Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 18 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ КОНСОЛИДИРУЮТСЯ - ПОЗИТИВНЫЙ ЭФФЕКТ ОТ НОВОСТЕЙ О РАЗРАБОТКЕ ВАКЦИНЫ СОШЕЛ НА НЕТ, А ЗАБОЛЕВАЕМОСТЬ COVID-19 ПРОДОЛЖАЕТ РАСТИЗа последнее время рынки привыкли к позитивным новостям, но вчера им пришлось вернуться к реальности: заболеваемость COVID-19 в ключевых странах растет, одобренная вакцина станет массово доступной в лучшем случае через несколько месяцев, а переговоры о стимулировании экономики США снова зашли в тупик. Индекс MSCI ACWI просел на 0,1%, индекс РТС отступил на 0,8% до 1 258 пунктов. Сегодня утром индикаторы азиатских рынков растут, рынков EMEA и США - снижаются, а российского рынка - скорее указывают на нейтральную динамику в начале торгов.
НОВОСТИ> Годовое снижение промышленного производства в России в октябре ускорилось> Газпром нефть: дивиденд на акцию за 9М20 чуть ниже ожиданий> Роснефть назвала потенциального покупателя доли в Vostok Oil> Показатели МТС за 3К20 превзошли ожидания; компания обновила корпоративный прогноз на 2020 год
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).

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. 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
Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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