Report
Alexey Kirichok ...
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Nikolay Minko
  • Olga Sterina
  • Research Team
  • Rodion Lomivorotov
  • Yuri Popov

Долговые рынки сегодня - 22 апреля 2021

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВчера российские суверенные еврооблигации поддержало отсутствие новых негативных геополитических новостей, которые оказывали давление на российские активы в последние дни, а также снижение доходности гособлигаций США. Выпуски Россия-43 и -47 прибавили в цене по 0,6 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа фоне геополитических рисков и неопределенности ликвидность на рынке ОФЗ вчера была невысокой. На аукционах Минфина по-прежнему наблюдался высокий спрос на номинальные выпуски (см. отдельный комментарий ниже). Доходности ОФЗ снизились на 2-3 б. п. на длинном участке кривой и на 4-5 б. п. - на среднесрочном.НОВОСТИ> Президентское послание Федеральному Собранию. Главные темы - социальная политика, экономический рост и экология> Ускорение недельной инфляции в России делает повышение ставки ЦБ на 50 б. п. все более вероятным> Итоги аукционов ОФЗ> Рейтинговое агентство Moody's повысило рейтинг ПАО "Полюс" до инвестиционного уровня> ММК опубликовал результаты за 1К21 по МСФО и представил позитивные прогнозы на 2К21> В 1К21 годовой рост ВВП Белоруссии ускорился до 0,9%
Underlyings
Magnitogorsk Iron & Steel Works (GDR)

Magnitogorsk Iron & Steel Works PJSC

Magnitogorskiy Metallurgicheskiy Kombinat PAO, formerly Magnitogorskiy metallurgicheskiy kombinat OAO, is a Russia-based company, active in the steel industry. Its main products are sinter, coke, iron, crude steel, rolled products and ore materials. The Company offers a wide range of products such as wire rod, rebars, square bars, strips, round bars, among others. It is also involved in the coal ore mining, processing of ore materials, sale of ferrous metal products and others. Magnitogorskiy metallurgicheskiy kombinat OAO operates as a supplier for such industries as: pipelines, vehicles, railway, construction and shipbuilding, among others. Its subsidiaries include Lys'venskaya Metallurgicheskaya Kompaniya OOO, among others. The Company operates domestically, as well as exports its products to the Commonwealth of Independent States (CIS) countries, Asia, the Middle East and Europe.

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

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

Alisa Zakirova

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Nikolay Minko

Olga Sterina

Research Team

Rodion Lomivorotov

Yuri Popov

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