Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Georgiy Ivanin
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - July 19, 2021

MARKET COMMENT - US CONFIDENCE CONCERNS, COVID-19 HEADLINES UNSETTLE MARKETSMost markets ended the day down after a bearish US consumer sentiment report turned an already ambiguous session sour. The RTS declined 0.6% to 1,603. OPEC+ reached a deal over the weekend, which has seen Brent decline another 1% to $73/bbl. Most market indicators are bearish before the Moscow open.STORIES> EM equities rebound to net inflow; Russia shows lagging results> Russia's external debt grows to $471.4 bln in 2Q21> OPEC+ reaches agreement to increase production> X5 Retail Group 2Q21 trading update: Top-line growth accelerates to 10.6% y-o-y> Global Ports publishes strong 2Q21 trading update> Economic growth in Kazakhstan nearly flat at 4.9% y-o-y in June> Inflation in Ukraine stabilizes at 9.5% y-o-y in June
Underlyings
Global Ports Investments (GDR)

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
Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Georgiy Ivanin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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