Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov
  • Yuri Popov

CIS Market Daily - March 16, 2021

MARKET COMMENT - BENIGN GLOBAL ENVIRONMENT HELPS STOCKS RISE FURTHERAlthough the day started with a weak session for China (-1.1%), performances improved over the day on the generally benign global backdrop, culminating with a circa 1% gain for US tech. Russia was among the best performers globally, the RTS rising 1.6% to 1,544. Russian and US macro releases are in focus on today's lighter than average schedule, while global and Russian indicators mostly point higher this morning.STORIES> Annual inflation to exceed 4%, but disinflation expected in 2H21> Fed preview: New forecasts could push Treasury yields higher> Halyk Bank 4Q20 conference call and dividend plans> Rusagro 4Q20: Price growth drives historically high EBITDA margin> Sovcomflot: Weak 4Q20 may mark trough
Underlyings
Halyk Savings Bank of Kazakhstan GDR

Halyk Savings Bank of Kazakhstan JSC

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

Sovcomflot

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
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

Yuri Popov

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