Report
Alexey Kirichok ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Nikolay Minko

CIS Market Daily - 23 апреля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ ЦЕН НА НЕФТЬ ПОДНЯЛ ИНДЕКС РТС ДО МАКСИМУМА ЗА БОЛЕЕ ЧЕМ 12 МЕСЯЦЕВВчера индекс РТС поднялся на 1,2% до 1 276 пунктов, несмотря на небольшой объем торгов (основные европейские рынки были закрыты). Поддержку российским акциям оказало решение США ужесточить санкции против Ирана (хотя долгосрочные последствия этого шага не столь однозначны). Китайские лидеры второй день подряд заявляют, что экономический рост должен сопровождаться структурными реформами, и это приводит к консолидации на торговых площадках материковой части КНР. Судя по глобальным индикаторам, российский рынок откроется на уровне закрытия или чуть ниже.НОВОСТИ> Прогноз итогов заседания ЦБ РФ. Снижать ставку еще рано> Результаты Северстали за 1К19 по МСФО соответствуют прогнозам> Правительство РФ одобрило дополнительные критерии для продажи жилья в рамках старой модели
Underlyings
LSR Group

Group LSR PJSC is involved real estate development in Saint Petersburg, Munich, Yekaterinburg and Moscow, prefabricated panel construction in Saint Petersburg, Moscow and Yekaterinburg, commercial real estate development in Saint Petersburg and Moscow and Yekaterinburg, the production of building materials at plants located in Russia and Ukraine, the extraction and processing of aggregates in Leningrad region, and the provision of construction services. These products and services are sold mainly in Russia. As of Dec 31 2015, Co. had five reportable segments: LSR.Building Materials; LSR. Construction; LSR.Project management; LSR.Cranes; and LSR.Real Estate.

LSR Group (GDR)

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Nikolay Minko

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