Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 14 августа 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПРОДОЛЖАЕТСЯ ГОНКА ЗА МЕСТО В ИНДЕКСЕ MSCI RUSSIA 10-40; НЕОДНОЗНАЧНЫЕ МАКРОЭКОНОМИЧЕСКИЕ ДАННЫЕ ИЗ США И КИТАЯИндекс РТС вчера поднялся на 1,5% до 1 326 пунктов, MSCI EM прибавил 0,2%, а развитые рынки немного отступили. Норникель, по-видимому, лишь немного опередил Яндекс в борьбе за четвертое место в индексе MSCI Russia 10-40. Макростатистика и политические новости из США и Китая оказывают неоднозначное воздействие на настрой инвесторов, создавая неоднородный фон на глобальных рынках сегодня утром. При этом утренние индикаторы российского рынка сегодня утром умеренно позитивны.НОВОСТИ> Экономика России. Повышающего инфляционного давления в июле вновь не возникло> Результаты РУСАЛа за 1П20 по МСФО соответствуют прогнозам; перспективы на 2П20 постепенно улучшаются> X5 Retail Group: позитивные факторы 2К20 сохраняют актуальность во втором полугодии> Результаты Интер РАО за 2К20 по МСФ, вероятно, будут слабыми, но это не удивит рынок
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.

United Company RUSAL international PJSC

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.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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