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

CIS Market Daily - 29 мая 2020

КОММЕНТАРИЙ И ПРОГНОЗ - В ЧЕТВЕРГ РОССИЙСКИЙ РЫНОК БЫЛ НА ПОДЪЕМЕ, НО ВЕЧЕРОМ СИТУАЦИЯ УХУДШИЛАСЬ ИЗ-ЗА НАПРЯЖЕННОСТИ МЕЖДУ США И КНРИндекс РТС вчера вырос на 2,4% и закрылся на максимальной с марта отметке 1 242 пункта. Рынки EMEA в целом были настроены позитивно, однако сегодня глобальный настрой подпортили сообщения о том, что президент США в пятницу собирается выступить с заявлением по китайскому вопросу. Большинство утренних индикаторов упало относительно значений, наблюдавшихся на момент вчерашнего закрытия МосБиржи.
НОВОСТИ> Прогноз результатов ЛУКойла за 1К20: прибыль и свободный денежный поток ожидаются на низком уровне> Результаты Газпром нефти за 1К20: чистый убыток и низкий свободный денежный поток> Газпром: итоги телефонной конференции по европейским рынкам газа> СМИ: Eurofer хочет добиться трехкратного повышения антидемпинговых пошлин на горячекатаный прокат Северстали
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.

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).

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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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