Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 18 декабря 2020

КОММЕНТАРИЙ И ПРОГНОЗ - СООБЩЕНИЯ О НОВЫХ САНКЦИЯХ ПРОТИВ КИТАЙСКИХ КОМПАНИЙ МЕШАЮТ РОСТУ ГЛОБАЛЬНЫХ РЫНКОВ; В РОССИИ В ЦЕНТРЕ ВНИМАНИЯ ЦБ РФ И ОБВИНЕНИЯ В ХАКЕРСКИХ АТАКАХИндекс MSCI ACWI прибавил 0,8%: новости по программам стимулирования в США и ЕС поддержали рынки. Тем не менее сегодня торговые площадки отступают из-за сообщений, что США, возможно, наложат запрет на владение ценными бумагами еще 80 китайских компаний. Из событий, могущих повлиять на российские активы, сегодня в центре внимания заседание ЦБ РФ и очередные сообщения о хакерской атаке на SolarWinds.
НОВОСТИ> По информации Bloomberg, Олег Дерипаска "осуществлял контроль" над РУСАЛ в 2020 году> Российский потребительский сектор. Ускорение инфляции должно позитивно повлиять на выручку крупных ритейлеров> Русагро: незначительное воздействие мер по ограничению роста цен, производство масла повысится
Underlyings
En+ Group International Public Joint-Stock Company

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Research Team

Vladimir Lezhnev

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