Report
Andrew Keeley ...
  • Andrey Gromadin
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 17 февраля 2022

КОММЕНТАРИЙ И ПРОГНОЗ - СИТУАЦИЯ ВОКРУГ УКРАИНЫ ВНОВЬ ВЫЗЫВАЕТ ОБЕСПОКОЕННОСТЬ ИЗ-ЗА ОБОСТРЕНИЯ СИТУАЦИИ В ДОНБАССЕ И ОБВИНЕНИЙ СШАВчера индекс РТС вырос на 1,8% до 1 525 пунктов, но сегодня утром вновь теряет более 3%. Сообщения о нарушении режима прекращения огня на востоке Украины, заявления США об усилении российского военного присутствия на границе с Украиной и в целом негативный глобальный фон оказывают сейчас давление на рынок. Сегодня в центре внимания - вчерашнее изменение состава индекса MSCI Russia 10-40, несколько корпоративных событий, саммиты ЕС и НАТО, а также запланированные выступления российских политиков.
НОВОСТИ> Недельная инфляция в РФ замедлилась до 0,1%> Нефтяные котировки колеблются из-за Ирана и Украины> НОВАТЭК представил сильные финансовые результаты за 4К21 благодаря рекордным ценам на газ> Тинькофф Банк выходит на рынок с предложением цифровой ипотеки
Underlyings
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).

NOVATEK JSC Sponsored GDR RegS

TCS Group Holding Plc Sponsored GDR Class A RegS

TCS Group Holding is a retail banking services group based in the Russian Federation. Co. is principally engaged in providing retail banking services in the Russian Federation through its subsidiaries, primarily Tinkoff Credit Systems. Co., through this subsidiary, fully licensed by the Central Bank of Russia and a member of the Deposit Insurance System, specializes in credit cards. Co. provides online retail financial services through a branchless operating platform. Co. also offers remote access to its financial products and services through its online banking as well as through mobile banking and high-volume call centers.

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 Gromadin

Anton Chernyshev

Anton Stroutchenevski

Artem Vinogradov

Arthur Cherkesov

Cole Akeson

Konstantin Samarin

Research Team

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