Report
Anastasia Khakhaeva ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Fedor Kornachev
  • Research Team

CIS Market Daily - 28 мая 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ЦИКЛИЧЕСКИЕ КОМПАНИИ ОПЕРЕЖАЮТ РЫНОК: СТАТИСТИКА ИЗ США ПОДТВЕРЖДАЕТ ВОССТАНОВЛЕНИЕ ПОСЛЕ ПАНДЕМИИ Котировки на фондовых рынках вчера практически не изменились: индекс MSCI ACWI прибавил лишь 0,1%. При этом лидировали бумаги циклических компаний, а эмитенты, для которых пандемия стала фактором роста, оказались на втором плане: опубликованная в США макростатистика по-прежнему предполагает, что наиболее серьезные для мировой экономики последствия COVID-19 остались позади. Российский рынок вчера оказался в числе лидеров среди мировых аналогов: индекс РТС поднялся на 0,8% дo 1 604 пунктов. Большинство утренних индикаторов сегодня позитивны, инвесторы ждут корпоративной отчетности и новостей из Белоруссии и заседания министров "большой семерки".
НОВОСТИ> Динамика фондов: 28-недельный период притока капитала на российский рынок прервался> Прогноз результатов Транснефти за 1К21> Основные моменты телефонной конференции ЛУКойла по результатам за 1К21> Газпром повысил прогноз газодобычи и поделился актуальной информацией по Усть-Луге> TCS Group представила стратегию развития Тинькофф Инвестиций> Результаты HeadHunter за 1К21 выше консенсус-прогнозов, прогнозы компании повышены> Результаты РусГидро за 1К21 по МСФО: дивидендная политика продлена до 2027
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.

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).

Oil company LUKOIL PJSC Sponsored ADR

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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

Cole Akeson

Fedor Kornachev

Research Team

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