Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Research Team
  • Svetlana Sukhanova

CIS Market Daily - 31 марта 2021

КОММЕНТАРИЙ И ПРОГНОЗ - КОРПОРАТИВНЫЕ РЕЗУЛЬТАТЫ, ЗАСЕДАНИЕ ОПЕК+, СТАТИСТИКА ИЗ США, В Т. Ч. ПО НЕФТИ, ПОЛИТИЧЕСКИЕ ЗАЯВЛЕНИЯ РОССИИ И СШАБольшинство рынков АТР и EMEA вчера подрастали, тогда как США и Россия завершили день в минусе (S&P 500 снизился на 0,3%, индекс РТС отступил на 0,5% до 1 460 пунктов). Утренние индикаторы обещают позитивную динамику российского рынка, но менее однозначную - для мировых торговых площадок. Сегодня ожидаются корпоративные результаты, заседание министерского мониторингового комитета ОПЕК+, данные по запасам нефти за неделю в США, а также статистика занятости в США за месяц, комментарии по отношениям США и России и презентация масштабной программы поддержки инфраструктуры, которую предложит президент США Джо Байден.
НОВОСТИ> Результаты Транснефти за 4К20 выше ожиданий> Финансовый и операционный директор Яндекса уходит в отставку> Показатели QIWI за 4К20 и ее прогнозы на 2021 год соответствуют нашим ожиданиям> Андрей Протопопов возглавит QIWI> Результаты OZON за 4К20: выручка и убыток по EBITDA выше, чем мы ожидали> Менеджмент Юнипро ожидает возобновления работы Березовской ГРЭС в апреле, по-прежнему планируются дивиденды на сумму 20 млрд руб.> Три соучредителя Глобалтранса выкупили у четвертого 0,9% акций
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.

Ozon Holdings

Qiwi Plc Sponsored ADR Class B

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

Unipro

E.ON Russia is engaged in the wholesale electricity market, it produces and sells electric and heat power. As of Dec. 31, 2012, the structure of Co. includes five heat power plants with the total installed capacity of 10,345 MW/2,125.9 Gcal/h: Surgutskaya GRES-2 (Khanty-Mansi Autonomous Area, Tyumen Region), Berezovskaya GRES (Krasnoyarsk Territory), Shaturskaya GRES (Moscow Region), Smolenskaya GRES (Smolensk Region) and Yaivinskaya GRES (Perm Territory).

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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

Cole Akeson

Fedor Kornachev

Research Team

Svetlana Sukhanova

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