Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Ekaterina Sidorova
  • Igor Rapokhin
  • Irina Lapshina
  • Nikolay Minko
  • Olga Sterina
  • Research Team
  • Vladimir Lezhnev

Долговые рынки сегодня - 29 марта 2021

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГЦены российских суверенных еврооблигаций в пятницу снижались. Больше всего в условиях значительных объемов торгов подешевели выпуски Россия-43 и -47 - на 0,3 п. п. каждый.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИВ пятницу на рынке ОФЗ продолжалось ралли, т. к. геополитический фон был спокойным, вопреки опасениям некоторых участников рынка. Доходности среднесрочных и долгосрочных выпусков снизились на 10 б. п. В первой половине дня сдерживающим фактором оставался резкий рост доходности гособлигаций США, однако ближе к вечеру наметилась тенденция к ее снижению. Поддержку котировкам в основном оказывали локальные участники рынка, тогда как нерезиденты ак-тивности не проявляли. Обороты составили 50 млрд руб.НОВОСТИ> Ключевые акционеры Норникеля договорились о выделении Быстринского ГОКа
Underlyings
Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

United Company RUSAL

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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
Alexander Golinsky

Alexey Kirichok

Alisa Zakirova

Ekaterina Sidorova

Igor Rapokhin

Irina Lapshina

Nikolay Minko

Olga Sterina

Research Team

Vladimir Lezhnev

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