Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 26 мая 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ОПАСЕНИЯ ОТНОСИТЕЛЬНО ИНФЛЯЦИИ, СЛАБЕЮЩИЙ ДОЛЛАР, САММИТ ПРЕЗИДЕНТОВ И ПРОЧИЕ ПОЛИТИЧЕСКИЕ НОВОСТИИндекс MSCI ACWI вчера прибавил 0,2%: в начале дня росли рынки АТР, а затем на торгах в США начался спад. Макростатистика снова вызвала опасения относительно инфляции в США и во всем мире. Индекс РТС вчера достиг максимального уровня с начала пандемии: 1 581 пункт. На российский рынок также влияли политические заявления из ЕС и США.
НОВОСТИ> Промышленное производство в России в апреле выросло на 7,2%> Прогноз результатов Газпрома за 1К21: ожидается сильный рост прибыли и свободного денежного потока> Газпром изучает возможность строительства в Санкт-Петербурге новой башни высотой 703 м> Прогноз результатов Интер РАО за 1К21
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.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

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 Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Research Team

Rodion Lomivorotov

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