Report
Alexey Kirichok ...
  • Andrey Kuznetsov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Irina Lapshina
  • Research Team
  • Vladimir Lezhnev

CIS Market Daily - 9 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПАДЕНИЕ ГЛОБАЛЬНЫХ РЫНКОВ ВОЗОБНОВИЛОСЬ И УСИЛИЛОСЬ; АУТСАЙДЕРАМИ ОСТАЮТСЯ ВЫСОКОТЕХНОЛОГИЧНЫЕ КОМПАНИИИндекс РТС упал на 2,4%, глобальный индекс MSCI ACWI - на 2,0% на фоне возобновившегося вчера снижения котировок на мировых площадках. Самые большие потери понесли высокотехнологичные и нефтедобывающие компании. Сегодня ожидаются данные по ВВП России. Участники рынка, вероятно, продолжат следить за развитием событий на международной арене.
НОВОСТИ> Банк "ФК Открытие" выставил на продажу весь свой пакет акций Polymetal> Стойленский ГОК, принадлежащий НЛМК, приостановил работу из-за аварии> РусГидро запустила Совгаванскую ТЭЦ> Энел Россия сообщила, что фонд Macquarie вышел из капитала компании
Underlyings
Enel Russia

PJSC Enel Russia is a wholesale generation company in Russia. Co.'s main areas of operation are production of power and heat, supply (sale) of power and heat, receipt (purchase) of power and heat from the wholesale power (capacity) market. Co. is active in four production branches around Russia: in the Ural region - Reftinskaya GRES, Sredneuralskaya GRES, in the northern Caucasus - Nevinnomysskaya GRES, and in Central Russia - Konakovskaya GRES. Co.'s aggregate installed capacity is 9,677 MW for power and 2,382 GCal/h for heat. Co. provides power and heat to both industrial enterprises and household consumers via local power distribution networks.

Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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.

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

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

Fedor Kornachev

Ilyas Yerzhanov

Irina Lapshina

Research Team

Vladimir Lezhnev

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