Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Rodion Lomivorotov

CIS Market Daily - 25 февраля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ДАЛЬНЕЙШИЙ ПРОГРЕСС В ТОРГОВЫХ ПЕРЕГОВОРАХ США И КИТАЯ ПОДДЕРЖИВАЕТ ФОНДОВЫЕ РЫНКИПрезидент США Дональд Трамп объявил, что 1 марта не бу-дут введены новые пошлины на китайский импорт с учетом "существенного прогресса" в торговых переговорах между двумя странами. Азиатские рынки акций выросли на фоне этих новостей.НОВОСТИ> Экономика Казахстана и Азербайджана. Устойчивость к внешним факторам растет, так же как влияние государства> ВТБ объявит результаты за 4К18 и 2018 год по МСФО> Лента: снижение валовой рентабельности в 2П18, прогноз роста сети довольно скромный
Underlyings
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.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Kirill Rogachev

Mikhail Krasnoperov

Rodion Lomivorotov

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