Sberbank - Gazprom (GDR) (OGZD) ... CIS Market Daily - 12 июля 2021

Report

Sberbank

Andrey Kuznetsov ...

Andrey Gromadin
Anna Kotelnikova
Cole Akeson
Research Team

CIS Market Daily - 12 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЙ МИНИМАЛЬНЫЙ НАЛОГ НА ПРИБЫЛЬ КОМПАНИЙ, НАЛОГООБЛОЖЕНИЕ РОССИЙСКИХ МЕТАЛЛУРГОВ И ОТНОШЕНИЯ РОССИИ С СШАРынки восстановились в пятницу на фоне рефляционной темы после падения в четверг и неоднозначной динамики в предыдущие дни на прошлой неделе. Индекс MSCI ACWI вырос на 0,9%. Российский рынок следовал за аналогами, индекс РТС вырос на 0,5% до 1 635 пунктов. В начале этой неделе в центре внимания будет обсуждение глобального соглашения о минимальном налоге на прибыль компаний, взаимодействие США и России по вопросам кибербезопасности и охраны окружающей среды, политические дискуссии вокруг Северного потока - 2 и обсуждение изменений НДПИ для предприятий металлургической отрасли.
НОВОСТИ> Запуск в эксплуатацию Северного потока - 2 ожидается до конца года

12/07/2021 1 RU

Underlyings

Gazprom (GDR)

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US3682872078 Moscow Exchange MICEX-RTS Russia

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.

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RU0007661625 Moscow Exchange MICEX-RTS Russia

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Research Team

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CIS Market Daily - 12 июля 2021

Raiffeisen Research Institutional Equity Daily 05.09.2022

Raiffeisen Research Institutional Equity Daily 01.07.2022

WOOD Daily: LVC PW, PCF PW, SNN RO, SNP RO, SNG RO, OGZD LI, ROSN LI, OMV AV, MOH GA, KAP LI

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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