Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Cole Akeson
  • Irina Lapshina
  • Oksana Mustiatsa
  • Svetlana Sukhanova

CIS Market Daily - 29 марта 2019

КОММЕНТАРИЙ И ПРОГНОЗ - НЕФТЬ И КИТАЙСКИЕ РЫНКИ ДАЮТ ОСНОВАНИЯ ДЛЯ ОПТИМИЗМАИндексы MSCI Russia, MSCI EM и MSCI World вчера прибавили по 0,1% на фоне незначительных изменений обстановки на рынках. Рост цен на нефть Брент более чем на 1% и повышение индекса Shanghai Composite более чем на 2% сулят позитивный старт торгов сегодня. Причиной такой динамики стали оптимистичные, хотя и ни к чему не обязывающие заявления официальных лиц США о прогрессе в торговых переговорах с Китаем. Участники европейских рынков продолжат следить за запутанной ситуацией вокруг Brexit.НОВОСТИ> Норильский Никель объявил о начале освоения Южного кластера> Результаты QIWI за 4К18 по МСФО превысили прогнозы; хорошие перспективы основного бизнеса> Итоги 2018 года для Global Ports: разворот тренда еще не произошел> Прогноз результатов Глобалтранса за 2П18 по МСФО: успешный год
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.

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).

Qiwi Plc Sponsored ADR Class B

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

Alexey Kirichok

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Oksana Mustiatsa

Svetlana Sukhanova

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