Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Andrey Krylov
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 21 июля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - УСПЕШНЫЕ ИСПЫТАНИЯ ВАКЦИНЫ, АНТИКРИЗИСНЫЙ ПАКЕТ ЕС, ОПТИМИСТИЧНЫЕ ПРОЧИЕ НОВОСТИ, НОВЫЕ САНКЦИИПосле пессимистичного начала торгов глобальные рынки выросли благодаря сообщениям об успешных испытаниях вакцины от коронавируса и о скором одобрении антикризисного пакета ЕС. Сегодня утром и глобальные, и российские утренние индикаторы на подъеме, чему способствуют как вчерашние новости, так и макростатистика и другие позитивные сообщения о борьбе с коронавирусом в разных странах.
НОВОСТИ> Total привлекла проектное финансирование для Mozambique LNG> Операционные результаты Русагро за 2К20: выручка выросла на 3%, сахар дорожает> Совет директоров ГК "Эталон" рекомендовал дивиденд за 2019 год> Глобалтранс выкупил около 0,019% акционерного капитала> НБК понизил базовую ставку на 50 б. п. до 9,00%
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.

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Andrey Krylov

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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