Report
Alexey Kirichok ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Cole Akeson
  • Igor Rapokhin
  • Research Team

CIS Market Daily - 20 апреля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК СНИЗИЛСЯ НА НЕОДНОЗНАЧНЫХ ПОЛИТИЧЕСКИХ НОВОСТЯХ, УТРЕННИЕ ИНДИКАТОРЫ ПРЕДПОЛАГАЮТ ВОССТАНОВЛЕНИЕИндекс MSCI ACWI вчера опустился на 0,3%, в основном из-за снижения на рынке США. Россия оказалась в числе отстающих среди ликвидных развивающихся рынков: индекс РТС упал на 1,4% до 1 477 пунктов. В центре внимания сегодня будут корпоративные события и ежемесячная макростатистика. Утренние индикаторы предполагают некоторое восстановление российского рынка после вчерашнего снижения.
НОВОСТИ> Прогноз итогов заседания ЦБ РФ. В поисках темпа нормализации ДКП> Норникель представил операционные результаты за 1К21 и повысил прогноз производства> ВТБ представил основные показатели за 1К21 по МСФО; сегодня ожидается "день стратегии"> TCS Group: образец финтеха
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).

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Igor Rapokhin

Research Team

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