Report
Alexander Kudrin ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Maria Sukhanova
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova
  • Yuri Popov

CIS Market Daily - April 5, 2018

MARKET COMMENT - RISK ASSETS IN DEMAND WHILE INTERNATIONAL POLITICAL BACKDROP UNSTEADY
Russia performed better than peers yesterday, the RTS up 0.3% versus a 1.2% drop for the MSCI EM. A positive shift in global sentiment after the US open provided support. Meanwhile, international political developments continue to drive mostly negative attention; for instance, news reports out of the US last night indicate that new sanctions could come as soon as today.

STORIES
> OPCW meeting offers no conclusions
> New US sanctions on Russian individuals may come from oligarch report
> Weekly inflation at 0.1%, inflation expectations little changed in March
> FX intervention to recover, as expected
> MegaFon and Mail.ru Group to invest in taxi aggregator
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.

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
Alexander Kudrin

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

Yuri Popov

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