Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Kirill Rogachev
  • Rodion Lomivorotov

CIS Market Daily - 3 апреля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ТЕМЫ ДНЯ: СБЕРБАНК, ГРУППА ЛСР, КИТАЙ И США, НАТО, ИНДЕКСЫ PMIВчера динамика рынков акций была невыразительной: индекс РТС поднялся на 0,2% до 1 216 пунктов, MSCI EM прибавил 0,1%. Сегодня в центре внимания корпоративные новости от Сбербанка, а также Группы ЛСР. Рынки АТР оживились после публикации Financial Times о ходе переговоров США и КНР и выхода PMI для сферы услуг Китая, оказавшегося оптимистичным. Сегодня на повестке дня начало очередного раунда переговоров США и Китая, заседание НАТО, ситуация вокруг Brexit и индексы PMI.НОВОСТИ> В феврале годовой рост выпуска в базовых отраслях в России составил 2,1%> В марте помесячная инфляция в Казахстане ускорилась до 0,5%> Операционные результаты Московской биржи за 3М19: объемы по-прежнему слабые> Андрей Молчанов продает 9,7% акций Группы ЛСР
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)

Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Rodion Lomivorotov

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