- Andrey Kuznetsov
- Andrey Gromadin
- Anna Kotelnikova
- Cole Akeson
- Irina Lapshina
- Svetlana Sukhanova
CIS Market Daily - 8 Ð¸ÑŽÐ»Ñ 2019
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ДÐÐÐЫЕ ПО ЗÐÐЯТОСТИ Ð’ СШРСПРОВОЦИРОВÐЛИ ПÐДЕÐИЕ ФОÐДОВЫХ РЫÐКОВ, ÐРТЕКУЩЕЙ ÐЕДЕЛЕ ОЖИДÐЕТСЯ ÐœÐОГО Ð’ÐЖÐЫХ СОБЫТИЙВ минувшую пÑтницу рынки акций отÑтупали. Ð˜Ð½Ð´ÐµÐºÑ MSCI EM ÑнизилÑÑ Ð½Ð° 0,4%, MSCI Europe - на 1,3% (на 0,7% в евро), S&P 500 - на 0,2%. Главным Ñобытием Ð´Ð½Ñ Ñтала Ð¿ÑƒÐ±Ð»Ð¸ÐºÐ°Ñ†Ð¸Ñ Ð´Ð°Ð½Ð½Ñ‹Ñ… по рынку труда в СШÐ, ÑоглаÑно которым чиÑло рабочих меÑÑ‚ вне ÑельÑкого хозÑйÑтва увеличилоÑÑŒ на 224 Ñ‚Ñ‹Ñ., значительно превыÑив конÑенÑуÑ-прогноз, предполагавший роÑÑ‚ на 160 Ñ‚Ñ‹Ñ. (напомним, меÑÑцем ранее Ñтот показатель Ð²Ñ‹Ñ€Ð¾Ñ Ð½Ð°Ð¼Ð½Ð¾Ð³Ð¾ менее ÑущеÑтвенно - вÑего на 75 Ñ‚Ñ‹Ñ.). Ðта ÑтатиÑтика оÑлабила Ð¾Ð¶Ð¸Ð´Ð°Ð½Ð¸Ñ Ñ‚Ð¾Ð³Ð¾, что ФРС ÑущеÑтвенно ÑмÑгчит Ñвою политику. РоÑÑÐ¸Ñ Ñледовала за общим негативным трендом: Ð¸Ð½Ð´ÐµÐºÑ Ð Ð¢Ð¡ ÑнизилÑÑ Ð½Ð° 0,9% до 1 399 пунктов. ПредÑтоÑÑ‰Ð°Ñ Ð½ÐµÐ´ÐµÐ»Ñ Ð±ÑƒÐ´ÐµÑ‚ наÑыщена ÑобытиÑми: ÑÐµÐ³Ð¾Ð´Ð½Ñ Ð¾Ð¶Ð¸Ð´Ð°ÐµÑ‚ÑÑ Ð±Ð¾Ð»ÑŒÑˆÐ¾Ðµ количеÑтво глобальных политичеÑких новоÑтей, а в течение недели в центре Ð²Ð½Ð¸Ð¼Ð°Ð½Ð¸Ñ Ð±ÑƒÐ´ÑƒÑ‚ ФРС и другие центробанки.ÐОВОСТИ> ЧиÑтый отток ÑредÑтв из акций развивающихÑÑ Ñ€Ñ‹Ð½ÐºÐ¾Ð² наблюдалÑÑ 11 неделю подрÑд, Ñ…Ð¾Ñ‚Ñ Ð¸Ð½Ð´ÐµÐºÑ MSCI EM Ð²Ñ‹Ñ€Ð¾Ñ Ð½Ð° 1,1%> Татнефть покупает у финÑкой Neste топливно-розничный Ð±Ð¸Ð·Ð½ÐµÑ Ð² РоÑÑии> Ð’Ñтреча Газпрома Ñ Ð°Ð½Ð°Ð»Ð¸Ñ‚Ð¸ÐºÐ°Ð¼Ð¸ в Турции и РоÑÑии в формате круглого Ñтола по европейÑкому газовому рынку > Газпром организовал Ð´Ð»Ñ Ð°Ð½Ð°Ð»Ð¸Ñ‚Ð¸ÐºÐ¾Ð² поÑещение Турецкого потока > Петр Келлнер Ñнижает Ñвою долю в Polymetal на 0,6% до 11%> РоÑтелеком может купить акции Tele2, оценив их в 5,4 по коÑффициенту "ÑтоимоÑÑ‚ÑŒ предприÑтиÑ/EBITDA 2019о"
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.
Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.
Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.
Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.
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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