Report
Andrey Kuznetsov ...
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 21 июня 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НЕФТЯНОЙ РЫНОК НЕ РАЗДЕЛИЛ ОБЩЕГО ОПТИМИЗМАИндекс MSCI EM прибавил 0,8% - рынки проигнорировали последнее обострение торговых споров между США и Китаем. Россия оказалась одним из лидеров, индекс MSCI Russia прибавил 2,2%. Мы ожидаем небольшой коррекции сегодня утром, так как последние события на глобальных рынках были довольно неоднозначными, а цены на нефть снижаются на фоне все большего числа сообщений о том, что участники ОПЕК+ могут договориться об увеличении добычи.НОВОСТИ> Ежегодный пересмотр индексов MSCI: Саудовская Аравия и Аргентина войдут в индекс MSCI EM> С 10 по 18 июня ИПЦ в России вырос на 0,1%> В мае экономические индикаторы продолжили рост> Росту ВВП Украины в 1К18 способствовали инвестиции, а также оптовая и розничная торговля> Минфин предложил однократное повышение НДПИ для Газпрома> Компания М.Видео объявила о планах приобретения магазинов MediaMarkt
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.

M Video

M.video PAO (formerly known as M.video OAO) is a Russia-based consumer electronics and home appliance retail chain. M.video PAO operates through numerous stores in over 100 cities, as well as through online store within the Russian Federation. It offers audio, video, digital, small and large home appliances, media and entertainment products, as well as accessories. It also offers products delivery and repair services. In addition, the Company provides management and consulting services for holding companies and for companies active in the financial and industrial sectors. M.video PAO operates through two wholly owned subsidiaries, located in Moscow. As of December 31, 2011, the Company's major shareholder was Svece Limited with a stake of 67.78%.

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
Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

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