Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 14 августа 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ПОСЛЕ ТРЕХДНЕВНЫХ ПРОДАЖ РОССИЙСКИЙ ФОНДОВЫЙ РЫНОК СТАБИЛИЗИРОВАЛСЯИндекс РТС вчера немного вырос, несмотря на продолжающуюся волну продаж на развивающихся рынках. Правительству Турции не удалось стабилизировать ситуацию на валютном рынке, и курс лиры упал еще на 7%. Обеспокоенность в связи с ситуацией в Турции продолжает оказывать давление на прочие развивающиеся рынки: индекс MSCI EM снизился на 1,8%.НОВОСТИ> Ежеквартальный пересмотр индексов MSCI: значимых для России изменений нет> Профицит бюджета РФ по итогам 7М18 достиг 1,38 трлн. руб.> Норильский Никель представил сильные финансовые результаты за 1П18, сегодня ожидается решение по промежуточным дивидендам за 1П18> Показатели Русагро за 2К18 по МСФО: продажи упали на 8%, EBITDA выросла на 50%> Мосэнерго представило слабые результаты за 2К18 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).

Mosenergo

Mosenergo is a regional energy company primarily involved in generation of heat and electric power and heat distribution services in the Moscow city and Moscow region. Co.'s portfolio includes 15 power plants with the electric installed capacity of 11.9 thousand MW and heat installed capacity of 40.5 thousand MW (34.9 thousand Gcal/hour). Co. produces 6% of the electricity generated in the Russian Federation (exclusive of nuclear power plants) and is a main supplier of electricity and heat for the Moscow region. Co. supplies 67% of the total electricity consumption of Moscow region.

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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
Aleksey Ryabushko

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

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