Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Irina Lapshina
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 28 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РАЛЛИ НА ТОРГОВЫХ ПЛОЩАДКАХ США СПОСОБСТВУЕТ РОСТУ ГЛОБАЛЬНЫХ РЫНКОВ; НА ПОСТСОВЕТСКОМ ПРОСТРАНСТВЕ ВНИМАНИЕ ПРИКОВАНО К АРМЕНИИ И АЗЕРБАЙДЖАНУРоссия продемонстрировала едва ли не худшую динамику в сегменте развивающихся рынков: индекс РТС в пятницу упал на 2,0% и к закрытию составил 1 165 пунктов. Снижение цен на нефть и ослабление рубля также не способствовали оптимизму среди инвесторов. Ралли на биржах США обеспечивает участникам торгов более позитивный фон, хотя новых фундаментальных причин для роста котировок нет. На этой неделе большое значение будет иметь рост международной напряженности в условиях резкого обострения давних противоречий между Арменией и Азербайджаном. Кроме того, ожидается много мероприятий, в рамках которых у лидеров ЕС будет повод высказаться о российско-европейских отношениях. В США пройдут дебаты кандидатов на президентский пост.
НОВОСТИ> Институциональные инвесторы обеспечили незначительный чистый приток капитала в акции России и прочих развивающихся рынков> СМИ: Транснефть выплатит дивиденды за 2019 год в полном объеме> Газпром подтвердил приверженность текущей дивидендной политике, несмотря на планы газификации> Владимир Потанин рассказал об экологических капитальных расходах Норникеля
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.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

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

Cole Akeson

Irina Lapshina

Research Team

Vladimir Lezhnev

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