Report
Andrey Gromadin ...
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 16 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ОБЩИЙ ФОН СКОРЕЕ НЕЙТРАЛЬНЫЙ, НО ПОЛИТИЧЕСКИЕ РИСКИ СОХРАНЯЮТСЯВчера и сегодня четкой динамики на глобальных рынках акций не наблюдалось. В центре внимания были инфляция и реакция центробанков на ее ускорение. Индекс MSCI EM прибавил 0,1%, а индекс РТС после пятничного обвала сумел восстановиться только на 0,4%. Сейчас оценочные коэффициенты российского рынка находятся на минимумах с начала года, что обусловлено политическими рисками. Впрочем, сегодня утром индикаторы российского рынка выглядят скорее позитивно, как и цены на нефть.
НОВОСТИ> Профицит счета текущих операций России по итогам 10М21 достиг $94,4 млрд> Положительное сальдо российского бюджета в октябре составило 0,5 трлн руб.> Операционные данные Газпрома на середину ноября указывают, что объемы экспорта остаются низкими> Газпром нефть объявила дивиденды за 9М21> МТС планируют продажу вышек> HeadHunter: результаты за 3К21 выше консенсус-прогноза, прогноз выручки повышен, как и ожидалось> Чистая прибыль Русагро в 3К21 утроилась, что предполагает дивидендную доходность в 2021 году на уровне 13%; гендиректор ушел в отставку
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.

HEADHUNTER GROUP PLC

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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
Andrey Gromadin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Mikhail Krasnoperov

Research Team

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch