Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 25 февраля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ОБНАДЕЖИВАЮЩАЯ РИТОРИКА ГЛАВЫ ФРС США ОБЕСПЕЧИЛА ВОЗОБНОВЛЕНИЕ ГЛОБАЛЬНОГО РАЛЛИВчера в начале дня большинство рынков торговались либо в боковом тренде, либо падали (например, Китай потерял 2,7%). Однако после обнадеживающих заявлений главы Федрезерва США рост котировок возобновился вчера вечером и продолжился сегодня утром. Индекс РТС отстал от аналогов: вчера он просел на 0,6%, отступив до отметки 1 446 пунктов. Отчасти это обусловлено глобальной конъюнктурой на момент закрытия торгов в Москве. Впрочем, дальнейший рост глобальных фондовых индексов и цен на нефть позволяет рассчитывать на позитивный настрой сегодня утром.
НОВОСТИ> Норникель частично приостановил работы на рудниках "Октябрьский" и "Таймырский"> EBITDA Ленты за 2П20 на 6% ниже консенсус-прогноза
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.

Mining and Metallurgical Company NORILSK NICKEL (GDR)

MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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
Alexey Kirichok

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Research Team

Vladimir Lezhnev

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