Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Cole Akeson
  • Fedor Kornachev
  • Georgiy Ivanin
  • Research Team

CIS Market Daily - October 8, 2021

MARKET COMMENT - RALLY CONTINUES WITH GLOBAL DISCRETIONARY, RUSSIAN METALS HIGHERMarkets saw broad gains yesterday, as easing concerns about US macro and the global gas market allowed the rally to continue. The MSCI EM climbed 2.1%, while a 2.2% gain for the RTS to 1,854 placed Russia among the best global performers. Gains continue in global and Russia indicators early this morning, but at a decelerated pace. Gazprom's remarks on the European gas market and US payrolls are among today's events to watch. STORIES> Retail investor statistics: Inflows rise, account growth accelerates> EPFR: GEM funds, Russia see rising inflows> Lukoil acquires 15.5% in Shah Deniz at attractive price> Lukoil plans petchem capacity expansion in Caspian> Sber and Mail.ru Group inject a further R12.2 bln into O2O> Key takeaways from Sovcomflot's capital markets day
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.

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

Sovcomflot

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

Cole Akeson

Fedor Kornachev

Georgiy Ivanin

Research Team

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