Report
Alexander Golinsky ...
  • Alexey Bulgakov
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrew Keeley
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Irina Lapshina
  • Kirill Rogachev
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

Долговые рынки сегодня - 22 июня 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке российских суверенных еврооблигаций в пятницу сохранялась сдержанная динамика, лишь длинные выпуски подорожали на 0,3 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИПеред заседанием ЦБ РФ активность на рынке ОФЗ была крайне низкой, наблюдались покупки со стороны локальных инвесторов, доходности снижались на 4-5 б. п. После решения регулятора снизить ключевую ставку на 100 б. п. и мягкой риторики главы ЦБ РФ активизировались покупки со стороны нерезидентов, и в середине кривой доходности снизились на 15 б. п., а в длинном участке - на 8 б. п. К закрытию данное движение было отчасти нивелировано: по итогам дня доходность снизилась на 8 б. п. в середине кривой, а в длинном участке изменения были незначительными. Обороты составили 49 млрд руб.НОВОСТИ> Быстрая дезинфляция и слабые данные вынудили ЦБ РФ понизить ключевую ставку на 100 б. п.> Экономика России. Спад продолжается> Экономика России. В мае началась дезинфляция> ЦБ понизил ключевую ставку на 100 б. п. и может пересмотреть оценку нейтральной ставки> Сегодня ЦБ проводит два аукциона длинного РЕПО - сроком на месяц и на год> Развитие событий в связи с разливом топлива в Норильске> ЦБ: еженедельный обзор по балансовым показателям банковского сектора и заявкам на реструктуризацию кредитов> Газпром размещает новые долларовые еврооблигации
Underlyings
Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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
Alexander Golinsky

Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrew Keeley

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Irina Lapshina

Kirill Rogachev

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch