Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 15 ноября 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НЕФТЯНЫЕ КАЧЕЛИВчера индекс РТС вырос на 1,6% до 1 117 пунктов; Россия опередила 80% развивающихся рынков. Цена Брент в течение дня выросла более чем на 4%, что способствовало укреплению рубля более чем на 1% и позитивной динамике акций. С момента закрытия торгов в Москве нефть, впрочем, потеряла в цене свыше 2%. Неоднозначный новостной фон в Европе (в частности, вокруг Италии и Brexit) и отсутствие значимых событий в США обусловили снижение на развитых рынках. Ситуация на рынках стран АТР сегодня утром также неоднозначная, как и другие утренние индикаторы. Мы полагаем, что российский рынок немного вырастет в начале торгов, но для позитивного тренда нужны оптимистичные новости и (или) рост цен на нефть.НОВОСТИ> На прошлой неделе недельная инфляция в России ускорилась до 0,2%> Московская биржа выиграла суд в отношении резервов за 2К18> Прогноз результатов МТС за 3К18 по МСФО> QIWI: хорошие результаты за 3К18, чистая прибыль растет> Результаты МХП за 3К18 по МСФО: рентабельность по EBITDA на 8 п. п. ниже, чем годом ранее> Результаты Интер РАО ЕЭС за 3К18 по МСФО: отсутствие новостей - это не всегда хорошая новость
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.

MHP SE Sponsored GDR RegS

MHP is a holding company. Through its subsidiaries, Co. is engaged in poultry and related operations, grain growing, as well as other agricultural operations. Co.'s poultry and related operations integrate all functions related to the production of chicken, including hatching, fodder manufacturing, raising chickens to marketable age, processing and marketing of branded chilled products and include the production and sale of chicken products, sunflower oil, mixed fodder and convenience food products. Grain growing produces and sells grains. Other agricultural operations comprise the production and sale of cooked meat, sausages, beef, milk, goose meat, foie gras, fruit and feed grains.

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

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

Qiwi Plc Sponsored ADR Class B

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

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Kirill Rogachev

Mikhail Krasnoperov

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

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