Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 23 июля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - СЕГОДНЯ НА ПОВЕСТКЕ ДНЯ ОТЧЕТНОСТЬ КОМПАНИЙ, ДАННЫЕ ПО БЕЗРАБОТИЦЕ В США И РЕШЕНИЯ РЯДА ЦЕНТРОБАНКОВ РАЗВИВАЮЩИХСЯ РЫНКОВИндекс РТС вчера упал на 0,4% до 1 255 пунктов; аналогичное снижение показали фондовые индексы АТР и региона EMEA. Настрой глобальных инвесторов улучшился во время американской торговой сессии, отчасти благодаря признакам того, что переговоры о пакете стимулирующих мер в США несколько продвинулись в нужном направлении. Глобальные индикаторы сегодня утром неоднородны. Ожидается публикация отчетности нескольких российских компаний, а также выход в США данных по числу обращений за пособием по безработице и решения по ставкам от нескольких центробанков развивающихся рынков.
НОВОСТИ> Недельная инфляция в РФ оказалась нулевой> НОВАТЭК откроет непростой сезон отчетности за 2К20> Круглый стол Газпрома по газовому рынку: основные выдержки> Операционные результаты ФосАгро за 2К20: хорошие объемы продаж> В июне экономическая активность на Украине, вероятно, улучшилась
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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

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