Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Kirill Rogachev
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 24 мая 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНКИ ОТСТУПАЮТОбострение риторики, касающейся торгового противостояния между США и Китаем, вчера вызвало спад на глобальных рынках: индексы MSCI EM, MSCI World (индикатор развитых рынков), S&P 500 и РТС потеряли по 1,2-1,3% (последний снизился до 1 275 пунктов). Рубль ослабел примерно на 0,8% до 64,86 за доллар. Эталонные сорта нефти подорожали на 4,5-5,7%: цена барреля Брент достигла $67,76. Золото выросло в цене на 0,8% до $1 283 за унцию благодаря статусу защитного актива.НОВОСТИ> Росстат снизил оценку роста промышленного производства за апрель до 4,6%> Рост в промышленности Украины в апреле достиг 5,2%> Обновление стратегии ВТБ: смелые планы> Результаты МТС за 1К19: позитивная динамика в России и на Украине> На конференции YAC 2019 Яндекс представил новые устройства и новые продукты в сегменте медиа и доставки еды
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

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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
Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies
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