Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Arthur Cherkesov
  • Cole Akeson
  • Research Team

CIS Market Daily - 28 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - КОРПОРАТИВНАЯ ОТЧЕТНОСТЬ, РЕШЕНИЕ ФРС США И КОММЕНТАРИИ ДЖО БАЙДЕНА О РОССИИ ПЕРЕД ПЕРЕГОВОРАМИБольшинство фондовых рынков вчера снизились, сильнее других упал рынок Китая (на 5,8%) из-за опасений, связанных с действиями китайского регулятора. Индекс РТС снизился на 0,5% до 1 595 пунктов. Президент США Джо Байден выступил с негативными комментариями в адрес России в преддверии запланированных на сегодня двусторонних переговоров о стратегической стабильности. Инвесторы ждут корпоративной отчетности, итогов заседания Федрезерва и других новостей.
НОВОСТИ> Прогноз показателей НОВАТЭКа за 2К21: ожидаем значительного восстановления свободного денежного потока> Прогноз показателей ВТБ за 2К21 по МСФО: ожидается доходность на капитал более 17% за 1П21, чистые кредиты вырастут на 5% с уровня 1К21
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

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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 Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Arthur Cherkesov

Cole Akeson

Research Team

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