- Andrey Kuznetsov
- Andrey Gromadin
- Andrey Krylov
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Irina Lapshina
- Mikhail Krasnoperov
- Nikolay Minko
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
- Yuri Popov
CIS Market Daily - 28 Ð°Ð¿Ñ€ÐµÐ»Ñ 2020
КОММЕÐТÐРИЙ И ПРОГÐОЗ - КОТИРОВКИ WTI СÐОВРОБВÐЛИЛИСЬ; ГЛОБÐЛЬÐЫЕ РЫÐКИ ÐКЦИЙ ВЫРОСЛИ, ÐО ДÐЛЬÐЕЙШИЙ ПОДЪЕМ ПОД Ð’ÐžÐŸÐ ÐžÐ¡ÐžÐœÐ˜Ð½Ð´ÐµÐºÑ Ð Ð¢Ð¡ Ð¿Ð¾Ð´Ñ€Ð¾Ñ Ð½Ð° 0,2% - 1 084 пунктов, на фоне нового ÑÐ½Ð¸Ð¶ÐµÐ½Ð¸Ñ Ñ†ÐµÐ½ на нефть (учаÑтников нефтÑного рынка тревожат проблемы Ñ ÐµÐµ Ñкладированием и переÑмотр позиций биржевых фондов на нефтÑном рынке). При Ñтом глобальные фондовые индекÑÑ‹ вчера выроÑли (MSCI ACWI - на 1,8%). Ð¡ÐµÐ³Ð¾Ð´Ð½Ñ Ð¸Ð½Ñ„Ð¾Ñ€Ð¼Ð°Ñ†Ð¸Ð¾Ð½Ð½Ñ‹Ð¹ фон будет довольно наÑыщенным: помимо прочего, ожидаетÑÑ Ð½ÐµÑколько корпоративных Ñобытий и выÑтуплений официальных лиц по ÑпидемиологичеÑким и макроÑкономичеÑким проблемам, также во вторник начинаетÑÑ Ð·Ð°Ñедание Комитета ФРС СШРпо операциÑм на открытом рынке и должна выйти ÐµÐ¶ÐµÐºÐ²Ð°Ñ€Ñ‚Ð°Ð»ÑŒÐ½Ð°Ñ Ð¾Ñ‚Ñ‡ÐµÑ‚Ð½Ð¾ÑÑ‚ÑŒ неÑкольких европейÑких банков.ÐОВОСТИ> Ðкономика РоÑÑии. Первые трудноÑти> Прогноз итогов заÑÐµÐ´Ð°Ð½Ð¸Ñ Ð¤Ð Ð¡ СШÐ. Ðкономика готова к очередной порции "вертолетных денег"> Татнефть, по имеющимÑÑ ÑведениÑм, уже в апреле Ñократила добычу нефти, в ÑоответÑтвие Ñ Ð´Ð¾Ð³Ð¾Ð²Ð¾Ñ€ÐµÐ½Ð½Ð¾ÑÑ‚Ñми ОПЕК+> РУСÐЛ предÑтавил нейтральные производÑтвенные показатели за 1К20> Данные РоÑÑтата позволÑÑ‚ предположить, что производÑтвенные показатели ÐÐ¾Ñ€Ð½Ð¸ÐºÐµÐ»Ñ Ð² 1К20 упали> Операционные показатели РуÑагро за 1К20: выручка выроÑла на 16% Ð±Ð»Ð°Ð³Ð¾Ð´Ð°Ñ€Ñ ÑƒÐ²ÐµÐ»Ð¸Ñ‡ÐµÐ½Ð¸ÑŽ объемов продаж> Ð’ марте в РоÑÑии уÑкорилÑÑ Ñ€Ð¾ÑÑ‚ выручки продуктовых ритейлеров; крупные Ñети наращивают Ñвою долю на рынке> Выработка ÑлектроÑнергии En+ в 1К20 выроÑла на 15,5% отноÑительно 1К19> Ðациональный банк КазахÑтана оÑтавил базовую Ñтавку без изменений на уровне 9,5%
MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).
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.
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.
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.
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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