Report
Alexander Sychev ...
  • Alexey Bulgakov
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Ekaterina Sidorova
  • Nikolay Minko
  • Oksana Mustiatsa
  • Svetlana Sukhanova

Долговые рынки сегодня - 9 апреля 2019

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВ понедельник на рынке российских суверенных обя-зательств обороты снова были низкими, а изменения цен - незначительными. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДоходность ОФЗ продолжила снижаться, по итогам дня она опустилась на 2-4 б. п. в середине кривой и на 5-7 б. п. в длинном участке. Спрос по-прежнему наблюдается в основном со стороны нерезидентов. Обороты составили 18 млрд руб.НОВОСТИ> Данные банковского сектора за февраль> EDC выставила предложение выкупа еврооблигаций EDC-20> МТС договариваются о покупке онлайн-кинотеатра ivi> Fitch подняло кредитные рейтинги Северстали и НЛМК выше суверенного уровня> Рекомендуем покупать ОФЗ с погашением в октябре 2026 года
Underlyings
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

NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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

Alisa Zakirova

Andrey Kuznetsov

Ekaterina Sidorova

Nikolay Minko

Oksana Mustiatsa

Svetlana Sukhanova

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