Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 27 мая 2021

КОММЕНТАРИЙ И ПРОГНОЗ - КОРПОРАТИВНАЯ ОТЧЕТНОСТЬ, РЕБАЛАНСИРОВКА MSCI ВСТУПАЕТ В СИЛУ, КОММЕНТАРИИ ПРЕДСТАВИТЕЛЕЙ БАНКОВ Вчера на глобальных рынках наблюдался небольшой рост (индекс MSCI EM прибавил 0,5%), инвесторы продолжали обсуждать инфляцию и будущую политику центральных банков. Российский рынок следовал общему тренду: индекс РТС вырос на 0,6% до 1 591, достигнув очередного максимума с начала пандемии. Утренние индикаторы нейтральны или указывают на небольшое снижение. В центре внимания результаты компаний, ребалансировка индекса MSCI и комментарии представителей центральных и коммерческих банков.
НОВОСТИ> Недельная инфляция в РФ ускорилась до 0,2%> Результаты ЛУКойла за 1К21 существенно выше ожиданий по всем статьям> Результаты ВТБ за 4М21: динамичный рост кредитов в апреле, доход на акционерный капитал по-прежнему почти 20%
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).

Oil company LUKOIL PJSC Sponsored ADR

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

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