Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Kirill Rogachev
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 19 августа 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ И ГЛОБАЛЬНЫЙ РЫНОК АКЦИЙ НЕМНОГО ВЫРОСЛИ, СИТУАЦИЯ В БЕЛОРУССИИ ПО-ПРЕЖНЕМУ В ЦЕНТРЕ ВНИМАНИЯИндекс MSCI EM вырос на 0,5%, а РТС - на 0,2% (до 1 312 пунктов). Общий настрой глобальных рынков был сдержанно позитивным во вторник и сегодня с утра существенно не изменился. Инвесторы в среду утром следят за развитием ситуации в Белоруссии, ОПЕК+ и политическими новостями из США.
НОВОСТИ> SberIndex: с 10 по 16 августа рост потребительских расходов в РФ восстановился> Совет директоров Татнефти рекомендовал выплатить дивиденды за 1П20 в размере 9,94 руб. на акцию> Прогноз показателей МосБиржи за 2К20 по МСФО: видимо, квартал был относительно удачным> Результаты En+ за 1П20 по МСФО: капиталовложения в 2020 году вырастут, дивидендов не будет> Россети просят дополнительные госсубсидии на электрификацию БАМа
Underlyings
En+ Group International Public Joint-Stock Company

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

TATNEFT (PREF A)

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Kirill Rogachev

Research Team

Rodion Lomivorotov

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