Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 10 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ ВОССТАНАВЛИВАЮТСЯ; В ЦЕНТРЕ ВНИМАНИЯ ИНВЕСТОРОВ - ЕЦБ, НОВОСТИ ИЗ США О РОССИИ И СИТУАЦИЯ В БЕЛОРУССИИПосле слабой торговой сессии АТР на фондовых рынках началось ралли - впрочем, без каких-либо видимых причин. Индекс MSCI ACWI прибавил 1,4%, индекс РТС вырос на 1,0% до 1 201 пункта. Глобальные индикаторы сегодня выглядят позитивно, а российские - менее оптимистично.
НОВОСТИ> Розничные инвесторы абсорбировали предложение со стороны институциональных> Сальдо счета текущих операций РФ в августе было отрицательным на фоне дивидендных выплат> Оценка динамики ВВП в 2К20 улучшена> Инфляция в России в первую неделю сентября была нулевой> O2O, СП Mail.ru Group и Сбербанка, приобретет 84,7% в сервисе "Кухня на районе"> Маркетплейс "Беру" будет интегрирован в Яндекс.Маркет
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.

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Anastasia Khakhaeva

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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