Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 6 июня 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РАЗВИВАЮЩИЕСЯ РЫНКИ ПЕРЕЖИЛИ НЕБОЛЬШУЮ КОРРЕКЦИЮ, РЫНОК АКЦИЙ США ВЫРОС ПРИ НЕГАТИВНОЙ МАКРОСТАТИСТИКЕСудя по вчерашним торгам, инвесторы второй день подряд возвращали средства в активы развитых рынков, оценив последствия очередного обострения торговых противоречий. Индекс MSCI EM отступил на 0,1%, индекс РТС - на 0,3% (до 1 303 пунктов). Данные ADP по занятости в США и пересмотр прогнозов МВФ добавили негатива. Сегодня утром ситуация неоднозначная, обнадеживает только восстановление котировок Брент, поднявшихся на 2%. В центре внимания - решение ЕЦБ и начало ПМЭФ.НОВОСТИ> Недельная инфляция в России осталась нулевой> Роль Mail.ru Group в AliExpress Russia больше, чем формально предполагает ее доля в СП> ОГК-2 может продать Красноярскую ГРЭС-2 Сибирской генерирующей компании> Прогноз результатов РусГидро: в центре внимания - уровень воды
Underlyings
Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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.

OGK-2

OGK-2 JSC is primarily engaged in the generation and sale of electric and heat power. Co. consists of the following power stations (plants): Troitskaya GRES, Stavropolskaya GRES, Pskovskaya GRES, Serovskaya GRES, Surgutskaya GRES-1, Kirishkaya GRES, Ryazanskaya GRES, Novochercasskaya GRES, Krasnoyarskaya GRES-2, and Cherepovetskaya GRES.

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
Aleksey Ryabushko

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

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