Report
Alexander Sychev ...
  • Alexey Bulgakov
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Kirill Rogachev
  • Nikolay Minko
  • Rodion Lomivorotov
  • Yuri Popov

Долговые рынки сегодня - 31 мая 2019

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке российских суверенных еврооблигаций наблюдались покупки со стороны локальных инвесторов. К закрытию цены поднялись не более чем на 0,4 п. п. (у выпуска Россия-47). На втором месте оказались Россия-35, подорожавшие на 0,2 п. п. Активность была невысокой.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ наблюдалось восстановление котиро-вок после коррекции на предыдущей сессии. Доходность снизилась на 7-10 б. п. вдоль кривой. Обороты составили 38 млрд руб., наибольший объем операций по-прежнему совершался с пятилетними ОФЗ-26227 (около 7 млрд руб.) .НОВОСТИ> В 2019 году инфляция должна замедлиться, а в 2020 году ожидается ускорение роста ВВП> Рекордные дивиденды поддержат устойчивость рубля> Доля нерезидентов на рынке ОФЗ в апреле достигла 27,8% - это на 1,1 п. п. больше, чем в марте> Результаты Газпрома за 1К19 по МСФО> Результаты ВТБ за 1К19 по МСФО: низкая стоимость риска, но слабые ключевые статьи> Московский кредитный банк объявил слабые результаты за 1К19 по МСФО
Underlyings
Gazprom (GDR)

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.

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
Alexander Sychev

Alexey Bulgakov

Alisa Zakirova

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Kirill Rogachev

Nikolay Minko

Rodion Lomivorotov

Yuri Popov

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