Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 23 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - АЗИАТСКИЕ РЫНКИ ПРОСЕЛИ ПОД ВЛИЯНИЕМ РЕГИОНАЛЬНЫХ НОВОСТЕЙ; РОССИЙСКИЕ И ГЛОБАЛЬНЫЕ ИНДИКАТОРЫ РАСТУТ; В РОССИИ ЖДУТ РЕШЕНИЯ ПО СТАВКЕ ЦБНа рынках вчера скорее преобладал оптимизм на фоне заявления ЕЦБ и макростатистики из США, которая оказалась не слишком хорошей и не слишком плохой. Рынки АТР остаются под давлением из-за негативных сообщений о китайских высокотехнологичных компаниях, но индикаторы рынков EMEA, США и России растут. В центре внимания сегодня заседание Банка России, наши аналитики ожидают повышения ключевой ставки на 100 б. п.
НОВОСТИ> Промышленное производство в России в июне осталось примерно на уровне мая> ЛУКойл начинает крупный проект по производству полипропилена> Потребительский индекс Иванова за июль 2021> Выручка группы "М.Видео - Эльдорадо" выросла на 38% в 2К21> Магнит закрыл сделку по приобретению ДИКСИ
Underlyings
M Video

M.video PAO (formerly known as M.video OAO) is a Russia-based consumer electronics and home appliance retail chain. M.video PAO operates through numerous stores in over 100 cities, as well as through online store within the Russian Federation. It offers audio, video, digital, small and large home appliances, media and entertainment products, as well as accessories. It also offers products delivery and repair services. In addition, the Company provides management and consulting services for holding companies and for companies active in the financial and industrial sectors. M.video PAO operates through two wholly owned subsidiaries, located in Moscow. As of December 31, 2011, the Company's major shareholder was Svece Limited with a stake of 67.78%.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

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
Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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