Report
Alexey Bulgakov ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Irina Lapshina

Долговые рынки сегодня - 24 октября 2018

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВследствие ослабления интереса к риску на глобальных рынках российские суверенные выпуски во вторник демонстрировали снижение. Хуже рынка по итогам дня выглядели Россия-47, которые подешевели на 0,4 п. п. до 92,7% (5,8%, Z+254). Торговая активность остается крайне слабой. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ в первой половине дня продолжал преобладать позитивный тренд понедельника: доходность снизилась на 7-10 б. п. в среднем участке кривой, а в более длинных выпусках - на 1-2 б. п. Однако вечером вслед за валютным рынком произошел разворот и доходность начала расти, увеличившись в выпусках от четырех лет включительно на 2-4 б. п. относительно уровней закрытия понедельника. Обороты составили 23 млрд руб. НОВОСТИ> Прогноз показателей НЛМК за 3К18 по МСФО> Северсталь увеличит капвложения в 2019-2020 годах > НАК "Нафтогаз Украины" планирует возвращение на рынок еврооблигаций
Underlyings
NLMK (GDR)

Novolipetsk Steel

Novolipetsk Steel is a vertically integrated steel manufacturing and production group based in Russia. Co. specializes in the manufacturing of high-quality hot and cold rolled steel in a variety of grades and sizes. Co. is also engaged in production and sales of flat steel products including slabs, hot rolled and cold rolled sheet, electrical steel, galvanized steel, cold rolled sheet with polymeric coatings. In addition, Co.'s areas of manufacturing include sintering, coke production, blast furnace production, steel-making, hot and cold-rolled flat steel production, galvanized and prepainted steel production. Co. exports its products to 70 countries around the world.

Severstal (GDR)

Severstal PAO

PAO Severstal is an integrated Iron & Steel works company with a range of products: hot and cold rolled steel, roll-formed shapes and pipes, rolled sections, a large group of coke products and by-products. Co. also has various social responsibilities such as the operation and maintenance of sports complexes, holiday and recreational facilities and public housing. Co.'s operations are organized along three principal divisions: Severstal Russian Steel engaged in crude steel production; Severstal Resources engaged in the production of iron ore concentrate, pellets and coking coal; and Severstal International engaged in the production of high-quality flat-rolled products.

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
Alexey Bulgakov

Alexey Kirichok

Alisa Zakirova

Andrey Kuznetsov

Irina Lapshina

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch