy and Stevens Institute of Technology launch lab to explore how AI can advance math research and education

Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

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