Report
Andrey Kuznetsov ...
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 20 мая 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ОБНАДЕЖИВАЮЩИЕ ЗАЯВЛЕНИЯ ПРЕДСТАВИТЕЛЕЙ США И РОССИИ НА ФОНЕ НЕГАТИВНОЙ ДИНАМИКИ СЫРЬЕВЫХ РЫНКОВВчера на глобальных рынка преобладали негативные тенденции на фоне падения цен на сырье и менее мягкого, чем ожидалось, настроя Федрезерва США. Индекс MSCI ACWI снизился на 0,6%, а индекс РТС - на 1,4% (до 1 553 пунктов). Сегодня утренние индикаторы свидетельствуют о том, что настрой скорее позитивный, этому, в частности, поспособствовали появившиеся минувшей ночью политические новости.
НОВОСТИ> Профицит счета текущих операций РФ за 4М21 достиг $28,1 млрд> Недельная инфляция в РФ составила 0,1%> Лента купит сеть супермаркетов Billa за 215 млн евро> Результаты МХП за 1К21 по МСФО: денежная EBITDA упала на 3% относительно 1К20> Интер РАО купило ряд строительных активов и одного разработчика цифровых решений> Показатели Совкомфлота за 1К21 по МСФО: лучше, чем предполагал консенсус-прогноз, но заметно хуже предыдущих периодов
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.

Lenta International PJSC

Lenta is a hypermarket group based in Russia. Co. operates 87 hypermarkets in 50 cities across Russia and 16 supermarkets in the Moscow region with a total of approximately 571,328 sq.m. of selling space. Co. also operates four distribution centers for hypermarkets and one for supermarkets. operates three hypermarket formats: Standard, typically with approximately 7,000 sq. m. of selling space (smaller than many Western European hypermarkets) and 24,000 stock keeping unit (SKUs); Compact, typically with approximately 5,000 sq. m. of selling space and 20,300 SKUs; and Supercompact, typically with approximately 3,000 sq. m. of selling space and 15,000 SKUs.

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.

Sovcomflot

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 Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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