Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Ekaterina Sidorova
  • Irina Lapshina
  • Kirill Rogachev
  • Mikhail Sheybe
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev
  • Yaroslav Lissovolik
  • Yuri Popov

Долговые рынки сегодня - 2 октября 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа рынке российских суверенных еврооблигаций продолжалось восстановление после существенного падения цен на прошлой неделе и в начале текущей. Основной спрос обеспечивали локальные инвесторы. Лучше рынка завершили день длинные выпуски, прибавив в цене 1,0-1,2 п. п., среднесрочные бумаги ограничилось ростом в пределах 0,4-0,8 п. п.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИУкрепление рубля в первой половине дня в чет-верг и относительно стабильный геополитический новостной фон способствовали притоку нерезидентов в 10-летние ОФЗ, тогда как локальные инвесторы покупали среднесрочные и длинные обязательства. Обороты на рынке были заметно выше средних - 36 млрд руб. По итогам дня доходности сни-зились на 3-6 б. п.НОВОСТИ> Стратегический спутник. Сложный период еще не завершился> Опубликованы новые оценки экологического ущерба от аварии на предприятии Норникеля> ВТБ объявил результаты за 8М20 по МСФО> В августе экономическая активность на Украине улучшилась> Годовая инфляция в Казахстане в августе осталась на уровне 7%
Underlyings
Mining and Metallurgical Company NORILSK NICKEL (GDR)

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).

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 Kirichok

Alisa Zakirova

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Ekaterina Sidorova

Irina Lapshina

Kirill Rogachev

Mikhail Sheybe

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Yaroslav Lissovolik

Yuri Popov

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