Report
Alexander Golinsky ...
  • Alisa Zakirova
  • Andrew Keeley
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov

Долговые рынки сегодня - 26 октября 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ пятницу продолжалась фиксация прибыли в длинных суверенных еврооблигациях России: самый слабый результат показали Россия-47, потеряв в цене 0,3 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ до заседания ЦБ РФ активность была крайне низкой, однако доходности опустились на 2-3 б. п. на фоне резкого укрепления рубля. После заседания регулятора, на котором, как и ожидалось, было принято решение не менять ключевую ставку, доходности вернулись чуть ближе к предыдущим уровням. Обороты составили 19 млрд руб.НОВОСТИ> Внешний долг РФ в 3К20 сократился на $20,4 млрд на фоне ослабления рубля и погашений> Итоги заседания ЦБ РФ. Ставка не изменилась, возможно ее снижение в декабре> Доля вложений нерезидентов в ОФЗ в сентябре снизилась до 26,8%> ВТБ планирует выкуп привилегированных акций> Газпром сохранил консервативные оценки экспорта
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.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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

Alisa Zakirova

Andrew Keeley

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Nikolay Minko

Research Team

Rodion Lomivorotov

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  • Research Team
  • Rodion Lomivorotov

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