Sberbank - Mobile TeleSystems PJSC (MTSS) ... Debt Markets Today - November 12, 2019

Report

Sberbank

Alexey Bulgakov ...

Alisa Zakirova
Anastasia Khakhaeva
Anton Stroutchenevski
Artem Vinogradov
Rodion Lomivorotov
Svetlana Sukhanova

Debt Markets Today - November 12, 2019

CIS EUROBOND MARKETThe CIS Eurobond market was inactive yesterday because most US investors were absent due to the Veterans Day holiday.GOVERNMENT DEBTTrading in the OFZ market was weak yesterday, as US investors were absent. Volumes totaled just R12 bln. A drop in global risk appetite and more profit taking following the recent sustained rally caused yields to close 3-4 bps higher.STORIES> MTS 3Q19 IFRS preview> Inflation in Belarus stays at 5.3% y-o-y in October

12/11/2019 39 EN

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.

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RU0007775219 Moscow Exchange MICEX-RTS Russia

Mobile TeleSystems PJSC Sponsored ADR

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US6074091090 Frankfurt Stock Exchange Russia

Provider

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.

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Analysts

Alexey Bulgakov

Alisa Zakirova

Anastasia Khakhaeva

Anton Stroutchenevski

Artem Vinogradov

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies

EQS Group AG

EQS-News: Mobile TeleSystems PJSC: MTS Announces Q1 2022 Results

EquityStory.RS, LLC-News: Mobile TeleSystems PJSC / Key word(s): Quarter Results Mobile TeleSystems PJSC: MTS Announces Q1 2022 Results (news with additional features)18.05.2022 / 16:00 MSK The issuer is solely responsible for the content of this announcement. MTS Announces Q1 2022 Results Q1 2022 Consolidated Group Revenue increased 8.5% year-over-year to RUB 134.4 bn. Q1 2022 Group Adjusted OIBDA increased 2.0% year-over-year to RUB 56.5 bn. Q1 2022 Group Net Profit amounted to RUB 3.9 bn. MOSCOW, May 18, 2022 — Mobile TeleSystems Public Joint Stock Company (“MTS” or “the ...

May 18, 2022 May 18, 2022 1 EN

Wood and Company

The Rear-View Mirror – EME markets: MSCI EM Europe Index loses half its value in March

EME Equity Market – March 2022 Market performance – regional benchmarks mostly in the black, despite the MSCI EM Europe Index losing half of its value. Following its decline in February, the MSCI EM Europe Index lost in March as well, declining by 49.5% in EUR terms and 50.1% in USD terms. Russia’s MOEX Index added 13.2% in EUR terms and 9.4% RUB terms (we note that Russian companies’ GDRs are still suspended for trading). The Turkish ISE30 Index added 8.2% in EUR terms and 13.3% in local currency, while the Polish WIG20 Index gained 7.7% in EUR terms and 6.7% in terms of the local PLN. The PX...

April 4, 2022 April 4, 2022 1 EN

Wood and Company

WOOD Daily: OTP HB; MTSS RX; RTKM RX; VKCO LI; AST PW; CDR PW; 4IG HB; EEG1T ET; GPW PW; Postcards from our Romania Investor Day – EL RO; FP RO; SNN RO; TRP RO

HEADLINES: • OTP Bank: 4Q21 results largely in line, but near-term outlook very uncertain due to geopolitics • Mobile TeleSystems: 4Q21 results review - OIBDA up 6% yoy, in line with the consensus • Rostelecom: 4Q21 results review - OIBDA up 10% yoy, in line with the consensus • VK: 4Q21 results broadly in line with guidance • Astarta Holding: current operations • CD Projekt: suspension of sales in Russia and Belarus NEGATIVE • 4iG: finalises agreement with Rheinmetall on purchase of 25.12% stake in 4iG NEUTRAL • Ekspress Grupp: enters contract to sell Express Post POSITIVE • Warsaw Stock...

March 4, 2022 March 4, 2022 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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Debt Markets Today - November 12, 2019

EQS-News: Mobile TeleSystems PJSC: MTS Announces Q1 2022 Results

The Rear-View Mirror – EME markets: MSCI EM Europe Index loses half its value in March

WOOD Daily: OTP HB; MTSS RX; RTKM RX; VKCO LI; AST PW; CDR PW; 4IG HB; EEG1T ET; GPW PW; Postcards from our Romania Investor Day – EL RO; FP RO; SNN RO; TRP RO

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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