Report
Alexander Sychev ...
  • Alexey Bulgakov
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Kuznetsov
  • Irina Lapshina
  • Kirill Rogachev
  • Svetlana Sukhanova

Долговые рынки сегодня - 21 августа 2019

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа фоне возобновившегося ралли гособлигаций США цены длинных российских суверенных еврооблигаций поднялись на 0,3-0,4 п. п., а в среднесрочном сегменте рост ограничился 0,2 п. п. Спрос локальных инвесторов был сконцентрирован преимущественно в середине кривой, а в длинном сегменте наблюдалась фиксация прибыли нерезидентами.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДоходность ОФЗ снижалась на фоне укрепления рубля. В среднем участке кривой она опустилась на 4-6 б. п., в длинных выпусках - на 2-4 б. п. Нерезиденты продавали среднесрочные облигации, при этом покупая длинные бумаги. Обороты составили 25 млрд руб. НОВОСТИ> Результаты МТС за 2К19 по МСФО> Норникель представил сильные финансовые результаты за 1П19> TCS Group: неоднозначные результаты за 2К19 по МСФО> Nostrum Oil опубликовала результаты за 2К19 по МСФО
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).

Mobile TeleSystems PJSC

Mobile Telesystems is a provider of mobile cellular communications services in the Russian Federation, Ukraine, Uzbekistan and Turkmenistan to consumers and corporate customers, employing technology based primarily on Global System for Mobile Communications (GSM). Co. had a mobile subscriber base of around 102.5 million (77.3 million in Russia, 20.4 million in Ukraine, 2.1 million in Turkmenistan, 1.6 million in Uzbekistan and 1.1 million in Armenia). In addition to standard voice services, Co. provides improved services, including voice mail, short message service, general packet radio service, and various SMS- and GPRS-based information and entertainment services.

Mobile TeleSystems PJSC Sponsored ADR

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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 Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrew Keeley

Andrey Kuznetsov

Irina Lapshina

Kirill Rogachev

Svetlana Sukhanova

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