Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Igor Vasilyev
  • Irina Lapshina
  • Julia Gordeyeva
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova

CIS Market Daily - May 10, 2018

MARKET COMMENT - RIDING THE OIL PRICE HIGHER AS US PULLS OUT OF IRAN DEALWhile the short-term diplomatic and political consequences of the US pulling out of the Iran deal are at best debatable, its bullish effect on the oil price has been clear, with a more than 3% gain since Moscow closed on Tuesday. A full gamut of indicators suggest a strong open for the RTS this morning, with the oil price the most obvious and interconnected driver.STORIES> Russia Economic Monthly: When the dust settles> MMK reports healthy 1Q18 earnings> Rostelecom 1Q18 IFRS preview: Support from state contracts> VEON 1Q18 preview: Impact of Euroset and Uzbek som devaluation> EPAM Systems: Weaker dollar boosts growth in 1Q18
Underlyings
EPAM Systems Inc.

Epam Systems is a provider of software product development and digital platform engineering services to customers located around the world, primarily in North America, Europe, Asia and Australia. The company's industry services include financial services, travel and consumer, software and hi-tech, business information and media, life sciences and healthcare, as well as other industries.

Magnitogorsk Iron & Steel Works (GDR)

Magnitogorsk Iron & Steel Works PJSC

Magnitogorskiy Metallurgicheskiy Kombinat PAO, formerly Magnitogorskiy metallurgicheskiy kombinat OAO, is a Russia-based company, active in the steel industry. Its main products are sinter, coke, iron, crude steel, rolled products and ore materials. The Company offers a wide range of products such as wire rod, rebars, square bars, strips, round bars, among others. It is also involved in the coal ore mining, processing of ore materials, sale of ferrous metal products and others. Magnitogorskiy metallurgicheskiy kombinat OAO operates as a supplier for such industries as: pipelines, vehicles, railway, construction and shipbuilding, among others. Its subsidiaries include Lys'venskaya Metallurgicheskaya Kompaniya OOO, among others. The Company operates domestically, as well as exports its products to the Commonwealth of Independent States (CIS) countries, Asia, the Middle East and Europe.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

VEON Ltd. 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

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

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