Sberbank - Mail.ru Group Ltd. Sponsored GDR (MAIL) ... CIS Market Daily - 4 февраля 2022

Report

Sberbank

Anastasia Khakhaeva ...

Anton Chernyshev
Cole Akeson
Fedor Kornachev
Maria Martynova
Research Team
Sergey Donskoy

CIS Market Daily - 4 февраля 2022

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ ПОЛИТИЧЕСКИЕ СОБЫТИЯ И ДАННЫЕ ПО РЫНКУ ТРУДА В СШАВчера рынки отступали на фоне жесткой риторики Банка Англии и ЕЦБ, а также слабой отчетности американских технологических компаний. Динамика на российском рынке была немного хуже, чем у аналогов. Индекс РТС снизился на 2,2% до 1 432 пунктов после роста на предыдущих сессиях. Сегодня утром рынки настроены более оптимистично, т. к. опубликованные вчера вечером результаты компаний технологического сектора оказались лучше, чем ожидалось, а торги в Азии после праздников начались ростом. Сегодня ситуацию на рынках будут определять политические события и данные по рынку труда в США.
НОВОСТИ> Нефть дорожает из-за ослабления доллара после заседания ЕЦБ> НЛМК: результаты за 4К21 по МСФО немного выше ожиданий, но в целом нейтральные для котировок> Операционные результаты AliExpress Россия за 2021 год> SberCIB Investment Research ставит VK на пересмотр

04/02/2022 1 RU

Underlyings

Mail.ru Group Ltd. Sponsored GDR

Mail.Ru Group is an Internet company based in the Russian Federation. Co. operates the email service [email protected] and two IM networks in Russia - Mail.Ru Agent and ICQ. Co. operates two Russian-language online social networking sites: Moi [email protected] and Odnoklassniki.ru, and owns a strategic minority equity stake in the social network Vkontakte. Co. is also engaged in developing projects in E-commerce and operating more than 40 thematic vertical sites, targeting various user categories. Co. is also Russia's predominant online games company. Co. maintains a portfolio of online games which includes 34 MMO games and over 30 games for social networking sites.

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US5603172082 London Stock Exchange British Virgin Islands

NLMK (GDR)

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US67011E2046 Berlin Stock Exchange Russia

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.

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RU0009046452 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Anastasia Khakhaeva

Anton Chernyshev

Cole Akeson

Fedor Kornachev

Maria Martynova

Research Team

Sergey Donskoy

Other Reports on these Companies

EQS Group AG

Statement of VK on regulatory news disclosure

VK Company (VKCO) Statement of VK on regulatory news disclosure 28-Apr-2023 / 13:00 MSK The issuer is solely responsible for the content of this announcement. Statement of VK on regulatory news disclosure April 28, 2023. VK Company Limited (LSE, MOEX: VKCO, “VK” or the “Company”) announces that it will discontinue regulatory news disclosure on the London Stock Exchange effective May 1, 2023 due to its inability to continue cooperation with its primary provider of press release publishing services. VK has sent several requests to other existing providers (including RNS) auth...

April 28, 2023 April 28, 2023 1 EN

EQS Group AG

VK releases FY 2022 Annual Report

VK Company (VKCO) VK releases FY 2022 Annual Report 27-Apr-2023 / 09:00 MSK The issuer is solely responsible for the content of this announcement. VK releases FY 2022 Annual Report April 27, 2023. VK Company Limited (LSE, MOEX: VKCO, “VK” or the “Company”) announces the publication of its Annual report ended December 31, 2022. The Company’s Annual year report has been submitted to the UK’s Federal Conduct Authority through the National Storage Mechanism and will be available via . The report is also available on VK’s and on the of the Interfax Corporate Information Disclosu...

April 27, 2023 April 27, 2023 1 EN

EQS Group AG

VK Company: VK announces coupon payments

VK Company (VKCO) VK Company: VK announces coupon payments 14-Apr-2023 / 14:00 MSK The issuer is solely responsible for the content of this announcement. VK announces coupon payments April 14, 2023. VK Company Limited (LSE, MOEX: VKCO, hereinafter referred to as “VK” or “the Company”) announces that it has fulfilled obligations to holders of VK's Senior Unsecured Convertible Bonds ISIN XS2239639433 (the “Bonds”), whose rights are recorded by Russian securities depositories, on paying coupon payments due October 1, 2022 and April 1, 2023. Coupon payments in Rubles at the Bank ...

April 14, 2023 April 14, 2023 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 4 февраля 2022

Statement of VK on regulatory news disclosure

VK releases FY 2022 Annual Report

VK Company: VK announces coupon payments

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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