Report
Alexander Golinsky ...
  • Alexey Bulgakov
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Kirill Rogachev
  • Mikhail Krasnoperov
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov

Долговые рынки сегодня - 3 июня 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке российских суверенных еврооблигаций продолжилось ралли в длинном участке кривой: длинные выпуски подорожали на 0,6-1,1 п. п. Котировки прочих выпусков изменились несущественно.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ торговая активность большую часть дня была низкой, несмотря на укрепление рубля, которое не повлияло на уровни доходности. Впрочем, после того как Минфин неожиданно сообщил, что сегодня предложит рынку три номинальных выпуска (в том числе сравнительно новый пятнадцатилетний), в длинном участке кривой доходность выросла на 1-4 б. п. Обороты составили 40 млрд руб. Активность проявляли как локальные инвесторы, так и нерезиденты.НОВОСТИ> Индекс потребительской активности Сбербанка свидетельствует о позитивных изменениях в мае> Российское правительство объявило о мерах бюджетного стимулирования экономики на общую сумму 5 трлн руб.> Московский кредитный банк выкупает старшие долларовые еврооблигации> ВТБ представил отчетность по МСФО за 4М20> МХП опубликовал результаты за 1К20 по МСФО
Underlyings
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.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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 Golinsky

Alexey Bulgakov

Alisa Zakirova

Andrew Keeley

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Kirill Rogachev

Mikhail Krasnoperov

Nikolay Minko

Research Team

Rodion Lomivorotov

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