Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Rodion Lomivorotov
  • Vladimir Lezhnev

CIS Market Daily - 6 февраля 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НАДЕЖДЫ НА СДЕРЖИВАНИЕ КОРОНАВИРУСА, СНИЖЕНИЕ ПОШЛИН В КНР И МАКРОСТАТИСТИКА В США ПОЗИТИВНО ПОВЛИЯЛИ НА ГЛОБАЛЬНЫЕ РЫНКИВчерашние торги на развивающихся рынках завершились в целом позитивно: почти все индикаторы превысили итоговые значения вторника. Индекс MSCI EM подрос на 0,4%. При этом Россия немного опередила большинство аналогов: индекс РТС вырос на 0,9%. Основаниями для оптимизма были надежды на успехи в борьбе с эпидемией уханьской пневмонии (как вскоре выяснилось, необоснованные), одностороннее снижение таможенных пошлин Китаем и более позитивная, чем ожидалось, макроэкономическая статистика в США. Сегодня утром ралли продолжилось на рынках АТР. Фьючерсы на индекс РТС и другие ключевые фондовые индикаторы демонстрируют позитивную динамику.
НОВОСТИ> Недельная инфляция в России ускорилась до 0,1%, но осталась умеренной> Мнение главного экономиста. Последствия эпидемии коронавируса для России> Индийские компании хотят войти в СП Vostok Oil, Роснефть может войти в капитал BPC> Результаты ММК за 4К19 по МСФО: свободные денежные потоки превзошли консенсус-прогноз
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.

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

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

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch