Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Kirill Rogachev
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova
  • Vladimir Lezhnev

CIS Market Daily - 16 июля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ О США И КНР ПОДПОРТИЛИ НАСТРОЙ НА РЫНКАХ ПОСЛЕ ВЧЕРАШНЕГО РАЛЛИ НА ФОНЕ СООБЩЕНИЙ О ВАКЦИНЕ ОТ КОРОНАВИРУСАГлобальные рынки акций вчера росли на новостях об успешном испытании вакцины от COVID-19. Россия обогнала аналоги по совокупной доходности, причем особое внимание к себе привлек Газпром. Некоторая фиксация прибыли, неоднородная макростатистика из Китая и признаки очередной эскалации напряжения между США и КНР способствовали снижению глобальных индикаторов сегодня утром. В числе ключевых событий дня сегодня - решение ЕЦБ по ставке и данные по розничным продажам в США.
НОВОСТИ> Недельная инфляция в России замедлилась до 0,1%> НЛМК: хорошие операционные результаты за 2К20 и финансовый прогноз> HeadHunter: на пути к повышению ликвидности акций> QIWI завершила продажу проекта потребительского кредитования "Совесть"> Мораторий на штрафы за просрочку оплаты электроэнергии может быть отменен ранее января 2021 года> Группа "Эталон" представила операционные результаты за 2К20> Казахстанский тенге восстанавливается, но возможности монетарного смягчения ограничены
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.

Qiwi Plc Sponsored ADR Class B

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
Alexey Kirichok

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

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