Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Andrey Kuznetsov
  • Cole Akeson
  • Igor Vasilyev
  • Julia Gordeyeva
  • Mikhail Krasnoperov

CIS Market Daily - March 27, 2018

MARKET COMMENT - DIPLOMATIC MOVES CAUSE RUSSIAN DIP; US RALLY PROVIDING OPTIMISM TODAY
The announced expulsion of Russian diplomats from 21 countries yesterday sank the RTS, leaving the market down 2.4% versus a global average gain of 1.5%. An utterly unrelated rally in the US, especially in tech, has highlighted global volatility and also provided a positive backdrop today for the RTS open.

STORIES
> Twenty-one countries announce expulsions of Russian diplomats
> X5 Retail Group 4Q17 IFRS preview: Margin pressure from opex
> Globaltrans 2017 results: Solid earnings to be shared with shareholders
> Government seeks to legislate switch to ruble tariffs at sea ports
Underlyings
Global Ports Investments (GDR)

Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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

Alexander Kudrin

Andrey Kuznetsov

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

Mikhail Krasnoperov

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