Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 28 февраля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ОТСТУПАЮТ НА ФОНЕ ОПАСЕНИЙ О РАСПРОСТРАНЕНИИ КОРОНАВИРУСАИндекс РТС вчера упал на 5,1% до 1 386 пунктов после опережающей динамики на предыдущей сессии. Индекс MSCI ACWI снизился на 3,3%. Утренние индикаторы под давлением - инвесторы опасаются распространения коронавируса. Основные индексы АТР опустились на 2,6-4,1%.
НОВОСТИ> Рост цен в России был нулевым вторую неделю подряд, помесячная инфляция в феврале может составить 2,3%> Evraz: хорошие показатели за 2П19 по МСФО, EBITDA превысила консенсус-прогноз> РУСАЛ: в 4К19 выросли объемы производства и доля ПДС
Underlyings
Evraz PLC

Evraz engages in the production and distribution of steel and related products and coal and iron ore mining. Co. also produces vanadium products. Co. has four segments: Steel, which includes production of steel and related products at all mills except for those in North America, and includes the extraction of vanadium ore and production of vanadium products, iron ore mining and enrichment and certain energy-generating companies; Steel, North America, which includes production of steel and related products in the U.S. and Canada; Coal, which includes coal mining and enrichment; and Other operations, which includes energy-generating companies, shipping and railway transportation companies.

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Rodion Lomivorotov

Vladimir Lezhnev

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