Report
Anastasia Khakhaeva ...
  • Andrey Gromadin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Ekaterina Usanova
  • Fedor Kornachev
  • Konstantin Samarin
  • Maria Martynova
  • Mikhail Krasnoperov
  • Research Team
  • Sergey Donskoy

CIS Market Daily - February 8, 2022

MARKET COMMENT - WATCHING FOR DIPLOMATIC, SANCTIONS NEWS AMID CYCLICAL RALLYGlobal markets were mixed, the MSCI ACWI edging down 0.1% as cyclicals gained and growth stocks waned. The RTS rose 0.6% to reach 1,445, participating in the rally for cyclicals, while mostly constructive diplomatic remarks overnight and continued appetites for cyclicals in global markets have driven gains in Russia indicators early this morning.STORIES> Diplomatic talks yield constructive remarks, events to watch> Rosatom could develop nuclear generating capacity for Gazprom's transportation business> Nornickel 2021 IFRS preview: Focus on 2022 guidance> Yandex 4Q21 US GAAP preview> Ticket seller Kassir.ru challenges court settlement on enriched search results> Ivanovs and financial markets: Long-term growth potential remains for retail brokers> Kazakh inflation ticks up to 8.5% y-o-y in January
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).

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Anastasia Khakhaeva

Andrey Gromadin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Ekaterina Usanova

Fedor Kornachev

Konstantin Samarin

Maria Martynova

Mikhail Krasnoperov

Research Team

Sergey Donskoy

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