Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 6 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ КОНСОЛИДИРУЮТСЯ ПОСЛЕ ВЧЕРАШНЕГО РАЛЛИ, ПОСКОЛЬКУ РЕЗУЛЬТАТ ВЫБОРОВ В США ВСЕ ЕЩЕ НЕОЧЕВИДЕНГлобальное ралли в четверг продолжилось - рынки исходили из того, что новым президентом США станет Джо Байден, а верхнюю и нижнюю палаты Конгресса будут контролировать разные партии. Индекс MSCI ACWI вырос на 2,2%, а индекс РТС - на 5,6% (российский индикатор наверстывал упущенное в среду). Сегодня утром ситуация неоднозначна: рынки корректировали свои позиции после вчерашней избыточной реакции на предварительные итоги выборов в США с учетом того, что победитель пока окончательно не определен. Российский рынок, как и его аналоги, сегодня утром, судя по всему, готовится к некоторой консолидации без ярко выраженного тренда.
НОВОСТИ> Рост потребительских цен в России за неделю составил 0,1%> Виртуальная конференция гендиректора Татнефти: основные моменты> Норникель: основным акционерам скоро предстоит выбор> Прогноз показателей Юнипро за 3К20: квартал был успешным, но это едва ли произведет впечатление на рынок
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).

TATNEFT (PREF A)

TATNEFT PJSC

Tatneft PJSC and its subsidiaries are engaged in crude oil exploration, development and production principally in the Republic of Tatarstan, Russia. Co. is a holding structure, which incorporates oil and gas production boards, crude oil and gas refining companies, as well as enterprises and servicing works selling the crude oil and also the products of crude oil and gas refining and petrochemical products. In addition to this, Co. is also participating in the banking and insurance activities. Co.'s operations are divided into the following main segments: Exploration and Production; Refining and Marketing; and Petrochemicals.

Unipro

E.ON Russia is engaged in the wholesale electricity market, it produces and sells electric and heat power. As of Dec. 31, 2012, the structure of Co. includes five heat power plants with the total installed capacity of 10,345 MW/2,125.9 Gcal/h: Surgutskaya GRES-2 (Khanty-Mansi Autonomous Area, Tyumen Region), Berezovskaya GRES (Krasnoyarsk Territory), Shaturskaya GRES (Moscow Region), Smolenskaya GRES (Smolensk Region) and Yaivinskaya GRES (Perm Territory).

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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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