Report
Andrey Kuznetsov ...
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Cole Akeson
  • Igor Rapokhin
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 26 апреля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - В ТЕЧЕНИЕ НЕДЕЛИ В ЦЕНТРЕ ВНИМАНИЯ БУДУТ КОРПОРАТИВНАЯ ОТЧЕТНОСТЬ, РЕШЕНИЯ ЦЕНТРОБАНКОВ И МЕРОПРИЯТИЯ ОПЕК+; РОССИЯ ОПЕРЕЖАЕТ АНАЛОГИ ВТОРУЮ НЕДЕЛЮ ПОДРЯДИндекс РТС в пятницу вырос на 0,7% - до 1 512 пунктов. За неделю он второй раз подряд продемонстрировал более позитивную динамику, чем зарубежные аналоги, однако по итогам дня отстал от глобальных рынков. Индекс MSCI EM за день вырос на 0,9%, а американские индикаторы - на 1,1-1,4%. Предстоящая неделя будет насыщенной: ожидается много корпоративной отчетности, решение ФРС США и мероприятия ОПЕК+.
НОВОСТИ> Итоги заседания ЦБ РФ. Банк России ускорил нормализацию политики> Совет директоров Роснефти рекомендовал выплатить дивиденды за 2020 год в размере 6,94 руб. на акцию> НОВАТЭК рассматривает возможность производства аммиака на Ямале> Акционеры НОВАТЭКа одобрили проектное финансирование на сумму $11 млрд для Арктик СПГ - 2> X5 Retail Group меняет финансового директора> Прогноз результатов X5 Retail Group за 1К21 по МСФО: ожидаются хорошие показатели> Магнит начинает тестировать сегмент DIY
Underlyings
Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

NOVATEK JSC Sponsored GDR RegS

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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

Anna Kotelnikova

Anton Stroutchenevski

Cole Akeson

Igor Rapokhin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch