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

CIS Market Daily - 22 июня 2020

КОММЕНТАРИЙ И ПРОГНОЗ - В ПЯТНИЦУ В ЦЕНТРЕ ВНИМАНИЯ БЫЛИ СНИЖЕНИЕ СТАВКИ ЦБ РФ И РОСТ РЫНКА АКЦИЙ В РОССИИ, СЕГОДНЯ - ЭПИДЕМИЧЕСКАЯ СИТУАЦИЯ В США И НОВЫЕ КИТАЙСКИЕ НОРМЫ ДЛЯ ГОНКОНГАИндекс РТС в пятницу вырос на 1,5% до 1 250 пунктов, впервые с понедельника опередив MSCI EM, который поднялся на 0,6%. ЦБ РФ в пятницу снизил ключевую ставку на 100 б. п. Глобальные рынки оставались под давлением на фоне новостей по COVID-19 и ситуации вокруг Гонконга. Большинство индикаторов сегодня утром неблагоприятны для российского рынка.
НОВОСТИ> MSCI объявит решение по Аргентине и Исландии; для России итоги пересмотра будут нейтральными> EPFR Global сообщает о завершении трехнедельного чистого притока капитала в Россию> Быстрая дезинфляция и слабые данные вынудили ЦБ РФ понизить ключевую ставку на 100 б. п.> Экономика России. Спад продолжается> Экономика России. В мае началась дезинфляция> Итоги заседания ЦБ РФ. ЦБ понизил ключевую ставку на 100 б. п. и может пересмотреть оценку нейтральной ставки> Актуальная информация о последствиях разлива топлива в Норильске> ЦБ: еженедельный обзор по балансовым показателям банковского сектора и заявкам на реструктуризацию кредитов> Предложены меры поддержки ипотечного кредитования и жилищного строительства
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.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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