Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 20 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ АКЦИЙ СЛЕДЯТ ЗА ПЕРЕГОВОРАМИ РЕСПУБЛИКАНЦЕВ И ДЕМОКРАТОВ, НЕФТЬ ДЕШЕВЕЕТБольшинство рынков в понедельник незначительно выросли (индекс РТС поднялся на 0,2% до 1 135 пунктов), но в конце дня негативные комментарии о перспективах стимулирования экономики США вызвали пессимизм (S&P 500 отступил на 1,6%). Далее настрой улучшился, так как в СМИ появилась информация, что разногласий между участниками переговоров по этому вопросу становится меньше. Нефть Брент подешевела из-за неблагоприятного прогноза рынка от ОПЕК и отсутствия планов по коррекции договоренностей ОПЕК+. Утренние индикаторы по большей части указывают на некоторое снижение российского рынка в начале торгов.
НОВОСТИ> Производственные показатели Норникеля за 3К20: планы на 2020 год снова выглядят вполне реализуемыми> Выручка Русагро в 3К20 увеличилась на 10% на фоне роста цен на сельхозпродукцию> Правительство рассматривает программу trade-in для железнодорожных вагонов
Underlyings
Global Ports Investments (GDR)

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Mikhail Krasnoperov

Research Team

Vladimir Lezhnev

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