Report
Aleksey Ryabushko ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Igor Vasilyev
  • Julia Gordeyeva
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 28 марта 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НАБЛЮДАВШАЯСЯ ВЧЕРА ВЕЧЕРОМ НИСХОДЯЩАЯ ДИНАМИКА КОТИРОВОК ТЕХНОЛОГИЧЕСКИХ КОМПАНИЙ США ОКАЗЫВАЕТ ДАВЛЕНИЕ НА РЫНКИ СЕГОДНЯ УТРОМ
Индекс РТС вчера вырос на 1,1% до 1 244 пунктов, индекс MSCI EM прибавил 0,2%. На американском рынке вчера зафиксировано резкое падение, в особенности в котировках технологических компаний (NASDAQ снизился на 2,9%), и это оказывает утром давление на рынки АТР и глобальные фьючерсы. Сегодня в центре внимания – еженедельный отчет Управления энергетической информации (EIA) и макростатистика из США.


НОВОСТИ
> Ожидаемый рост цен на продукты питания может подтолкнуть инфляцию до 3,2% к концу года
> Группа ЛСР продает предприятие по производству железобетонных изделий
> Операционные показатели Аэрофлота за февраль 2018 года и 2М18 были слабыми, как и ожидалось
Underlyings
Kazan Orgsintez

PJSC Kazanorgsintez is a chemical productions company based in Kazan, in the Republic of Tatarstan, Russia. Co. consists of various plants, which have common transportation, utilities and telecommunication infrastructure: Ethylene Plant (including phenol, acetone production); Low pressure polyethylene production and processing Plant; High pressure polyethylene Plant; Organic Products Plant; Nitrogen, Oxygen and cold production Plant; Turnaround preparation and execution Plant; and auxiliary facilities. Main types of products produced include ethylene, high and low pressure polyethylene, ethylene oxide, phenol-acetone and polyethylene pipes.

LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

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

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Igor Vasilyev

Julia Gordeyeva

Rodion Lomivorotov

Sergei Konygin

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