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

CIS Market Daily - November 13, 2019

MARKET COMMENT - HEAVY SCHEDULE OF GLOBAL AND RUSSIAN CONFERENCES AND RELEASES TODAYGlobal stock markets were widely mixed yesterday, while ultimately a 0.8% decline on the RTS to 1,449 was weaker than a 0.2% rise for the MSCI ACWI global index. Catching up to weak performances late in the day and renewed worries about Hong Kong have dragged on APAC markets this morning, leaving indicators looking weak ahead of European opens. Today sees a heavy schedule of global and Russian speakers, conferences and data releases, which we detail inside. STORIES> Current account surplus reaches $65 bln in 10m19> Tele2 may be valued at 5.7-6.2 2019E EV/EBITDA in Rostelecom deal> Globaltrans: Gondola surplus settles in
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

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