Report
Andrew Keeley ...
  • Andrey Gromadin
  • Anton Chernyshev
  • Arthur Cherkesov
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 19 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - УТРЕННИЕ ИНДИКАТОРЫ УКАЗЫВАЮТ НА РОСТ НА ФОНЕ ПОЛИТИЧЕСКИХ КОММЕНТАРИЕВ И НОВОСТИ О ПРОДАЖЕ АКЦИЙ МАГНИТАИндекс РТС вчера снизился на 2,3%, Россия по итогам дня выглядела слабее прочих развивающихся рынков. В последние часы основной московской сессии в сегменте развивающих рынков началось снижение. Кроме того, инвесторы отреагировали на комментарии российского президента по внешней политике. В целом динамика вчера рынков оказалась неоднородной, индекс MSCI ACWI завершил день на уровнях среды. Сегодня утром индикаторы мирового и российского рынков указывают на рост, инвесторы будут учитывать в котировках последствия возможной сделки по продаже акций Магнита банком ВТБ, о которой было объявлено вчера вечером.
НОВОСТИ> Нефть подорожала на фоне ослабления доллара; инвесторы почти полностью учли в ценах скоординированное использование стратегических резервов> Результаты Газпром нефти за 3К21: уверенный рост свободного денежного потока> Банк "Санкт-Петербург" представил сильные результаты за 3К21 и повысил долгосрочный прогноз> ВТБ продает долю в Магните: последствия для ВТБ> Прогноз результатов QIWI за 3К21: влияние временных ограничений ЦБ на трансграничные платежи по-прежнему ощущается> ВТБ продает долю в Магните: последствия для Магнита
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).

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

Qiwi Plc Sponsored ADR Class B

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Andrew Keeley

Andrey Gromadin

Anton Chernyshev

Arthur Cherkesov

Cole Akeson

Fedor Kornachev

Mikhail Krasnoperov

Research Team

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