Report
Alexander Golinsky ...
  • Alexey Bulgakov
  • Alisa Zakirova
  • Andrey Gromadin
  • Anna Kotelnikova
  • Ekaterina Sidorova
  • Nikolay Minko
  • Research Team

Долговые рынки сегодня - 29 мая 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ четверг изменения цен российских суверенных еврооблигаций вновь были незначительными, и только длинным выпускам удалось подорожать на 0,4-0,5 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИПосле значительного чистого притока средств нерезидентов в ОФЗ, зафиксированного на прошлой неделе (по данным НРД, он составил 83 млрд руб.), на этой неделе преобладает отток. За первые три дня он достиг 16,4 млрд руб., причем его основная часть пришлась на погашенный выпуск ОФЗ-26214. Слабые результаты аукционов спровоцировали в среду усиление продаж (преимущественно со стороны нерезидентов), которые продолжились в четверг утром. Продажи в основном проходили в длинном участке кривой; доходность в этом сегменте поднялась на 2-3 б. п. К вечеру продажи сократились, и доходность вернулась на уровни предыдущего закрытия. Обороты на рынке составили 37 млрд руб.НОВОСТИ> Прогноз результатов ЛУКойла за 1К20> Газпром: итоги телефонной конференции по европейским рынкам газа> Газпром нефть опубликовала результаты за 1К20> РСХБ опубликовал показатели за 1К20 по МСФО
Underlyings
Gazprom (GDR)

Gazprom Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

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.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

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

Alisa Zakirova

Andrey Gromadin

Anna Kotelnikova

Ekaterina Sidorova

Nikolay Minko

Research Team

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