Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 25 октября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ИНДЕКС РТС ДОСТИГ НОВОГО МАКСИМУМА ПОЧТИ ЗА ШЕСТЬ ЛЕТ; СЕГОДНЯ ИНВЕСТОРЫ ЖДУТ РЕШЕНИЯ ПО СТАВКЕ ЦБ РФВ четверг индекс РТС вырос на 1,5% до 1 414 пунктов - это самый высокий уровень с декабря 2013 года. Индекс MSCI EM подрос на 0,6%, MSCI World (индикатор развитых рынков) - на 0,3%. Глобальные рынки обнадежило сочетание таких факторов, как хорошая корпоративная отчетность и отсутствие плохих новостей, в том числе с фронтов американо-китайской торговой войны. Сегодня участники российского рынка ждут решения Банка России по ключевой ставке. Наши аналитики по рынку процентных ставок прогнозируют, что она будет снижена на 50 б. п. НОВОСТИ> Решение по налоговым льготам в Арктике почти готово> Polymetal: сильные операционные результаты за 3К19, менеджмент ожидает превышения прогноза добычи на 2019 год> НЛМК: ожидаемо слабые итоги 3К19 по МСФО> Прогноз результатов Ростелекома за 3К19 по МСФО> Хорошая отчетность Mail.ru Group за 3К19 подтверждает рекомендацию ПОКУПАТЬ> ФосАгро: сезонно сильные операционные результаты за 3К19> Экономика СНГ. Позитивный импульс может сохраниться на некоторое время> НБУ понизил учетную ставку на 100 б. п. до 15,5%, впереди новые понижения
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.

NLMK (GDR)

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.

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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

Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Rodion Lomivorotov

Svetlana Sukhanova

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