Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Rodion Lomivorotov

CIS Market Daily - 19 ноября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ НА ЭТОЙ НЕДЕЛЕ - ТОРГОВЫЕ ВОЙНЫ, BREXIT, ЦЕНТРОБАНКИ И ДЕНЬ БЛАГОДАРЕНИЯИндекс РТС в пятницу вырос на 0,3% до 1 135 пунктов на фоне низких объемов торгов. Индекс MSCI EM прибавил 0,6%. Саммит АТЭС, который, как правило, проходит довольно спокойно, на этот раз завершился шумной перебранкой между США и Китаем, разразившейся на минувших выходных. Предстоящая неделя будет отмечена угрозами, связанными с Brexit, событиями вокруг центральных банков и изменениями в обычном графике торгов в связи с празднованием Дня благодарения в США.НОВОСТИ> Чистый недельный приток капитала на развивающиеся рынки замедлился> В октябре в России зафиксирован значительный рост промпроизводства> Годовой рост ВВП Казахстана за 9М18 составил 4,1%> Газпром нефть представила сильные результаты за 3К18 в соответствии с общим трендом в секторе> ФСК ЕЭС объявила нейтральные результаты за 3К18> ОГК-2 опубликовала отчетность за 3К18 по МСФО
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.

Gazprom Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

OGK-2

OGK-2 JSC is primarily engaged in the generation and sale of electric and heat power. Co. consists of the following power stations (plants): Troitskaya GRES, Stavropolskaya GRES, Pskovskaya GRES, Serovskaya GRES, Surgutskaya GRES-1, Kirishkaya GRES, Ryazanskaya GRES, Novochercasskaya GRES, Krasnoyarskaya GRES-2, and Cherepovetskaya GRES.

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Rodion Lomivorotov

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