Sberbank - Global Ports Investments (GDR) (GLPR) ... Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 4 ÑÐµÐ½Ñ‚ÑÐ±Ñ€Ñ 2018

Report

Sberbank

Aleksey Ryabushko ...

Alexey Bulgakov
Alisa Zakirova
Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Ekaterina Sidorova
Nikolay Minko
Rodion Lomivorotov
Sergei Konygin
Svetlana Sukhanova
Yuri Popov

04/09/2018 44 RU

Underlyings

Global Ports Investments (GDR)

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US37951Q2021 London Stock Exchange Cyprus

VEON

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VimpelCom Ltd. ADS

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US92719A1060 Berlin Stock Exchange United States

Provider

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.

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Analysts

Aleksey Ryabushko

Alexey Bulgakov

Alisa Zakirova

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Nikolay Minko

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

Yuri Popov

Other Reports on these Companies

Sberbank

CIS Market Daily - March 14, 2022

MARKET COMMENT - MOSCOW EQUITIES TO BE CLOSED ANOTHER WEEK WHILE VALUE STOCKS OUTPERFORMThe CBR has announced that equity trading will be closed another week. Possible negotiations between Russia and Ukraine are the focal point for Russia investors this week, while main themes elsewhere include resumed rotation to value stocks and above $100/bbl oil prices, all of which would be benefiting Russia in a normal market environment, but not this one.STORIES> Government allocates R1 trln to support the economy> TGK-1 reports 14% y-o-y drop in IFRS net income in 2021> Etalon Group warns of difficulti...

March 14, 2022 March 14, 2022 1 EN

Sberbank

CIS Market Daily - 14 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ТОРГИ В МОСКВЕ НЕ БУДУТ ПРОВОДИТЬСЯ ЕЩЕ НЕДЕЛЮ; НА ГЛОБАЛЬНОМ РЫНКЕ ОПЕРЕЖАЮЩУЮ ДИНАМИКУ ПОКАЗЫВАЮТ АКЦИИ СТОИМОСТИЦБ РФ принял решение еще неделю не возобновлять торги на МосБирже в секции фондового рынка. На текущей неделе в центре внимания будут возможные переговоры между Россией и Украиной. НОВОСТИ> Правительство выделило 1 трлн руб. на поддержку экономики> Нефтяные котировки консолидировались около минимумов прошлой недели в преддверии многочисленных событий на этой неделе> Чистая прибыль ТГК-1 по МСФО за 2021 год оказалась на 16% ниже прогнозов> Правительство план...

March 14, 2022 March 14, 2022 1 RU

Sberbank

CIS Market Daily - March 4, 2022

MARKET COMMENT - RUSSIAN MARKETS REMAIN CLOSED, RUSSIA-UKRAINE TALKS CONTINUERussian securities markets remained closed yesterday, while the London Stock Exchange finally suspended trading in Russian GDRs. The RSX ETF fell another 19%. The ruble was quite volatile, plunging to USD/RUB 118 at the beginning of yesterday's trading, and then strengthening to 106 toward the end of the session in the lead-up to the second round of negotiations between Russia and Ukraine. STORIES> MTS posts neutral 4Q21 IFRS results> VK's 4Q21 results below consensus, steps being taken to retain talent> Yandex provid...

March 4, 2022 March 4, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Alisa Zakirova ... (+3)

Alisa Zakirova
Igor Rapokhin
Yuri Popov

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

В центре внимания сегодня будут саммиты ЕС и НАТО. В частности, на них могут прокомментировать предложения России по расчетам за газ. Не исключено, что риторика в отношении России сегодня ужесточится. В этих условиях укрепление рубля вряд ли продолжится, и он останется около 96 за доллар.

March 24, 2022 March 24, 2022 1 RU

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 4 ÑÐµÐ½Ñ‚ÑÐ±Ñ€Ñ 2018

CIS Market Daily - March 14, 2022

CIS Market Daily - 14 марта 2022

CIS Market Daily - March 4, 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 4 ÑÐµÐ½Ñ‚ÑÐ±Ñ€Ñ 2018