Report
Alex Fak ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 25 апреля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - С НАЧАЛА ГОДА РОССИЯ ПО-ПРЕЖНЕМУ КОТИРУЕТСЯ ЛУЧШЕ ДРУГИХ РЫНКОВ; ГЛОБАЛЬНЫЙ ФОН ВЫГЛЯДИТ УДРУЧАЮЩЕНа сегодняшний день индекс MSCI Russia с начала года прибавил 0,9%, тогда как MSCI EM снизился на 0,4%. Впрочем, рынок по-прежнему далек от максимумов, наблюдавшихся в начале апреля и в феврале. Слабые результаты торгов на американских площадках привели сегодня утром к ухудшению настроя на глобальных рынках. Сегодня в центре внимания инвесторов - данные по рынку нефти и результаты Яндекса и НОВАТЭКа. НОВОСТИ> В марте спад в обрабатывающей промышленности Украины составил 4,6%> ЛУКойл определился с заключительным дивидендом за 2017 год: 130 руб. на акцию> "День инвестора" Polymetal: компания представила новые проекты> Показатели НЛМК за 1К18 по МСФО: рост цен обеспечил хорошие финансовые результаты> Прогноз результатов Mail.ru Group за 1К18: хорошая выручка, инвестиции в рост
Underlyings
Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

Oil company LUKOIL PJSC

PJSC Lukoil is a vertically-integrated oil company engaged in the exploration and production of crude oil and natural gas. Co. is engaged in all main sectors of the modern oil business including supplies, refining, marketing, transportation, petrochemicals and oil-related activities. Co.'s operations are divided into five business segments: Exploration and Production; Refining, Marketing and Distribution; Chemicals; Power Generation and Other Business Segments. Co. owns and operates refineries in Bulgaria (LUKOIL Neftochim Bourgas AD) and Romania (Petrotel-LUKOIL).

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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
Alex Fak

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

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