Sberbank - MTS (MBT) ... CIS Market Daily - 12 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018

Report

Sberbank

Alex Fak ...

Alexander Kudrin
Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Maria Sukhanova
Rodion Lomivorotov
Sergei Konygin

CIS Market Daily - 12 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018

12/04/2018 15 RU

Underlyings

MTS

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MTS

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NOVATEK JSC

Novatek is an independent gas producer and natural gas producer in Russia. Co. is engaged in the exploration, production, and processing of natural gas and liquid hydrocarbons. Co.'s upstream activities are concentrated in the Yamal-Nenets region, which is a natural gas producing area and accounts for a significant part of Russia's natural gas production. Co.'s three core fields are located in the regions of Yurkharovskoye, East Tarkosalinskoye and Khancheyskoye. Co. maintains natural gas reserves of approximately 1,144 bcm. Co.'s total net proved reserves totals around 8,088 million barrels of oil equivalent (boe).

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RU000A0DKVS5 Moscow Exchange MICEX-RTS Russia

NOVATEK JSC Sponsored GDR RegS

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US6698881090 London 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

Alex Fak

Alexander Kudrin

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 22.04.2022

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Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 13.04.2022

 AT: Flughafen Wien - March traffic statistics show sequential improvements (positive)  AT: S IMMO - Acquisition of 41.5 k sqm Business Park in Bucharest (neutral)  HU: Magyar Telekom - AGM approves HUF 15 bn dividend (neutral)  PL: Bank Millennium - Q1 22 pre-earnings call (neutral)  PL: Bank Pekao - Q1 22 pre-earnings call (neutral)  PL: LPP - Higher inventories maintained allowing for 4 months of sales (neutral)  PL: mBank - Informing about Q1 level of FX mortgage related risk provisions (neutral)  RU: Novatek - Q1 22 preliminary results did not reveal a material decline in product...

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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...

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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)

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Russian Banks - What We Know at This Stage

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Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
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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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CIS Market Daily - 12 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018

Raiffeisen Research Institutional Equity Daily 22.04.2022

Raiffeisen Research Institutional Equity Daily 13.04.2022

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

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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CIS Market Daily - 12 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018