- Alexey Kirichok
- Alisa Zakirova
- Andrey Gromadin
- Anna Kotelnikova
- Anton Stroutchenevski
- Artem Vinogradov
- Ekaterina Sidorova
- Fedor Kornachev
- Ilyas Yerzhanov
- Irina Lapshina
- Nikolay Minko
- Research Team
- Rodion Lomivorotov
- Vladimir Lezhnev
Долговые рынки сегодня - 29 октября 2020
РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГСущественное усиление рискофобии на глобальных рынках вчера спровоцировало более сильное падение цен российских суверенных еврооблигаций. Длинные выпуски подешевели на 0,7-2,0 п. п., среднесрочные - на 0,5-0,7 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа фоне усиления глобальной рискофобии, которая привела к резкому ослаблению рубля и снижению цен на нефть, рынок ОФЗ также испытывал давление: доходности выросли на 7-10 б. п. Десятилетние ОФЗ-26228 (апрель 2030) после публикации результатов аукциона по размещению номинального выпуска ОФЗ-26235 дополнительно прибавили 2-3 б. п. При этом активность осталась низкой - обороты составили 18 млрд руб. Минфин вчера разместил рекордный объем для одного аукциона (430 млрд руб.) и в целом для одного аукционного дня (437 млрд руб.) (см. отдельную статью ниже) .НОВОСТИ> Недельная инфляция в России осталась на уровне 0,1%> Итоги аукционов ОФЗ> Операционные результаты РУСАЛа за 3К20: структура продаж улучшилась, объемы на уровне ожиданий> ЛУКойл просит льгот по НДПИ для месторождения высоковязкой нефти> НОВАТЭК: в 3К20 началось постепенное восстановление> Отчетность РусГидро за 3К20 по РСБУ: еще один успешный кварталPJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.
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).
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).
United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.
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.
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