Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Rodion Lomivorotov

CIS Market Daily - 14 августа 2019

КОММЕНТАРИЙ И ПРОГНОЗ - ОТСРОЧКА ВВЕДЕНИЯ ИМПОРТНЫХ ПОШЛИН В США ОБЕСПЕЧИЛА ГЛОБАЛЬНОЕ РАЛЛИИндекс MSCI ACWI вчера вырос на 0,6% благодаря тому, что США решили отложить до декабря введение новых пошлин против Китая, изначально запланированное на сентябрь. Рынки стран АТР вчера не успели отыграть эту новость, поэтому реагируют на нее сейчас. Котировки рискованных активов выросли вскоре после открытия торгов в США. Россия опередила 75% развивающихся рынков, индекс РТС вырос на 0,3% до 1 298. Утренний фон выглядит умеренно позитивным для рынков.НОВОСТИ> Итоги телефонной конференции Мосэнерго: выводы для ОГК-2> ФосАгро: совет директоров рассмотрит дивидендную политику на заседании 27 августа> Потребительские цены на Украине в июле снизились на 0,6% относительно июня
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.

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC 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

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Rodion Lomivorotov

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