Sberbank - Globaltrans Investment Plc Sponsored GDR RegS (G23A) ... CIS Market Daily - 22 декабря 2020

Report

Sberbank

Anastasia Khakhaeva ...

Andrey Kuznetsov
Cole Akeson
Fedor Kornachev
Ilyas Yerzhanov
Research Team
Svetlana Sukhanova

CIS Market Daily - 22 декабря 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ СНОВА СОСРЕДОТОЧИЛИСЬ НА СИТУАЦИИ ВОКРУГ COVID-19; НОВЫЙ ПАКЕТ МЕР ПО СТИМУЛИРОВАНИЮ ЭКОНОМИКИ США СООТВЕТСТВУЕТ ОЖИДАНИЯМВчерашний день выдался для глобальных рынков самым неудачным за последние три недели. Выявление в Англии более заразного штамма коронавируса заставило инвесторов снова переключить внимание на проблемы, связанные с продолжающейся пандемией. Индекс MSCI EM упал на 0,9%. Индекс РТС на фоне общей тенденции к снижению цен на сырье и неблагоприятных новостей упал на 4,7% - до 1 336 пунктов. Фьючерсы на этот индекс подросли, однако глобальные утренние индикаторы сегодня в основном либо неоднозначны, либо не сулят ничего хорошего.
НОВОСТИ> MSCI Russia: сценарии для Ozon> АФК "Система": перспективы биржевого листинга непубличных активов> Ozon: один клик, двойной рост> Правительство поддержит производителей железнодорожных вагонов через субсидирование факторинга

22/12/2020 20 RU

Underlyings

Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

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US37949E2046 Russia

Ozon Holdings

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US69269L1044 NASDAQ Stock Market Cyprus

Sistema PJSFC

Sistema is a telecommunications and technology investment group based in Russia. Co. invests in, and manages a range of companies which operate in the telecommunications, oil and energy, high technology, banking and other sectors. The main focus of Co.'s activities is service-based industries. Co.'s operations are organized along four segments: Telecommunications, Technology and Industry, Consumer Assets and Oil and Energy. Through its subsidiaries, Co.'s activities include: wireless telecommunications services , IT and systems integration, cable TV, manufacturing of radiotechnical equipment, oil, gas and energy production, banking activities, trading and investing and financing activities.

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RU000A0DQZE3 Moscow Exchange MICEX-RTS Russia

Sistema PJSFC Sponsored GDR RegS

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US48122U2042 Germany

Provider

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.

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Analysts

Anastasia Khakhaeva

Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Research Team

Svetlana Sukhanova

Other Reports on these Companies

EQS Group AG

Sistema PJSFC: Sistema Group completes acquisition of hotel business from Wenaas Hotel Russia

Sistema PJSFC (SSA) Sistema PJSFC: Sistema Group completes acquisition of hotel business from Wenaas Hotel Russia 09-March-2023 / 19:00 MSK The issuer is solely responsible for the content of this announcement. Sistema Group completes acquisition of hotel business from Wenaas Hotel Russia Moscow – 9 March 2023 – Sistema PJSFC (“Sistema” or the “Corporation”) (LSE: SSA, MOEX: AFKS), a diversified publicly traded Russian investment company, announces that Cosmos North-West LLC, a wholly-owned subsidiary of the Corporation’s subsidiary Cosmos Hotel Group, has completed acquisition...

March 9, 2023 March 9, 2023 1 EN

EQS Group AG

Sistema PJSFC: Termination of transaction to purchase a 47.7% stake in Melon Fashion Group

Sistema PJSFC (SSA) Sistema PJSFC: Termination of transaction to purchase a 47.7% stake in Melon Fashion Group 05-March-2023 / 20:30 MSK The issuer is solely responsible for the content of this announcement. Termination of transaction to purchase a 47.7% stake in Melon Fashion Group Moscow, Russia – 5 March 2023 – Sistema PJSFC (the “Corporation”) (LSE: SSA, MOEX: AFKS) announces that all the agreements entered into by the Corporation on October 19, 2022, to acquire in aggregate a 47.7% stake in Melon Fashion Group from Swedish Eastnine and East Capital Holding AB, as well ...

March 5, 2023 March 5, 2023 1 EN

EQS Group AG

Sistema PJSFC: Sistema Group to double its hospitality business

Sistema PJSFC (SSA) Sistema PJSFC: Sistema Group to double its hospitality business 01-Feb-2023 / 12:00 MSK Dissemination of a Regulatory Announcement, transmitted by EquityStory RS. The issuer is solely responsible for the content of this announcement. Sistema Group to double its hospitality business Moscow – 1 February 2023 – Sistema PJSFC (“Sistema” or the “Corporation”) (LSE: SSA, MOEX: AFKS), a diversified publicly traded Russian investment company, announces that Cosmos North-West LLC, a wholly-owned subsidiary of the Corporation’s subsidiary Cosmos Hotel Group, has ent...

February 1, 2023 February 1, 2023 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 22 декабря 2020

Sistema PJSFC: Sistema Group completes acquisition of hotel business from Wenaas Hotel Russia

Sistema PJSFC: Termination of transaction to purchase a 47.7% stake in Melon Fashion Group

Sistema PJSFC: Sistema Group to double its hospitality business

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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