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

CIS Market Daily - 23 марта 2020

КОММЕНТАРИЙ И ПРОГНОЗ - НЕОПРЕДЕЛЕННОСТЬ С ПЛАНАМИ СТИМУЛИРОВАНИЯ ЭКОНОМИКИ США ВЫЗВАЛА ОЧЕРЕДНОЕ ПАДЕНИЕ ГЛОБАЛЬНЫХ РЫНКОВАмериканские политики пока не смогли договориться о программе экономического стимулирования, что вызвало очередное падение глобальных рынков. В пятницу Россия и многие развивающиеся рынки были на подъеме, но сегодня все утренние индикаторы указывают на спад: так, рынки стран АТР падают на 2-11%, а фьючерсы на индекс РТС просели на 4%. НОВОСТИ> Фонды, ориентированные на GEM и Россию, столкнулись с самым большим относительным оттоком за три-четыре года> ЦБ РФ оставил ключевую ставку на уровне 6%> В феврале в России зафиксировано краткосрочное ускорение экономического роста> Итоги заседания ЦБ РФ: ключевая ставка не изменилась; валютного РЕПО пока не будет> Русская Платина вышла из СП "Арктик Палладий"> ЦБ объявил о мерах по поддержке финансового сектора и экономики> VEON: с учетом динамики котировок целевая цена снижена, рекомендация повышена до ПОКУПАТЬ> QIWI во вторник опубликует показатели за 4К19 по МСФО
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).

Qiwi Plc Sponsored ADR Class B

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.

VimpelCom Ltd. ADS

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

Vladimir Lezhnev

Yuri Popov

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