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

CIS Market Daily - 5 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК СЕГОДНЯ МОЖЕТ ВЫДЕРЖАТЬ САНКЦИОННЫЙ НЕГАТИВ, ОДНАКО ГЛОБАЛЬНЫЙ ФОН БУДЕТ НЕБЛАГОПРИЯТНЫМРоссийский рынок в пятницу сильно отстал от аналогов. Индекс РТС отступил на 4,0% до 1 293 пунктов. Главным негативным фактором стали санкционные опасения, а на глобальные рынки также оказали давление падение цен на нефть и внезапное усиление торговой напряженности между США и Китаем. Индекс MSCI EM опустился на 2,0%. Ключевые индексы АТР сегодня утром снижаются на 1,4-3,5%. Тем не менее российский рынок может показать опережающий результат, т. к. объявленные в пятницу санкции имеют более ограниченный характер, чем предполагает указ, о котором стало известно в четверг.НОВОСТИ> США объявили о новых санкциях за применение химоружия; эффект представляется незначительным> Экономика России. Бюджет простимулирует рост экономики в 2П19> Московская биржа опубликовала операционные результаты за 7М19> Сильные результаты Ростелекома за 2К19 превзошли ожидания
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.

Rostelecom (PREF A)

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies
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