- Andrey Kuznetsov
- Andrey Gromadin
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Fedor Kornachev
- Rodion Lomivorotov
CIS Market Daily - 31 октÑÐ±Ñ€Ñ 2019
КОММЕÐТÐРИЙ И ПРОГÐОЗ - РЫÐКИ СПОКОЙÐО ВОСПРИÐЯЛИ СÐИЖЕÐИЕ СТÐВКИ ФРС СШÐ, ИХ СÐОВРБЕСПОКОЯТ ПЕРСПЕКТИВЫ СОГЛÐШЕÐИЯ С КИТÐЕМ И КÐДРОВЫЕ ПЕРЕСТÐÐОВКИ Ð’ Ð’ÐШИÐГТОÐÐ•Ð˜Ð½Ð´ÐµÐºÑ Ð Ð¢Ð¡ Ð²Ñ‹Ñ€Ð¾Ñ Ð½Ð° 0,6% - до 1 432 пунктов. Ð˜Ð½Ð´ÐµÐºÑ MSCI EM ÑнизилÑÑ Ð½Ð° 0,2%. Снижение Ñтавки ФРС СШРбыло ожидаемым Ñобытием, а Джером ПауÑлл, ÐºÐ¾Ð¼Ð¼ÐµÐ½Ñ‚Ð¸Ñ€ÑƒÑ Ñто решение, Ñвно поÑтаралÑÑ ÑохранÑÑ‚ÑŒ нейтралитет. Ð¡Ð¸Ñ‚ÑƒÐ°Ñ†Ð¸Ñ Ð²Ð¾ÐºÑ€ÑƒÐ³ американо-китайÑких торговых переговоров Ñтала чуть менее позитивной на фоне противоречивых новоÑтей. Ð’ Вашингтоне ушел в отÑтавку Ñоветник президента СШРпо роÑÑийÑким вопроÑам - менее чем через три меÑÑца поÑле назначениÑ. Ðа глобальных рынках при Ñтом преобладает оптимиÑтичный наÑтрой, новоÑтной фон неоднозначен, а фьючерÑÑ‹ на Ð¸Ð½Ð´ÐµÐºÑ Ð Ð¢Ð¡ позволÑÑŽÑ‚ раÑÑчитывать на позитивное открытие торгов в РоÑÑии.ÐОВОСТИ> РоÑÑ‚ в 3К19 обеÑпечили ÑельÑкое хозÑйÑтво и Ð¾Ð¿Ñ‚Ð¾Ð²Ð°Ñ Ñ‚Ð¾Ñ€Ð³Ð¾Ð²Ð»Ñ> ÐÐµÐ´ÐµÐ»ÑŒÐ½Ð°Ñ Ð¸Ð½Ñ„Ð»ÑÑ†Ð¸Ñ Ð·Ð°Ð¼ÐµÐ´Ð»Ð¸Ð»Ð°ÑÑŒ до нулÑ, Ð³Ð¾Ð´Ð¾Ð²Ð°Ñ Ð¸Ð½Ñ„Ð»ÑÑ†Ð¸Ñ Ð¼Ð¾Ð¶ÐµÑ‚ упаÑÑ‚ÑŒ до 3,7-3,8%> ÐОВÐТÐК объÑвил результаты за 3К19 на уровне ожиданий и показал доход от продажи долей в Ðрктик СПГ-2> ÐОВÐТÐК раÑкрыл чиÑтую ÑтоимоÑÑ‚ÑŒ Ñделок по Ðрктик СПГ-2> Ð”Ð°Ð½Ð¸Ñ Ñ€Ð°Ð·Ñ€ÐµÑˆÐ¸Ð»Ð° ÑтроительÑтво Северного потока - 2 в Ñвоей ÑкономичеÑкой зоне> ТранÑнефть начала урегулирование претензий, ÑвÑзанных Ñ Ð¿Ð¾Ñтавками загрÑзненной нефти> Ðнел РоÑÑÐ¸Ñ Ð´Ð¾Ñрочно погаÑила 12 млрд руб. долга за Ñчет ÑредÑтв от продажи РефтинÑкой ГРÐСPJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.
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 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).
Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.
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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