Report
Aleksey Ryabushko ...
  • Anastasia Khakhaeva
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 13 ноября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - КАЛЕНДАРЬ МИРОВЫХ И РОССИЙСКИХ СОБЫТИЙ НА СЕГОДНЯ НАСЫЩЕНВчера динамика глобальных фондовых рынков в целом была неоднородной: по итогам дня индекс РТС снизился на 0,8% до 1 449 пунктов, а индикатор глобальных рынков MSCI ACWI подрос на 0,2%. После вчерашних потерь на фоне нового обострения ситуации в Гонконге рынки АТР сегодня утром оказались под давлением; как следствие, утренние индикаторы в преддверии начала торгов в Европе выглядят слабыми. Сегодня насыщенный день: ожидаются выступления российских и зарубежных официальных лиц, а также конференции и макроэкономические публикацииНОВОСТИ> Профицит российского счета текущих операций за 10М19 составил $65 млрд> Оценка Tele2 по коэффициенту "стоимость предприятия/EBITDA 2019о" может составить 5,7-6,2> Глобалтранс: избыток предложения полувагонов
Underlyings
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.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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

Anastasia Khakhaeva

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies
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