Sberbank - Oil company LUKOIL PJSC (LKOH) ... CIS Market Daily - 25 ноября 2021

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Sberbank

Andrew Keeley ...

Andrey Gromadin
Anton Chernyshev
Anton Stroutchenevski
Artem Vinogradov
Arthur Cherkesov
Cole Akeson
Konstantin Samarin
Research Team

CIS Market Daily - 25 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ТОРГИ В СРЕДУ ПРОШЛИ БЕЗ СУЩЕСТВЕННЫХ ИЗМЕНЕНИЙ, НЕФТЬ ПОДОРОЖАЛА, ПОЛИТИЧЕСКИЕ КОММЕНТАРИИ БЫЛИ ОСТОРОЖНЫМИИндекс РТС в среду почти не изменился, так же как аналоги, и завершил торги на уровне 1 661 пункт. На глобальных рынках активность была низкой, однако на российском рынке некоторые инвесторы, вероятно, оценивали политические риски. Сегодня в центре внимания отчетность компаний, комментарии представителей ЦБ РФ и политические новости. В США в четверг выходной - День благодарения, поэтому на мировых рынках обороты будут ограниченными.
НОВОСТИ> MSCI повысит коэффициент free float Магнита после закрытия торгов 30 ноября> Недельная инфляция в России составила 0,2%> В октябре годовой рост промышленного производства в РФ ускорился до 7,1% благодаря добывающей отрасли> Рынок нефти стабилен на фоне неоднозначного отчета EIA по запасам углеводородов> Результаты ЛУКойла за 3К21: большой денежный поток позволяет рассчитывать на высокие дивиденды за 2П21> Результаты TCS Group за 3К21 рекордно высокие, особенно в части комиссионного дохода> Рост экономики Казахстана в октябре замедлился> Годовая инфляция в Казахстане в октябре осталась на уровне 8,9%

25/11/2021 18 RU

Underlyings

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).

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RU0009024277 Moscow Exchange MICEX-RTS Russia

Oil company LUKOIL PJSC Sponsored ADR

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US69343P1057 Mexican Stock Exchange Russia

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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US87238U2033 London Stock Exchange Cyprus

Provider

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.

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Analysts

Andrew Keeley

Andrey Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Arthur Cherkesov

Cole Akeson

Konstantin Samarin

Research Team

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CIS Market Daily - 25 ноября 2021

TCS Group Holding PLC reports IFRS results for 4Q and FY 2022

TCS Group Holding PLC: notification of Board changes under LR9.6

Correction: TCS Group Holding PLC: Headhunter Group plc Appoints Mr Sergey Arsenyev as Non-Executive Director

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

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