Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Rodion Lomivorotov
  • Svetlana Sukhanova
  • Vladimir Lezhnev

CIS Market Daily - 12 февраля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ В АВАНГАРДЕ РАЛЛИ РАЗВИВАЮЩИХСЯ РЫНКОВ; СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ - НЕФТЬ, ИНДЕКСНЫЙ ПРОВАЙДЕР MSCI И ФРС СШАИндекс РТС вчера вырос на 2,4% до 1540 пунктов: Россия опередила индекс MSCI EM, который поднялся на 1,1%. Также сегодня ожидается целый ряд событий, которые будут важны для России и глобального нефтяного рынка. MSCI поздно вечером объявит итоги ребалансировки рынка. Кроме того, запланированы выступления главы ФРС и представителей других центробанков.
НОВОСТИ> В январе положительное сальдо счета текущих операций РФ достигло $9,5 млрд> Как приобретение Сбербанка повлияет на макроэкономику> Газпром нефть может ускорить переход к 50%-му коэффициенту дивидендных выплат> Результаты Полюса за 4К19 по МСФО: EBITDA на уровне прогнозов> Минфин предлагает скорректировать правила уплаты НДПИ для производителей угля и алмазов> Прогноз результатов VEON за 4К19 по МСФО> Ростелеком объявил результаты реализации преимущественного права на покупку акций допэмиссии
Underlyings
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).

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

VimpelCom Ltd. ADS

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

Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Rodion Lomivorotov

Svetlana Sukhanova

Vladimir Lezhnev

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