Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Yuri Popov

CIS Market Daily - 22 апреля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК ВОССТАНАВЛИВАЕТСЯ: В ПОСЛАНИИ ПРЕЗИДЕНТА О НЕОЖИДАННОЙ СМЕНЕ ПОЛИТИКИ НЕ УПОМИНАЛОСЬИндекс MSCI ACWI вчера вырос на 0,4% - вероятно, благодаря покупкам после снижения котировок. Индекс РТС поднялся на 0,6% до 1 464 пунктов, т. к. в послании российского президента не прозвучало заявлений, предполагающих неожиданную смену политики, а внешний фон оставался благоприятным. Сегодня в центре внимания будет встреча Владимира Путина с президентом Белоруссии, организованный США климатический саммит и решение ЕЦБ.
НОВОСТИ> Президентское послание Федеральному Собранию. Главные темы - социальная политика, экономический рост и экология> Ускорение недельной инфляции делает повышение ставки ЦБ на 50 б. п. все более вероятным> Совет директоров ЛУКойла рекомендовал выплатить финальные дивиденды за 2020 год в размере 213 руб. на акцию> ММК: результаты за 1К21 по МСФО, позитивные прогнозы на 2К21
Underlyings
Magnitogorsk Iron & Steel Works (GDR)

Magnitogorsk Iron & Steel Works PJSC

Magnitogorskiy Metallurgicheskiy Kombinat PAO, formerly Magnitogorskiy metallurgicheskiy kombinat OAO, is a Russia-based company, active in the steel industry. Its main products are sinter, coke, iron, crude steel, rolled products and ore materials. The Company offers a wide range of products such as wire rod, rebars, square bars, strips, round bars, among others. It is also involved in the coal ore mining, processing of ore materials, sale of ferrous metal products and others. Magnitogorskiy metallurgicheskiy kombinat OAO operates as a supplier for such industries as: pipelines, vehicles, railway, construction and shipbuilding, among others. Its subsidiaries include Lys'venskaya Metallurgicheskaya Kompaniya OOO, among others. The Company operates domestically, as well as exports its products to the Commonwealth of Independent States (CIS) countries, Asia, the Middle East and Europe.

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).

Oil company LUKOIL PJSC Sponsored ADR

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

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Nikolay Minko

Research Team

Rodion Lomivorotov

Yuri Popov

Other Reports on these Companies
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