Sberbank - Kcell Joint Stock Company (KCEL) ... CIS Market Daily - 12 Ð¸ÑŽÐ»Ñ 2018

Report

Sberbank

Aleksey Ryabushko ...

Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Maria Sukhanova
Rodion Lomivorotov
Sergei Konygin

CIS Market Daily - 12 Ð¸ÑŽÐ»Ñ 2018

12/07/2018 14 RU

Underlyings

Kcell Joint Stock Company

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US48668G2057 London Stock Exchange Kazakhstan

PIK Group

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RU000A0JP7J7 Moscow Exchange MICEX-RTS Russia

PIK Group GDR

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US69338N2062 Germany

Provider

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.

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Analysts

Aleksey Ryabushko

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies

Sberbank

CIS Market Daily - March 14, 2022

MARKET COMMENT - MOSCOW EQUITIES TO BE CLOSED ANOTHER WEEK WHILE VALUE STOCKS OUTPERFORMThe CBR has announced that equity trading will be closed another week. Possible negotiations between Russia and Ukraine are the focal point for Russia investors this week, while main themes elsewhere include resumed rotation to value stocks and above $100/bbl oil prices, all of which would be benefiting Russia in a normal market environment, but not this one.STORIES> Government allocates R1 trln to support the economy> TGK-1 reports 14% y-o-y drop in IFRS net income in 2021> Etalon Group warns of difficulti...

March 14, 2022 March 14, 2022 1 EN

Sberbank

CIS Market Daily - 14 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ТОРГИ В МОСКВЕ НЕ БУДУТ ПРОВОДИТЬСЯ ЕЩЕ НЕДЕЛЮ; НА ГЛОБАЛЬНОМ РЫНКЕ ОПЕРЕЖАЮЩУЮ ДИНАМИКУ ПОКАЗЫВАЮТ АКЦИИ СТОИМОСТИЦБ РФ принял решение еще неделю не возобновлять торги на МосБирже в секции фондового рынка. На текущей неделе в центре внимания будут возможные переговоры между Россией и Украиной. НОВОСТИ> Правительство выделило 1 трлн руб. на поддержку экономики> Нефтяные котировки консолидировались около минимумов прошлой недели в преддверии многочисленных событий на этой неделе> Чистая прибыль ТГК-1 по МСФО за 2021 год оказалась на 16% ниже прогнозов> Правительство план...

March 14, 2022 March 14, 2022 1 RU

Sberbank

Sber CIB Ivanov Consumer Confidence Tracker. January 2022 - E-Commerce Gains Momentum

We continue to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an idea of how entire sectors and individual companies are performing and might perform in the future. We also look at competition among the public retailers. The main conclusions from the most recent survey are as follows:> The fieldwork took place from November 22 to December 10, when the number of new Covid-19 cases in Russia was close to a historic high, inflation was on the rise, the ruble was weakening and no extra social payments were in sight. The headline index declined (for the first...

January 27, 2022 January 27, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 12 Ð¸ÑŽÐ»Ñ 2018

CIS Market Daily - March 14, 2022

CIS Market Daily - 14 марта 2022

Sber CIB Ivanov Consumer Confidence Tracker. January 2022 - E-Commerce Gains Momentum

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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CIS Market Daily - 12 Ð¸ÑŽÐ»Ñ 2018