Report
Alexey Kirichok ...
  • Anastasia Khakhaeva
  • Andrew Keeley
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Irina Lapshina
  • Kirill Rogachev
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 21 ноября 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ИНВЕСТОРЫ СЛЕДЯТ ЗА ДИАЛОГОМ МЕЖДУ США И КИТАЕМ, РАЗВИТИЕМ СИТУАЦИИ В ГОНКОНГЕ; СЕГОДНЯ ОЖИДАЮТСЯ ПРОТОКОЛ ЗАСЕДАНИЯ ЕЦБ И ПРОГНОЗЫ ОЭСРИндекс РТС вчера снизился на 0,2% - до 1 448 пунктов, продемонстрировав чуть более позитивную динамику, чем глобальный индикатор MSCI ACWI, который отступил на 0,4%. Глобальных инвесторов беспокоит перспектива того, что президент США подпишет принятый Конгрессом проект закона о правах человека и демократии в Гонконге. Эти опасения не помогли развеять даже обнадеживающие комментарии на тему американо-китайских торговых переговоров со стороны КНР. На российском рынке сегодня с утра в центре внимания планы по размещению 850 млн квазиказначейских акций Газпрома.НОВОСТИ> Недельная инфляция в России ускорилась до 0,1%> Экономика России. В октябре рост немного замедлился, но позитивная динамика сохранилась> Интервью с Владимиром Потаниным: основные моменты> Результаты TCS за 3К19: прибыль высокая, несмотря на увеличение стоимости риска> Результаты QIWI за 3К19 по МСФО: сильные показатели превзошли консенсус, корпоративный прогноз повышен
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).

Qiwi Plc Sponsored ADR Class B

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.

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

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
Alexey Kirichok

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Kirill Rogachev

Rodion Lomivorotov

Svetlana Sukhanova

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