Report
Aleksey Ryabushko ...
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Krylov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Maria Sukhanova
  • Mikhail Krasnoperov

CIS Market Daily - 8 июня 2018

КОММЕНТАРИЙ И ПРОГНОЗ - В ПРЕДДВЕРИИ ВЫХОДНЫХ В ЦЕНТРЕ ВНИМАНИЯ БУДУТ САММИТ "БОЛЬШОЙ СЕМЕРКИ" И ВИЗИТ ПРЕЗИДЕНТА РОССИИ В КИТАЙИндекс РТС в четверг упал на 0,6% и закрылся на уровне 1 171 пункт. Динамика развивающихся рынков в целом была менее негативной - индекс MSCI EM удержался на уровне предыдущего дня, хотя, например, ЮАР и Бразилия котировались заметно хуже России. Рубль подешевел, несмотря на заметный рост цен на нефть. Сегодня и в предстоящие выходные наиболее значимыми событиями будут саммит "большой семерки" и визит российского президента в Китай.НОВОСТИ> Полюс опубликовал предпроектные расчеты для Сухого Лога> "День инвестора" TCS: энергия экосистемы> QIWI создает СП с Банком "Открытие" и Банком "Точка"> Телефонная конференция Магнита: обоснование потенциальной сделки по СИА Групп> РусГидро: высокие операционные результаты за 1К18, позитивные прогнозы на весь год> Россети планируют увеличить дивиденды
Underlyings
Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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

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

Qiwi Plc Sponsored ADR Class B

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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
Aleksey Ryabushko

Andrew Keeley

Andrey Kuznetsov

Andrey Krylov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Maria Sukhanova

Mikhail Krasnoperov

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