Sberbank - Gazprom Neft (GDR) (GZPFY) ... CIS Market Daily - 29 сентября 2020

Report

Sberbank

Andrey Kuznetsov ...

Andrey Gromadin
Anna Kotelnikova
Cole Akeson
Research Team

CIS Market Daily - 29 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПОДДЕРЖКУ РЫНКАМ ОКАЗЫВАЮТ НАДЕЖДЫ НА СТИМУЛИРОВАНИЕ В США; В ЦЕНТРЕ ВНИМАНИЯ НОВОСТИ ПО COVID-19 И ПОЛИТИЧЕСКИЕ СОБЫТИЯБольшинство глобальных рынков акций выросли, лидировал S&P 500 (плюс 1,6%). Новые попытки американских политиков достичь компромисса в переговорах о стимулирующих мерах дали рынку надежду на то, что дополнительное финансирование и экономическая поддержка будут предоставлены до выборов в США. Россия оказалась среди отстающих, индекс РТС прибавил 0,2%, а курс доллара превысил 79 руб., что СМИ связывают с региональными геополитическими проблемами. Сегодня в центре внимания заявления правительств о ситуации с COVID-19, рассмотрение в Госдуме законопроекта об изменениях налогообложения нефтяной отрасли и дебаты кандидатов в президенты США.
НОВОСТИ> Татнефти и Газпром нефти может быть предоставлена налоговая компенсация

29/09/2020 10 RU

Underlyings

Gazprom Neft (GDR)

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US36829G1076 Pink OTC Markets United States

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).

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RU0009062467 Moscow Exchange MICEX-RTS Russia

TATNEFT (PREF A)

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RU0006944147 Moscow Exchange MICEX-RTS Russia

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

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RU0009033591 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Research Team

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CIS Market Daily - 29 сентября 2020

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