Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Fedor Kornachev
  • Irina Lapshina
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 16 октября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - УКРЕПЛЕНИЕ РУБЛЯ ОПРЕДЕЛИЛО ДИНАМИКУ РЫНКА АКЦИЙРоссийские акции выросли благодаря укреплению рубля до 65,5 за доллар. Глобальные рынки после падения по-прежнему движутся разнонаправленно, доходность КО США стабильна.НОВОСТИ> Рост промышленного производства в России в сентябре замедлился; в 4К18 возможно ускорение > Рост промышленного производства в Казахстане в сентябре ускорился до 5,5%> Национальный банк Казахстана повысил базовую ставку на 25 б. п.> Операционные показатели НЛМК за 3К18 выглядят нейтрально> Polymetal: опубликованы операционные результаты за 3К18, повышен прогноз производства на 2018 год> Промышленные потребители выступают за учет увеличенной мощности энергоблоков ДПМ при расчете тарифов КОМ> ГК "Эталон" впервые представила оценку портфеля активов в середине года
Underlyings
Etalon Group (GDR)

Etalon Group is a real estate development and construction company. Co.'s principal activity is residential development in Saint-Petersburg metropolitan area and Moscow metropolitan area, the Russian Federation. Co. has three reportable segments: Residential Development, which includes construction of residential real estate including flats, built-in premises and parking places; Constructions Services, which includes construction services for third parties and for internal purpose; and Other Operations, which include selling of construction materials, construction of stand-alone premises for commercial use and various services related to sale and servicing of premises.

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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

Anton Stroutchenevski

Artem Vinogradov

Fedor Kornachev

Irina Lapshina

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch