Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 30 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - НАСТРОЙ ПЕССИМИСТИЧНЫЙ ПОСЛЕ ВЧЕРАШНЕГО РОСТА АКЦИЙ ВЫСОКОТЕХНОЛОГИЧНЫХ КОМПАНИЙ В КИТАЕ И ЦИКЛИЧЕСКИХ СЕКТОРОВ НА РАЗВИТЫХ РЫНКАХВчера росли акции высокотехнологичных компаний в Китае и циклические сектора на развитых рынках, индекс MSCI ACWI прибавил 0,8%. Индекс РТС поднялся на 1,4% до 1 639 пунктов.
НОВОСТИ> Российские резервы: насколько оправдано их дальнейшее наращивание?> Итоги телефонной конференции НОВАТЭКа, посвященной результатам за 2К21> Результаты Mail.ru Group за 2К21 совпали с ожиданиями, прогнозы подтверждены> Операционные результаты O'KЕЙ за 2К21: годовой рост розничной чистой выручки на 6,1%> Результаты Магнита за 2К21: EBITDA и чистая прибыль на уровне ожиданий, значительно высвобождение оборотного капитала> Прогноз результатов Fix Price Group за 1П21 по МСФО: в 2К21 давление усилилось
Underlyings
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

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

O Key Group

O'key Group is a Russian retailer. Co.'s principal business activity is operation of retail chain in Russia under brand name O'KEY. Co. provides customers with fresh produce (fresh foods and delicatessen products) and non-food goods (cosmetics, clothing, shoes, household cleaning products, domestic appliances, toys, sports and fitness products, etc.). Co.'s stores follow two formats: hypermarkets and supermarkets. Co. manages approximately 71 stores (42 hypermarkets and 29 supermarkets) across North Western, Southern, Central, Urals and Siberian regions.

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
Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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