Report
Alexander Sychev ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Irina Lapshina
  • Rodion Lomivorotov
  • Sergei Konygin

Долговые рынки сегодня - 1 ноября 2018

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ среду активность в сегменте российских суверенных бумаг вновь была невысокой. В цене изменились лишь выпуски Россия-28 и Россия-47, которые просели на 0,3 п. п. каждый, соответственно до 158,5% (5,0%, Z+184) и 92,7% (5,8%, Z+251). ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИМинфин вчера разместил трехлетние ОФЗ-25083 (декабрь 2021, 7,0%) в объеме 12,2 млрд руб. из запланированных 15 млрд руб. при спросе 22 млрд руб. Размещение 11-летних ОФЗ-26224 (май 2029, 6,9%) прошло в полном объеме (5 млрд руб.), причем спрос превысил предложение почти в три раза. Премия краткосрочного выпуска ко вторичному рынку составила около 3 б. п., в то время как длинные бумаги были размещены без премии. НОВОСТИ> Недельная инфляция в России осталась на уровне 0,1%> Норильский Никель: операционные результаты за 3К18> ФосАгро представило операционные показатели за 3К18> Агентство Fitch повысило рейтинг Евроторга до В
Underlyings
MMC Norilsk Nickel PJSC

MMC Norilsk Nickel PJSC is a global producer of nickel, palladium, platinum and copper. Co. also produces by-products, such as cobalt, chromium, rhodium, silver, gold, iridium, ruthenium, selenium, tellurium and sulfur. Co. is involved in prospecting, exploration, extraction, refining and metallurgical processing of minerals, as well as in production, marketing and sale of base and precious metals. Co.'s production facilities are located in five countries: Russia, Australia, Botswana, Finland, and South Africa. Co.'s production units are integrated and include: the Polar Division (the Taimyr Peninsula); and the Kola Mining and Metallurgical Company (Kola MMC or the Kola Peninsula).

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
Alexander Sychev

Alexey Kirichok

Alisa Zakirova

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Irina Lapshina

Rodion Lomivorotov

Sergei Konygin

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