Report
Andrey Gromadin ...
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 26 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - НОВЫЙ ШТАММ КОРОНАВИРУСА ИЗ АФРИКИ СПРОВОЦИРОВАЛ ВОЛНУ ПРОДАЖ НА МИРОВЫХ РЫНКАХРынки в США вчера были закрыты в связи с праздником, индекс РТС подрос на 0,3% до 1 666 пунктов, MSCI EM - на 0,1%, MSCI Europe - на 0,5%. Впрочем, сегодня рынки АТР и фьючерсы на мировые фондовые индексы резко снизились после сообщений о новом штамме коронавируса, который появился в Африке. Небольшие объемы торгов из-за выходного дня в США, а также подготовка инвесторов к концу года, вероятно, усилят эффект от этих новостей. Впрочем, опыт показывает, что ранее падение рынка из-за новых штаммов коронавируса оборачивалось удачной возможностью для покупки.
НОВОСТИ> Экономика России. Ежемесячный обзор. Инфляционное давление от роста зарплат резко снизилось в 2021 году> Нефть подешевела на опасениях относительно нового штамма COVID-19 на юге Африки> Прогноз результатов Газпрома за 3К21: ожидается пересмотр оценок в сторону повышения> Правление Газпрома одобрило повышение капиталовложений в 2022 году> Результаты Интер РАО за 3К21 по МСФО: высокие показатели, прогноз EBITDA повышен на 3%> РусГидро: результаты за 3К21 по МСФО на уровне ожиданий
Underlyings
Federal Hydro-Generating Company - RusHydro PJSC

PJSC 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.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

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
Andrey Gromadin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Georgiy Ivanin

Konstantin Samarin

Research Team

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