Sberbank - Kcell Joint Stock Company (KCEL) Kcell - ÐŸÐ¾Ñ‚ÐµÐ½Ñ†Ð¸Ð°Ð» ÑÐ½Ð¸Ð¶ÐµÐ½Ð¸Ñ ÑƒÐ²ÐµÐ»Ð¸Ñ‡Ð¸Ð²Ð°ÐµÑ‚ÑÑ

Report

Sberbank

Maria Sukhanova ...

Svetlana Sukhanova

23/07/2018 7 RU

Underlying

Kcell Joint Stock Company

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US48668G2057 London Stock Exchange Kazakhstan

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

Maria Sukhanova

Svetlana Sukhanova

Other Reports on these Companies

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The Rear-View Mirror – EME markets: Most markets end October in the black, WIG20 +4.1%

EME Equity Market – October 2021 Market performance – most markets end October in the black, WIG20 +4.1%. The MSCI EM Europe Index added 3.6% in EUR terms and 3.4% in USD. Poland was the best-performing equity market, gaining 4.1% in both EUR and PLN terms. The Russian MOEX followed, adding 3.9% in EUR and 1.1% in local currency. The Greek ASE Index added 3.8%, while the Hungarian BUX Index advanced by 2.3% and 2.5% in EUR and local currency, respectively. Turkey’s ISE30 Index gained 0.5% in EUR and as much as 8.7% in local currency. The Romanian BET Index lost 0.3% in EUR and RON; while the C...

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Wood and Company

WOOD Daily: TL Food Retail; EME Macro/Strategy – UZB; ARNT CZ; MOEX RX; EAT PW; TNB MS; SAB1L LH; ACP PW; KCEL KZ; RICHT HB; PPC GA; FMF PW; BRISA TI; MOL HB; PGN PW

HEADLINES: • Turkish food retail: severe penalties announced by the Competition Authority NEGATIVE • EME Macro/Strategy: Uzbekistan - new dawn for the reform agenda • Arena Hospitality Group: delivers strong 3Q results POSITIVE • Moscow Exchange: 3Q21 results in line with the consensus NEUTRAL • AmRest: 3Q21 preliminary sales up by 21% yoy NEUTRAL • NLB Banka: 3Q21 results review - solid quarter, on the back of low COR • Siauliu Bankas: 3Q21 - another strong quarter, with a positive outlook • Asseco Poland: 3Q21 preliminary net profit at PLN 120.3m, 2% above our estimate NEUTRAL • Kcell: ...

November 1, 2021 November 1, 2021 24 EN

Wood and Company

WOOD Daily: MONET CP; SBER RX; MAIL LI; KMB MS; LTS PW; OMV AV; MGNT LI; SNP RO; KCEL KZ; EEG1T ET; ADPL ZA; EU Macro; NVTK LI; HTO GA; DIGI RO; OMV AV

HEADLINES: • MONETA Money Bank: strong 3Q21 bottom line on LLPs releases, 2021E net profit outlook upgraded POSITIVE • Sberbank: 3Q21 highlights - solid quarter • VK (formerly Mail.ru): 3Q21 results review • Komercijalna Banka: 3Q21 results review - strong figures, 2021E beat now likely POSITIVE • Lotos: 3Q21 results - strong downstream results, upstream weak due to maintenance • OMV: 3Q21 results - strong EBITDA, disappointing bottom line • OMV Petrom: 3Q21 results - EBITDA in line, net income slightly below • Magnit: 3Q21 review - EBITDA margin maintained, despite dilutive effect of Di...

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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)

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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

Anna Pilgunova ... (+3)

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Commodities Daily - March 24, 2022

> Oil continues to rise as CPC oil export terminal in Black Sea halts loadings and amid upbeat EIA report. In our view, Brent is likely to start stabilizing near $120/bbl today. Investors will be watching the EU-NATO summit in Brussels, where countries will discuss their ability to reduce their reliance on the Russian energy sector.> Gold advances as US Treasury yields slide. Gold rose from $1,920/oz to $1,945/oz yesterday, while the 10y US Treasury yield declined from 2.39% to 2.29%. Gold is trading near $1,940/oz as we write. Today, the market will be eyeing the preliminary March Markit PMIs...

March 24, 2022 March 24, 2022 1 EN

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Kcell - ÐŸÐ¾Ñ‚ÐµÐ½Ñ†Ð¸Ð°Ð» ÑÐ½Ð¸Ð¶ÐµÐ½Ð¸Ñ ÑƒÐ²ÐµÐ»Ð¸Ñ‡Ð¸Ð²Ð°ÐµÑ‚ÑÑ

The Rear-View Mirror – EME markets: Most markets end October in the black, WIG20 +4.1%

WOOD Daily: TL Food Retail; EME Macro/Strategy – UZB; ARNT CZ; MOEX RX; EAT PW; TNB MS; SAB1L LH; ACP PW; KCEL KZ; RICHT HB; PPC GA; FMF PW; BRISA TI; MOL HB; PGN PW

WOOD Daily: MONET CP; SBER RX; MAIL LI; KMB MS; LTS PW; OMV AV; MGNT LI; SNP RO; KCEL KZ; EEG1T ET; ADPL ZA; EU Macro; NVTK LI; HTO GA; DIGI RO; OMV AV

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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Kcell - ÐŸÐ¾Ñ‚ÐµÐ½Ñ†Ð¸Ð°Ð» ÑÐ½Ð¸Ð¶ÐµÐ½Ð¸Ñ ÑƒÐ²ÐµÐ»Ð¸Ñ‡Ð¸Ð²Ð°ÐµÑ‚ÑÑ