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

CIS Market Daily - February 7, 2022

MARKET COMMENT - SANCTIONS, POLITICS, MSCI, US CPI, CBR ON THIS WEEK'S AGENDAA much stronger than expected US payroll report pushed US indexes higher on Friday after a lukewarm day elsewhere. However, investors also interpreted the report as another signal to the Fed to be more hawkish. The RTS gained 0.3% to reach 1,436. Russia indicators are higher this morning, while global indicators are more mixed. The week's agenda is already heavy with relevant political events, company releases, and Russian and US macro reports, which we detail inside.STORIES> Gazprom and CNPC sign new long-term gas supply contract> Magnit 4Q21 EBITDA above consensus at 7.4% despite Dixy consolidation
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

Cole Akeson

Ekaterina Usanova

Konstantin Samarin

Mikhail Krasnoperov

Research Team

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch