Report
Alex Fak ...
  • Alexander Kudrin
  • Andrew Keeley
  • Cole Akeson
  • Elena Tsareva
  • Mikhail Krasnoperov
  • Valery Nesterov

CIS Market Daily - March 19, 2018

MARKET COMMENT - RUSSIA AMONG FRIDAY'S LEADERS; APAC LED AND US LAGGED OVER THE WEEK
A 0.6% gain in the RTS on Friday helped reduce the week’s decline to 2.4%. Indicators this morning looked mixed, but in our view bode positively for early Russia trading. The week’s global market agenda is heavy with central bank events, including a G-20 bankers’ and ministers’ meeting, and rate decisions from the CBR and Fed.

STORIES
> Lukoil to report 4Q17 results ahead of investor day
> Halyk Bank 4Q17 IFRS: Mixed quarter, eyes on 2018 outlook
> Obuv Rossii 4Q17 review: Positive, in line with our forecasts
Underlyings
Halyk Savings Bank of Kazakhstan GDR

Halyk Savings Bank of Kazakhstan JSC

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

OR PSJC

OR PAO, formerly OR OAO, is a Russia-based company, which is engaged in the footwear industry. The Company specializes in manufacture, retail and wholesale of footwear, outwear and accessories. The Company offers financial services to its customers including installment payments and cash loans. The financial strategy of the Company includes bond program implementation and unsecured loans. Its retailers portfolio is comprised of Westfalika, Emilia Estra, Rossita, Lisette and Peshekhod. The Company also owns such brands as S-TEP, all.go and Snow Guard. It operates two factories in Novosibirsk region. The Company operates domestically.

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
Alex Fak

Alexander Kudrin

Andrew Keeley

Cole Akeson

Elena Tsareva

Mikhail Krasnoperov

Valery Nesterov

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