Report
Anastasia Khakhaeva ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Kirill Rogachev
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 20 февраля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ В СРЕДУ ПОЗВОЛИЛ ОТЫГРАТЬ ПОТЕРИ ВТОРНИКАИндекс РТС вырос на 1,8% до 1 542 пунктов, что всего на один пункт ниже уровня, наблюдавшегося до падения во вторник. Россия стала лидером среди глобальных рынков после отставания днем ранее. Новости о макроэкономической политике США и Китая поддержали оптимизм на глобальных рынках. Сегодня рынки АТР движутся разнонаправленно, прочие индикаторы нейтральны, некоторую озабоченность вызывает распространение коронавирусной инфекции в Южной Корее.
НОВОСТИ> Мнение главного экономиста. Новый бюджет РФ: небольшое повышение расходов в 2020 году, бюджетное правило сохраняется до 2023 года> За минувшую неделю цены в России не изменились> Результаты Роснефти за 4К19 соответствуют прогнозам> НОВАТЭК объявил сильные результаты за 4К19> Халык Банк просит инвесторов одобрить изменение ковенантов по еврооблигациям> Яндекс. Следуя за спросом
Underlyings
Halyk Savings Bank of Kazakhstan GDR

Halyk Savings Bank of Kazakhstan JSC

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

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies
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