Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 5 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - РОСТ ОПРЕДЕЛЕННОСТИ ВОКРУГ ВЫБОРОВ В США ОБЕСПЕЧИЛ ГЛОБАЛЬНОЕ РАЛЛИ, КОТОРОЕ ПОДДЕРЖАЛО РОССИЙСКИЙ РЫНОКИтоги выборов в США пока окончательно не подведены, однако картина постепенно проясняется, и уменьшение вероятности политического кризиса в стране в самое ближайшее время привело к масштабному ралли на глобальных рынках. Котировки российских акций, торгующихся за рубежом, также повысились, а значительное укрепление рубля и повышение цен на нефть позволяют рассчитывать на рост российского рынка сегодня утром. Сегодня инвесторы на глобальных рынках, включая российский, по-видимому, будут следить за новостями об итогах выборов в США, а также решениями ФРС и Банка Англии.
НОВОСТИ> Прогноз ноябрьского пересмотра индексов MSCI> Выборы в США: победа Джо Байдена более вероятна; последствия для рынков> Трубопровод в Курдистане обеспечил Роснефти значительные дивиденды> МосБиржа представила операционные результаты за 10М20> Годовая инфляция в Казахстане в октябре достигла 7,1%
Underlyings
Moscow Exchange MICEX-RTS PJSC

Moskovskaya Birzha MMVB-RTS PAO. Moskovskaya Birzha MMVB-RTS PAO (MMVB-RTS OAO) is a Russia-based integrated stock exchange that provides electronic trade organization, clearing and settlements on trades, depository and information services. The Company provides trading and settlement services in such segments of the financial market as foreign exchange (FX) market, federal bonds market, market of derivative financial instruments, cash equities market, corporate and regional fixed income market, commodities market, as well as market for state and municipal orders. The Company was established as a result of the merger between MMVB ZAO and RTS OAO. It operates through six branches and three representative offices. As of February 27, 2013, the Company's major shareholder was the Central bank of the Russian Federation with a stake of 22.47%. In January 24, 2014, the Company sold its whole stake in MMVB-IT ZAO.

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

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

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

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