Report
Aleksey Ryabushko ...
  • Anastasia Khakhaeva
  • Andrey Kuznetsov
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Krasnoperov
  • Svetlana Sukhanova

CIS Market Daily - November 20, 2019

MARKET COMMENT - US/CHINA DOUBTS AS BILL PASSES; LONG LIST OF SPEAKERS AND DATA TODAYThe MSCI EM rose 0.5%. The RTS gained 0.6% to reach 1,452, as early gains were gradually pared. Passage of a US bill to place scrutiny on Hong Kong has made reaching even a partial trade deal with China this year significantly more difficult, and markets are reacting negatively this morning. Focusing back on Russia, there is a heavy schedule of speakers today, including President Vladimir Putin. Russia's monthly socioeconomic data and FOMC minutes are also due.STORIES> MTS 3Q19 IFRS results above consensus, 2019 guidance upgraded> Mail.ru Group: Binding agreement for long-term cooperation> MHP 3Q19 IFRS: Flattish profitability in poultry segment> En+ has reportedly started the process of divesting from coal> FGC 3Q19 results: Steadily outperforming the financial plan
Underlyings
En+ Group International Public Joint-Stock Company

Federal Grid Co. of Unified Energy System JSC GDR

Federal Grid Company of Unified Energy System

Federal Grid Company Of Unified Energy System PJSC operates and manages the electricity transmission grid infrastructure of the Russian Unified National Electric Grid (the UNEG). Co.'s principal operating activities consist of providing electricity transmission services, providing connection to the electricity grid, maintaining the electricity grid system, technical supervision of grid facilities and investment activities in the development of the UNEG.

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

MHP SE Sponsored GDR RegS

MHP is a holding company. Through its subsidiaries, Co. is engaged in poultry and related operations, grain growing, as well as other agricultural operations. Co.'s poultry and related operations integrate all functions related to the production of chicken, including hatching, fodder manufacturing, raising chickens to marketable age, processing and marketing of branded chilled products and include the production and sale of chicken products, sunflower oil, mixed fodder and convenience food products. Grain growing produces and sells grains. Other agricultural operations comprise the production and sale of cooked meat, sausages, beef, milk, goose meat, foie gras, fruit and feed grains.

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

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
Aleksey Ryabushko

Anastasia Khakhaeva

Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

Mikhail Krasnoperov

Svetlana Sukhanova

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