Report
Alex Fak ...
  • Alexander Kudrin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova
  • Valery Nesterov

CIS Market Daily - April 3, 2018

MARKET COMMENT - RENEWED US TECH ROUT DRAGS GLOBAL STOCKS ALONG
Risk assets, including Russian stocks, fell out of favor yesterday as the US saw a renewed retreat, particularly in the tech sector, which reignited global market concerns. While that source of pessimism continues to wind its way through global markets this morning, today’s agenda is full, with PMIs, other major macro reporting, and a variety of political meetings.

STORIES
> Russia Economic Monthly: Improving Russia's business environment
> Quarterly GDP statistics for 9m17 revised, now closer to our estimates
> Kazakh inflation slows to 0.5% m-o-m in March
> Russia falls short of OPEC+ cut amid seasonal spike
> Outlook for Gazprom and Novatek operating performance looks good
> Mail.ru Group: Bright monetization outlook
Underlying
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.

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
Alex Fak

Alexander Kudrin

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

Valery Nesterov

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