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

CIS Market Daily - 20 апреля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - УТРЕННИЕ ИНДИКАТОРЫ НЕ ВНУШАЮТ ОПТИМИЗМА; НА ПРЕДСТОЯЩЕЙ НЕДЕЛЕ В ЦЕНТРЕ ВНИМАНИЯ БУДУТ ПОЛИТИЧЕСКИЕ ДЕБАТЫ В США И ЕС, А ТАКЖЕ РЕШЕНИЕ ПО СТАВКЕ ЦБ РФИндекс РТС в пятницу вырос на 1,1% до 1 079 пунктов, отстав от аналогов (MSCI EM поднялся на 1,9%, MSCI World - на 2,7%). В России на текущей неделе почти каждый день будут выходить операционные или финансовые результаты компаний, также ожидается статистика промышленного производства, а в пятницу ЦБ РФ объявит решение по ставке. На глобальных рынках в центре внимания будут новости о коронавирусе и планах стимулирования экономики США, а также обсуждение вопроса о размещении совместных долговых бумаг еврозоны.
НОВОСТИ> Отток капитала из акций развивающихся рынков замедлился; по притоку капитала лидируют КНР и Россия> ЦБ РФ послал рынку четкий сигнал о возможном снижении ставки> ЦБ РФ отмечает "подъем экономической активности" по сравнению с началом апреля> Экономика России. ОПЕК+: цена на нефть важнее объемов добычи> ВТБ приобретет у Polymetal 40,6% акций в месторождении "Ведуга"> Глава ЦБ РФ прокомментировала ситуацию в банковском секторе> Прогноз результатов Яндекса за 1К20 по US GAAP> Прогноз показателей Mail.ru Group за 1К20 по МСФО> ГК "Эталон": операционные результаты за 1К20
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.

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.

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.

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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

Irina Lapshina

Kirill Rogachev

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

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