Sberbank - NOVATEK JSC Sponsored GDR RegS (NVTK) CIS Market Daily - 27 Ð¸ÑŽÐ»Ñ 2017

Report

Sberbank

Alexander Kudrin

CIS Market Daily - 27 Ð¸ÑŽÐ»Ñ 2017

27/07/2017 16 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

Alexander Kudrin

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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

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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...

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CIS Market Daily - 27 Ð¸ÑŽÐ»Ñ 2017

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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CIS Market Daily - 27 Ð¸ÑŽÐ»Ñ 2017