Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Fedor Kornachev
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova

CIS Market Daily - 13 августа 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК В ПЯТНИЦУ ОТСТУПАЛ, НЕГАТИВНЫМИ ФАКТОРАМИ СТАЛИ НОВЫЕ НАЛОГОВЫЕ ПРЕДЛОЖЕНИЯ И СПАД НА ГЛОБАЛЬНЫХ ФОНДОВЫХ БИРЖАХИндекс РТС упал на 3,7%, горно-металлургический сектор оказался под давлением из-за новых налоговых предложений, снижение котировок составило 4-9%. На глобальном рынке в центре внимания оставался валютный кризис в Турции. Турецкая лира в пятницу ослабла на 16%, а сегодня утром (на момент написания данного обзора) подешевела еще на 3%. Ослабление лиры негативно отразилось на курсах прочих валют развивающихся рынков.НОВОСТИ> ВВП РФ в 2К18 вырос на 1,8% с уровня 1К17> Советник президента РФ Андрей Белоусов предложил "изъять дополнительные доходы" у горно-металлургических компаний и производителей удобрений> Прогноз результатов МТС за 2К18> Прогноз показателей Интер РАО ЕЭС по МСФО за 2К18
Underlyings
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.

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

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
Aleksey Ryabushko

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Fedor Kornachev

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

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