Report
Alexander Golinsky ...
  • Alexander Sychev
  • Alexey Bulgakov
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrew Keeley
  • Andrey Gromadin
  • Anna Kotelnikova
  • Ekaterina Sidorova
  • Irina Lapshina
  • Kirill Rogachev
  • Nikolay Minko
  • Research Team
  • Vladimir Lezhnev

Долговые рынки сегодня - 24 апреля 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа фоне позитивной динамики, которая вчера преобладала на глобальных рынках большую часть дня, российские суверенные еврооблигации снова прибавили в цене. Лидерами по итогам торгов стали евробонды Россия-43, которые подорожали на 2,3 п. п. (до 129,8%).ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИС улучшением восприятия рисков на глобальных рынках цены ОФЗ продолжали расти. Доходности снизились на 8-9 б. п. В середине кривой преобладали покупатели-нерезиденты, а на длинном участке локальные инвесторы фиксировали прибыль перед сегодняшним заседании ЦБ РФ. Обороты составили26 млрд руб.НОВОСТИ> Банки готовятся к реструктуризации корпоративных кредитов; осенью возможно ухудшение качества активов> ЦБ объявил данные по банковскому сектору за март> РЖД обсуждает сценарии исполнения инвестпрограммы> Прогноз результатов НОВАТЭКа за 1К20> Производственные показатели Полюса за 1К20> ФосАгро: операционные показатели и прогноз финансовых результатов за 1К20> Агентство Fitch изменило прогноз по рейтингу Украины на "стабильный"
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

PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

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
Alexander Golinsky

Alexander Sychev

Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrew Keeley

Andrey Gromadin

Anna Kotelnikova

Ekaterina Sidorova

Irina Lapshina

Kirill Rogachev

Nikolay Minko

Research Team

Vladimir Lezhnev

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