Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 23 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПЕРСПЕКТИВА СКОРОЙ ВАКЦИНАЦИИ В США И ВЕЛИКОБРИТАНИИ ПОДДЕРЖИВАЕТ НАСТРОЙ ГЛОБАЛЬНЫХ РЫНКОВБольшинство рынков за пределами США в пятницу выросли. Индекс РТС за день прибавил 0,3%, а по итогам недели - 2,8%, опередив индекс MSCI EM, который вырос только на 1,8%. Оптимизм поддержали новости о том, что в США и Великобритании уже в декабре может начаться массовая вакцинация от коронавируса.
НОВОСТИ> Приток в акции развивающихся рынков вторую неделю подряд был близок к рекордному, лидировал Китай> Экономика России. Динамика в октябре была вялой> Газпром требует увеличить поддержку своих СПГ проектов> Лукойл, как сообщают СМИ, рассматривает возможность продажи своих генерирующих активов> QIWI: усиливаются риски, связанные с регулированием> Результаты HeadHunter за 3К20 по МСФО выше консенсус-прогнозов, восстановление продолжается> ВВП Казахстана в 3К20 упал на 4,8% по сравнению с 3К19
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.

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).

Qiwi Plc Sponsored ADR Class B

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
Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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  • Olga Sterina
  • Research Team
  • Rodion Lomivorotov

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