Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Sheybe

CIS Market Daily - 1 июля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ С САММИТА "БОЛЬШОЙ ДВАДЦАТКИ" В ОСНОВНОМ ПОЗИТИВНЫЕ, СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ ЗАСЕДАНИЯ ОПЕК/ОПЕК+В пятницу динамика рынков была неоднозначной. Индекс MSCI EM остался без изменений, а российский рынок в пятницу оказался в числе отстающих (индекс РТС снизился на 0,5% до 1 381 пункта). По итогам саммита "большой двадцатки" почти не появилось новостей, которые были бы значимыми для отношений России и США. В то же время Россия и Саудовская Аравия высказались за продление ограничений на добычу нефти в рамках ОПЕК+, а США и Китай выразили готовность возобновить торговые переговоры. На этом фоне сегодня растут рынки акций АТР и цены на нефть. В центре внимания сегодня и завтра будет конференция ОПЕК/ОПЕК+.НОВОСТИ> Вывод капитала из акций развивающихся рынков идет десятую неделю подряд, несмотря на рост индексов> Цена Брент нацелилась на отметку $70/барр. по итогам саммита "большой двадцатки" на фоне продления договоренностей ОПЕК+ на девять месяцев> Глава Газпрома высказался о перспективах монетизации казначейских акций> Консорциум японских компаний вошел в проект "Арктик СПГ 2" с 10%-й долей> РусГидро и ВТБ могут пересмотреть форвардный контракт
Underlyings
Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC 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
Aleksey Ryabushko

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Fedor Kornachev

Mikhail Sheybe

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