Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina

CIS Market Daily - 29 января 2019

КОММЕНТАРИЙ И ПРОГНОЗ - США ВНОВЬ УГРОЖАЮТ ВЕНЕСУЭЛЬСКОЙ НЕФТИ И КОМПАНИИ HUAWEIПосле роста, продолжавшегося три торговые сессии подряд, рынки взяли паузу: индекс MSCI EM снизился на 0,4%, MSCI orld (DM) - на 0,6%. Нефть за день подешевела более чем на 2%, однако такая динамика наблюдалась до появления сообщений о том, что США вводят санкции против венесуэльской PDVSA (что может оказать кратковременную поддержку нефтяным котировкам). Утренние индикаторы остаются почти без изменений. Азиатские рынки пока не отреагировали на недавнюю эскалацию американо-китайского торгового конфликта.НОВОСТИ> Газпром заложил в бюджет выплату дивидендов за 2018 год в размере 10,43 руб. на акцию> Evraz сообщил, что Александр Вагин продал свою долю в компании более года назад> Юнипро представила операционные показатели за 4К18
Underlyings
Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Unipro

E.ON Russia is engaged in the wholesale electricity market, it produces and sells electric and heat power. As of Dec. 31, 2012, the structure of Co. includes five heat power plants with the total installed capacity of 10,345 MW/2,125.9 Gcal/h: Surgutskaya GRES-2 (Khanty-Mansi Autonomous Area, Tyumen Region), Berezovskaya GRES (Krasnoyarsk Territory), Shaturskaya GRES (Moscow Region), Smolenskaya GRES (Smolensk Region) and Yaivinskaya GRES (Perm Territory).

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

Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Fedor Kornachev

Irina Lapshina

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