Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Cole Akeson
  • Elena Tsareva
  • Fedor Kornachev
  • Julia Gordeyeva

CIS Market Daily - 1 июня 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ О ПОШЛИНАХ ИСПОРТИЛИ НАСТРОЕНИЕ ГЛОБАЛЬНЫМ ИНВЕСТОРАМ И ЗАТМИЛИ ДРУГИЕ БОЛЕЕ ПОЗИТИВНЫЕ ФАКТОРЫИндекс РТС вчера завершил торги на отметке 1 163 пункта, не изменившись за день. Индекс MSCI ACWI снизился на 0,2%, что главным образом обусловлено реакцией на новость о намерении США ввести пошлины на товары из ряда стран. В итоге на глобальных площадках возобладал негативный настрой: это сообщение нивелировало другие, более позитивные новости для российского и глобальных рынков. НОВОСТИ> Вновь продлен срок для завершения операций с ценными бумагами РУСАЛа и En+> Результаты ВТБ за 4М18 по МСФО: высокая прибыль, несмотря на некоторое повышение стоимости риска> Россети и ФСК ЕЭС: новости о дивидендах> Luxoft: краткосрочная неопределенность омрачает превосходные среднесрочные перспективы
Underlyings
Federal Grid Company

Federal Grid Company of Unified Energy System

Federal Grid Company Of Unified Energy System PJSC operates and manages the electricity transmission grid infrastructure of the Russian Unified National Electric Grid (the UNEG). Co.'s principal operating activities consist of providing electricity transmission services, providing connection to the electricity grid, maintaining the electricity grid system, technical supervision of grid facilities and investment activities in the development of the UNEG.

Luxoft Holding Inc. Class A

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Elena Tsareva

Fedor Kornachev

Julia Gordeyeva

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