Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Cole Akeson
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 23 апреля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ ЗНАЧИТЕЛЬНО ОПЕРЕДИЛА АНАЛОГИ НА ФОНЕ НАДЕЖД НА СНИЖЕНИЕ ГЕОПОЛИТИЧЕСКОЙ НАПРЯЖЕННОСТИИндекс РТС вырос на 2,6% до 1 502 пунктов после сообщений о том, что геополитическая напряженность в регионе снизилась. Динамика глобальных рынков была разнонаправленной, негативным фактором стал спад на американском рынке акций (S&P 500 снизился на 0,9%) после сообщений о возможном повышении налогов. Утренние индикаторы сегодня неоднозначны, нефть и рубль немного выросли в цене относительно уровней вчерашнего закрытия.
НОВОСТИ> Нефть и газ: ожидаем существенного восстановления прибыли и свободных денежных потоков в 1К21> НЛМК: хорошие результаты за 1К21 по МСФО; прогнозы на 2К21 благоприятные> Polymetal: хорошие производственные показатели за 1К21> В 1К21 годовой рост оборота М.Видео составил 13,8%, онлайн-продажи существенно увеличились
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%.

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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
Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Cole Akeson

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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