Sberbank - Gazprom (GDR) (OGZD) ... Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 28 Ð¼Ð°Ñ 2019

Report

Sberbank

Alexander Sychev ...

Alexey Bulgakov
Alisa Zakirova
Andrey Kuznetsov
Andrey Gromadin
Anna Kotelnikova
Anton Stroutchenevski
Artem Vinogradov
Ekaterina Sidorova
Oksana Mustiatsa
Rodion Lomivorotov
Svetlana Sukhanova

28/05/2019 43 RU

Underlyings

Gazprom (GDR)

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US3682872078 Moscow Exchange MICEX-RTS Russia

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

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RU0007661625 Moscow Exchange MICEX-RTS Russia

VEON

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VimpelCom Ltd. ADS

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US92719A1060 Berlin Stock Exchange United States

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

Alexander Sychev

Alexey Bulgakov

Alisa Zakirova

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 05.09.2022

 AT: Utilities - Austrian government announces electricity price caps for households (negative)  Oil&Gas - Oil price: G7 is getting serious about a price ceiling on Russian oil  RO:Banca Transilvania - Banca Transilvania takes a loan of EUR 25 mn from the EBRD to support lending to businesses (neutral)

September 5, 2022 September 5, 2022 1 EN

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 01.07.2022

 AT: Andritz - Andritz acquried Bonetti group (neutral)  AT: Andritz - Andritz to supply fiberline and lime kiln equipment to Sun Paper, China (neutral)  AT: UBM - UBM sells project and construction management subsidiary Alba (neutral)  AT: Wienerberger - Strong Q2 results trigger FY EBITDA guidance upgrade (positive)  AT: Zumtobel - Better than expected Q4 results despite higher warranty costs, FY 21/22 guidance beat, implied FY 22/23 EBIT range in line with RBIe (positive)  CZ: CEZ - CEZ interested in booking Damborice gas storage facility (neutral)  RO: One United Properties - One bo...

July 1, 2022 July 1, 2022 1 EN

Wood and Company

WOOD Daily: LVC PW, PCF PW, SNN RO, SNP RO, SNG RO, OGZD LI, ROSN LI, OMV AV, MOH GA, KAP LI

HEADLINES: • LiveChat Software: 4Q21-22 (calendar 1Q22) results - EBITDA up 10% yoy, 8% below our estimates NEGATIVE • PCF Group: Outriders Worldslayer released, initial Steam reviews disappoint NEGATIVE • Nuclearelectrica: calls GMS to approve EUR 185m financing for EnergoNuclear NEGATIVE • OMV Petrom: the government adopts the Ordinance reducing fuel prices by RON 0.5/litre • Romgaz: transaction with Exxon to be completed at end-July 2022 NEUTRAL • Gazprom: AGM fails to approve its 2021 dividend NEGATIVE • Rosneft: AGM approves the 2H21 dividends POSITIVE • OMV: another refinery outage incr...

July 1, 2022 July 1, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 28 Ð¼Ð°Ñ 2019

Raiffeisen Research Institutional Equity Daily 05.09.2022

Raiffeisen Research Institutional Equity Daily 01.07.2022

WOOD Daily: LVC PW, PCF PW, SNN RO, SNP RO, SNG RO, OGZD LI, ROSN LI, OMV AV, MOH GA, KAP LI

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 28 Ð¼Ð°Ñ 2019