Report
Andrey Gromadin ...
  • Anton Chernyshev
  • Cole Akeson
  • Ekaterina Usanova
  • Konstantin Samarin
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 7 февраля 2022

КОММЕНТАРИЙ И ПРОГНОЗ - АМЕРИКАНСКИЙ РЫНОК АКЦИЙ В ПЯТНИЦУ ВЫРОС НА ФОНЕ ДАННЫХ ПО ЗАНЯТОСТИ И ОТЧЕТНОСТИ КОМПАНИЙВ пятницу фондовые индексы в США начали расти после выхода январских данных по занятости, которые оказались намного сильнее прогнозов. В то же время инвесторы решили, что эта статистика - еще один аргумент в пользу более существенного ужесточения политики ФРС. Индекс РТС в пятницу поднялся на 0,3% до 1 436 пунктов.
НОВОСТИ> Котировки нефти достигли новых максимумов с начала года, в центре внимания данные по занятости в США> Газпром и CNPC подписали новый долгосрочный контракт на поставку российского газа в Китай> Результаты Магнита за 4К21: рентабельность по EBITDA составила 7,4%, превысив консенсус-прогноз, несмотря на консолидацию ДИКСИ
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.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit 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
Andrey Gromadin

Anton Chernyshev

Cole Akeson

Ekaterina Usanova

Konstantin Samarin

Mikhail Krasnoperov

Research Team

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