Report
Andrey Kuznetsov ...
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin
  • Svetlana Sukhanova
  • Yuri Popov

CIS Market Daily - 24 августа 2018

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЯ ОТСТАЛА ОТ АНАЛОГОВ НА ФОНЕ САНКЦИОННЫХ ОПАСЕНИЙ, НЕСМОТРЯ НА УСТОЙЧИВОСТЬ НЕФТЯНОГО РЫНКАИндекс РТС упал на 2,0% до 1 044 пунктов, тогда как индекс MSCI EM снизился на 0,2%, а MSCI World (DM) - на 0,3%. В середине вчерашней сессии рубль немного окреп на сообщениях о том, что ЦБ РФ приостановил покупки валюты, но позже нисходящая динамика возобновилась. Судя по всему, одним из негативных факторов стали высказывания американских политиков относительно дальнейших санкционных планов. Впрочем, на глобальных рынках также наблюдалось снижение. Нефть сегодня утром растет в цене, прочие индикаторы неоднозначны.НОВОСТИ> Россия зафиксировала небольшой приток капитала, несмотря на угрозу новых санкций США> В июле годовой рост в промышленности Украины ускорился до 2,9% за счет низкой базы сравнения> ЦБ снова приостановил покупки валюты, что окажет поддержку рублю> МегаФон: миноритарии предъявили к выкупу 90% free float> Результаты МХП за 2К18 по МСФО: относительно 2К17 рентабельность по денежной EBITDA снизилась на 11 п. п.> ФосАгро: хорошие результаты за 2К18, в 3К18 ожидается дальнейший рост
Underlyings
Megafon

MegaFon is a mobile telecommunications operating group based in Russia. Co. maintains its own network of 4G, LTE protocol, providing a full range of mobile services across the country (Moscow, Moscow Region, Novosibirsk, Samara, Vladivostok, Ufa, Krasnodar Territory, Sochi, Saint-Petersburg, Kazan, Kostroma). Co. also offers fixed broadband, digital TV and IP-telephony in Moscow and in the Moscow, Belgorod, Voronezh, Kursk, Lipetsk and Orel regions. In addition, Co. provides broadband Internet access in the Volga region and the Far East. Co.'s subsidiaries maintain operations in Tajikistan, Abkhazia and South Ossetia.

MegaFon PJSC

MHP SE Sponsored GDR RegS

MHP is a holding company. Through its subsidiaries, Co. is engaged in poultry and related operations, grain growing, as well as other agricultural operations. Co.'s poultry and related operations integrate all functions related to the production of chicken, including hatching, fodder manufacturing, raising chickens to marketable age, processing and marketing of branded chilled products and include the production and sale of chicken products, sunflower oil, mixed fodder and convenience food products. Grain growing produces and sells grains. Other agricultural operations comprise the production and sale of cooked meat, sausages, beef, milk, goose meat, foie gras, fruit and feed grains.

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

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
Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

Svetlana Sukhanova

Yuri Popov

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