Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Andrey Krylov
  • Cole Akeson
  • Igor Vasilyev
  • Irina Lapshina
  • Julia Gordeyeva
  • Maria Sukhanova
  • Mikhail Krasnoperov

CIS Market Daily - 18 апреля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ПРОТИВОРЕЧИВЫЕ НОВОСТИ ПО САНКЦИЯМ ВО ВТОРНИК СПОСОБСТВОВАЛИ РОСТУ ПОСЛЕ ОТКАТА В ПОНЕДЕЛЬНИКИндекс РТС вырос вчера на 3,3% - отчасти потому, что американские официальные лица пояснили заявления о планируемых санкциях, хотя впоследствии на этот счет появились новые противоречивые высказывания.НОВОСТИ> Финансовые результаты Северстали за 1К18 совпали с ожиданиями> Операционные результаты Полюса за 1К18: слабые показатели производства, но в последующие кварталы ожидается рост> Прогноз результатов Яндекса за 1К18: высокая выручка> Операционные результаты O'КЕЙ за 1К18: чистая розничная выручка за год снизилась на 6,9%> Прогноз результатов Магнита за 1К18 по МСФО: продолжение трендов 4К17> ГК "Эталон": операционные результаты за 1К18
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.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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
Aleksey Ryabushko

Alexander Kudrin

Andrey Krylov

Cole Akeson

Igor Vasilyev

Irina Lapshina

Julia Gordeyeva

Maria Sukhanova

Mikhail Krasnoperov

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