Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Georgiy Ivanin
  • Igor Rapokhin
  • Research Team

CIS Market Daily - July 26, 2021

MARKET COMMENT - CHINA CONCERNS DRAG ON SENTIMENT AHEAD OF BUSY RESULTS CALENDAR, FED MEETINGEMs fell 1.1% on APAC weakness, while DMs rose 0.8% on the back of a more constructive and earnings-driven backdrop. The RTS edged down 0.2% to 1,596, with industrial metals in the lead and energy on the weaker side. Markets related to China are seeing sharp declines this morning due to regulatory and diplomatic concerns, while the week ahead is busy with results and the Fed meeting. STORIES> CBR Review: Most hikes are now behind us, though more could yet come> Oil and gas 2Q21 earnings season: Gazprom's yields in the spotlight again> Traffic stoppage along Trans-Siberian Railroad unlikely to have material impact on Globaltrans, Global Ports> National Bank of Ukraine raises key rate by 50 bps, more hikes could follow
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.

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

Igor Rapokhin

Research Team

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