Sberbank - NOVATEK JSC (NVTK) ... CIS Market Daily - 22 ноября 2021

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Sberbank

Andrew Keeley ...

Andrey Gromadin
Anton Chernyshev
Arthur Cherkesov
Cole Akeson
Research Team

CIS Market Daily - 22 ноября 2021

КОММЕНТАРИЙ И ПРОГНОЗ - РЫНОК НЕ СУМЕЛ ВОССТАНОВИТЬСЯ ИЗ-ЗА СНИЖЕНИЯ ИНТЕРЕСА К ЦИКЛИЧЕСКИМ СЕКТОРАМ И ПОЛИТИЧЕСКОЙ НАПРЯЖЕННОСТИЖесткие комментарии представителей ФРС, снижение интереса к циклическим секторам и политическая напряженность помешали российскому рынку восстановиться. Индекс РТС в пятницу снизился на 2,2% до 1 724 пунктов, а сегодня утром фьючерсы на него дешевеют из-за неоднозначного внешнего фона. На этой неделе ожидается публикация финансовой отчетности компаний, комментарии представителей центробанков, а также ряд политических событий.
НОВОСТИ> Цены на нефть резко снизились на фоне новых ограничений в Европе из-за коронавируса; в центре внимания - использование стратегических запасов> Ямал СПГ выплатит первые дивиденды> Прогноз результатов TCS Group за 3К21 по МСФО: удачный квартал, но инвесторов, вероятно, будет интересовать другое

22/11/2021 14 RU

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).

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RU000A0DKVS5 Moscow Exchange MICEX-RTS Russia

NOVATEK JSC Sponsored GDR RegS

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US6698881090 London Stock Exchange Russia

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.

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US87238U2033 London Stock Exchange Cyprus

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

Andrew Keeley

Andrey Gromadin

Anton Chernyshev

Arthur Cherkesov

Cole Akeson

Research Team

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CIS Market Daily - 22 ноября 2021

TCS Group Holding PLC reports IFRS results for 4Q and FY 2022

TCS Group Holding PLC: notification of Board changes under LR9.6

Correction: TCS Group Holding PLC: Headhunter Group plc Appoints Mr Sergey Arsenyev as Non-Executive Director

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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