Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 16 июня 2021

КОММЕНТАРИЙ И ПРОГНОЗ - В РОССИИ В ЦЕНТРЕ ВНИМАНИЯ САММИТ ПРЕЗИДЕНТОВ, ГЛОБАЛЬНЫЕ РЫНКИ ЖДУТ РЕШЕНИЯ ФРС Большинство фондовых индексов во вторник снизились (индекс MSCI ACWI ослаб на 0,1%), скорее всего, из-за осторожного настроя инвесторов в преддверии решения ФРС. Индекс РТС отступил на 1,3% до 1 665 пунктов, показав примерно такой же результат, как индексы развивающихся рынков ЕМЕА. В центре внимания сегодня встреча президентов Владимира Путина и Джо Байдена, однако основные новости, вероятно, появятся ближе к закрытию или уже после завершения торговой сессии в Москве. Глобальные рынки ждут решения ФРС по процентной ставке.
НОВОСТИ> Росстат улучшил оценку ВВП России в 1К21> Газпром нефть оценивает совокупные капиталовложения в разработку неоком-юрских залежей в 500 млрд руб.> Показатели АФК "Системы" за 1К21 по МСФО соответствуют консенсус-прогнозу> X5 Retail Group рассматривает возможность стратегического партнерства или СП для онлайн-сегмента> Размер оставшейся части программы льготной ипотеки в новой версии, вероятно, будет в 3,4 раза меньше уже выданного объема кредитов> Рост экономической активности в Казахстане замедлился в мае
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).

Sistema PJSFC

Sistema is a telecommunications and technology investment group based in Russia. Co. invests in, and manages a range of companies which operate in the telecommunications, oil and energy, high technology, banking and other sectors. The main focus of Co.'s activities is service-based industries. Co.'s operations are organized along four segments: Telecommunications, Technology and Industry, Consumer Assets and Oil and Energy. Through its subsidiaries, Co.'s activities include: wireless telecommunications services , IT and systems integration, cable TV, manufacturing of radiotechnical equipment, oil, gas and energy production, banking activities, trading and investing and financing activities.

Sistema PJSFC Sponsored GDR RegS

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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 Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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