Report
Alexander Kudrin ...
  • Andrey Krylov
  • Cole Akeson
  • Maria Sukhanova
  • Mikhail Krasnoperov

CIS Market Daily - 20 апреля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ НЕ ДЕМОНСТРИРУЮТ ЭНТУЗИАЗМА; СЕГОДНЯ ПРОЙДУТ ЗАСЕДАНИЯ ОПЕК+, МВФ И ВСЕМИРНОГО БАНКАИндекс РТС взял паузу после недавнего роста и завершил вчерашнюю сессию снижением на 0,1% до 1 154 пунктов. Глобальные рынки сегодня настроены скорее пессимистично на фоне слабых результатов торгов в США, а катализаторов для роста очень мало. На сегодня запланированы заседания мониторингового комитета ОПЕК+, в Вашингтоне продолжаются заседания МВФ и Всемирного банка, в России будет опубликована отчетность ряда компанийНОВОСТИ> Согласованы окончательные правила исполнения "закона Яровой"> Совет директоров Kcell рекомендовал дивиденды за 2017 год в размере 58,4 тенге на акцию> Результаты Kcell за 1К18: рост общих и административных расходов негативно сказался на EBITDA> X5 Retail Group: рост выручки в 1К18 замедлился до 20,2%> Операционные показатели Обуви России за 1К18: выручка выросла на 6,1%, а сопоставимые продажи упали на 11%> Лента: рост выручки на 19,9% за 1К18
Underlyings
Kcell Joint Stock Company

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.

OR PSJC

OR PAO, formerly OR OAO, is a Russia-based company, which is engaged in the footwear industry. The Company specializes in manufacture, retail and wholesale of footwear, outwear and accessories. The Company offers financial services to its customers including installment payments and cash loans. The financial strategy of the Company includes bond program implementation and unsecured loans. Its retailers portfolio is comprised of Westfalika, Emilia Estra, Rossita, Lisette and Peshekhod. The Company also owns such brands as S-TEP, all.go and Snow Guard. It operates two factories in Novosibirsk region. The Company operates domestically.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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
Alexander Kudrin

Andrey Krylov

Cole Akeson

Maria Sukhanova

Mikhail Krasnoperov

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