Sberbank - M Video (MVID) CIS Market Daily - 18 января 2022

Report

Sberbank

Anton Chernyshev ...

Cole Akeson
Ekaterina Usanova
Mikhail Krasnoperov
Research Team

CIS Market Daily - 18 января 2022

КОММЕНТАРИЙ И ПРОГНОЗ - НОВОСТИ О ТОМ, ЧТО РОССИЮ НЕ ОТКЛЮЧАТ ОТ SWIFT, ОКАЗАЛИ РЫНКУ ЛИШЬ КРАТКОВРЕМЕННУЮ ПОДДЕРЖКУИндекс РТС вчера упал на 0,7% до 1 475 пунктов, минимума с апреля 2021 года. Рынок продолжает игнорировать то, что цены на нефть достигли самых высоких уровней со времени кризиса 2014 года. Сообщения СМИ о том, что ЕС и США отказались от идеи отключить Россию от системы SWIFT, оказали рынку акций лишь кратковременную поддержку. Сегодня фьючерсы и другие утренние индикаторы для российского рынка указывают на спад.
НОВОСТИ> Удар беспилотников по Абу-Даби вызвал рост нефтяных котировок> Назначен новый генеральный директор М.Видео

18/01/2022 1 RU

Underlying

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%.

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RU000A0JPGA0 Moscow Exchange MICEX-RTS Russia

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

Anton Chernyshev

Cole Akeson

Ekaterina Usanova

Mikhail Krasnoperov

Research Team

Other Reports on these Companies

Sberbank

CIS Market Daily - March 9, 2022

MARKET COMMENT - MOSCOW TRADING REMAINS HALTED WHILE EYES REMAIN ON UKRAINERussian stocks continued to see only slight trading through Russia's long weekend. That will not change today, with the CBR having decided yesterday not to allow Moscow equity trading, continuing the halt since February 25 for a sixth business day.STORIES> How the crisis is evolving> US and UK seeking to embargo Russian oil and gas imports> Gazprom's export flows remain very strong> Rostelecom posts neutral 4Q21 IFRS results> HeadHunter 4Q21 IFRS results: Slightly below consensus; buyback program terminated> Yandex and ...

March 9, 2022 March 9, 2022 1 EN

Sberbank

CIS Market Daily - 9 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗСША и Великобритания вводят эмбарго на импорт нефти и газа из России, экспортные доходы Газпрома растут, Ростелеком, HeadHunter, Магнит и М. Видео представили отчетность.НОВОСТИ> Как развивается кризис> США и Великобритания вводят эмбарго на импорт нефти и газа из России> Экспортные доходы Газпрома растут> Ростелеком представил нейтральные результаты за 4К21 по МСФО> Вопрос о погашении облигаций Яндекса и Ozon> HeadHunter: результаты за 4К21 несколько ниже прогнозов, выкуп акций завершен> Результаты Магнита за 2021 год: EBITDA выше консенсус-прогноза, существенное высвобож...

March 9, 2022 March 9, 2022 1 RU

Sberbank

CIS Market Daily - January 27, 2022

MARKET COMMENT - HAWKISH FED, MIXED POLITICAL NEWS LEAVE TODAY'S OUTLOOK WEAKThe RTS climbed 2.1% to 1,324, one of the best EM performances. However, global and Russian markets look weaker today after the Fed's expectedly hawkish turn. Also in focus will be the Russian government's replies to US and NATO security proposals.STORIES> Looking further ahead after Normandy session, US security proposal submission> Weekly inflation remains elevated at 0.2%> Gazprom Neft CEO comments on operational plans until 2025> SberCIB Ivanov Consumer Confidence Tracker> M.Video's revenues up 8.1% y-o-y in 4Q21>...

January 27, 2022 January 27, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
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Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 18 января 2022

CIS Market Daily - March 9, 2022

CIS Market Daily - 9 марта 2022

CIS Market Daily - January 27, 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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