Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrew Keeley
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Kirill Rogachev
  • Rodion Lomivorotov

CIS Market Daily - 10 июля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ ГЛОБАЛЬНЫХ ИНВЕСТОРОВ - ДЖЕРОМ ПАУЭЛЛ И ПРОТОКОЛ ЗАСЕДАНИЯ ФРС, РОССИЙСКИХ - ПОЛИТИЧЕСКИЕ СОБЫТИЯБольшинство рынков вчера снижалось, за исключением американских, которые показали незначительный рост. Россия выглядела чуть лучше аналогов: индекс РТС просел на 0,3% до 1 395 пунктов. Фьючерсы подешевели, рынки АТР и нефть растут. Глобальные инвесторы ждут выступления председателя ФРС Джерома Пауэлла и публикацию Комитета по операциям на открытом рынке. Для России особое значение будет иметь ряд политических событий НОВОСТИ> Положительное сальдо СТО России в 1П19 составило $45,8 млрд> В июне ИПЦ Украины снизился на 0,5%> Роснефть: Юганскнефтегаз сократил добычу в начале июля> PPF Group продала 4,5% акций Polymetal> ЦБ предлагает снизить коэффициенты кредитного риска для корпоративных заемщиков> ОГК-2 и Мосэнерго приобретут друг у друга казначейские акции
Underlyings
Mosenergo

Mosenergo is a regional energy company primarily involved in generation of heat and electric power and heat distribution services in the Moscow city and Moscow region. Co.'s portfolio includes 15 power plants with the electric installed capacity of 11.9 thousand MW and heat installed capacity of 40.5 thousand MW (34.9 thousand Gcal/hour). Co. produces 6% of the electricity generated in the Russian Federation (exclusive of nuclear power plants) and is a main supplier of electricity and heat for the Moscow region. Co. supplies 67% of the total electricity consumption of Moscow region.

OGK-2

OGK-2 JSC is primarily engaged in the generation and sale of electric and heat power. Co. consists of the following power stations (plants): Troitskaya GRES, Stavropolskaya GRES, Pskovskaya GRES, Serovskaya GRES, Surgutskaya GRES-1, Kirishkaya GRES, Ryazanskaya GRES, Novochercasskaya GRES, Krasnoyarskaya GRES-2, and Cherepovetskaya GRES.

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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
Aleksey Ryabushko

Alexey Kirichok

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Kirill Rogachev

Rodion Lomivorotov

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