Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Cole Akeson
  • Irina Lapshina
  • Nikolay Minko
  • Svetlana Sukhanova

CIS Market Daily - 29 июля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - С ПЯТНИЦЫ В ЦЕНТРЕ ВНИМАНИЯ СЕНАТ США, BREXIT, ЯНДЕКС, ПРОТЕСТЫ В МОСКВЕ И ГОНКОНГЕ И ТОРГОВЫЕ ПЕРЕГОВОРЫ США И КИТАЯИндекс MSCI EM в пятницу просел на 0,5%, а индекс РТС вырос на 0,1% до 1 348 пунктов. В пятницу и на выходных произошло много событий, заслуживающих внимания: ЦБ РФ понизил ставку, Сенат США представил еще один отчет, где упоминается Россия, угроза выхода Великобритании из ЕС без договоренностей возросла, США и Китай приготовились возобновить переговоры в очном формате, в Гонконге и в Москве произошли протестные выступления. Событием недели будет заседание руководства ФРС США, итоги которого станут известны в среду.НОВОСТИ> ЦБ РФ понизил ставку еще на 25 б. п., в сентябре возможно третье снижение> Операционные результаты РУСАЛа за 2К19: рост объемов, улучшение ассортимента> Результаты НЛМК за 2К19 по МСФО на уровне прогнозов; прогноз капвложений немного понижен> Отчетность Яндекса за 2К19: показатели превзошли ожидания, сегмент такси стал прибыльным
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.

United Company RUSAL international PJSC

United Company Rusal is a producer of aluminium and alloys. Co.'s production chain include bauxite and nepheline ore mines, alumina refineries, aluminium smelters and casting houses, foil mills and packaging production centres. Co. operates in four reportable segments: Aluminium, which is involved in the production and sale of primary aluminium; Alumina, which involved in the mining and refining of bauxite into alumina and the sale of alumina; Energy, which include the mining and sale of coal and the generation and transmission of electricity; Mining and Metals, which includes the equity investment in Co.'s joint venture, PJSC MMC Norilsk Nickel.

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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 Kirichok

Andrey Kuznetsov

Cole Akeson

Irina Lapshina

Nikolay Minko

Svetlana Sukhanova

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch