Sberbank - NOVATEK JSC Sponsored GDR RegS (NVTK) ÐÐžÐ’ÐÐ¢ÐÐš - ÐšÐ¾Ð¼Ð¿Ð°Ð½Ð¸Ñ Ð²ÐºÐ»ÑŽÑ‡Ð¸Ð»Ð° Ð´Ð°Ð»ÑŒÐ½Ð¸Ð¹ ÑÐ²ÐµÑ‚

Report

Sberbank

Alex Fak

13/12/2017 4 RU

Underlying

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

Other Reports on these Companies

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...

April 4, 2022 April 4, 2022 1 EN

Wood and Company

WOOD Daily: DOM PW; 11B PW; KTY PW; ACP PW; CPS PW; PKO PW; ALR PW; TEL RO; TRP RO; ONE RO; NVTK LI

HEADLINES: • Dom Development: homebuilders critical to alleviating shortage (stays BUY) • 11 bit studios: solid 4Q21 results, with good quality beat vs. both our and market's expectations POSITIVE • Kety: final 4Q21 EBITDA 7% above preliminary forecast POSITIVE • Asseco Poland: key takeaways from the 4Q21 earnings call NEUTRAL • Cyfrowy Polsat: key takeaways from the 4Q21 earnings call NEUTRAL • PKO BP/Alior Bank: another switch in the management board NEGATIVE • Transelectrica: proposes to distribute RON 0.4m in dividends (0% dividend yield) • TeraPlast: proposes DPS of RON 0.015, 1.7% divi...

March 25, 2022 March 25, 2022 1 EN

Sberbank

CIS Market Daily - March 21, 2022

MARKET COMMENT - EQUITIES FROZEN, CAPITAL CONTROLS REMAIN AMID FALLOUT OF "SPECIAL MILITARY OPERATION"EPAM Systems surged 8% and VEON 22%, while Polymetal fell 14% on Friday. The ruble fell 1.6-1.7% both in Moscow and offshore to trade around USD/RUB 104-105. While equities remain frozen, trading of ruble-denominated OFZ sovereign debt will resume today. STORIES> How the balance of payments is likely to evolve amid the crisis> Monetary policy set to be stimulatory for a couple of years> CBR Review: Rates left unchanged> Novatek plans to pay 2H21 DPS in line with the dividend policy

March 21, 2022 March 21, 2022 1 EN

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)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
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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ÐÐžÐ’ÐÐ¢Ð­Ðš - ÐšÐ¾Ð¼Ð¿Ð°Ð½Ð¸Ñ Ð²ÐºÐ»ÑŽÑ‡Ð¸Ð»Ð° Ð´Ð°Ð»ÑŒÐ½Ð¸Ð¹ ÑÐ²ÐµÑ‚

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

WOOD Daily: DOM PW; 11B PW; KTY PW; ACP PW; CPS PW; PKO PW; ALR PW; TEL RO; TRP RO; ONE RO; NVTK LI

CIS Market Daily - March 21, 2022

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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