Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Andrey Krylov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Mikhail Krasnoperov
  • Rodion Lomivorotov
  • Sergei Konygin

CIS Market Daily - 25 июля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - ХОРОШАЯ ДИНАМИКА ОСНОВНОЙ СЕССИИ И НЕГАТИВ ИЗ СШАВчера Россия и другие развивающиеся рынки были на подъеме; индекс MSCI EM прибавил 1,0%, MSCI Russia - 1,5%. После завершения торгов в Москве негативные заявления Дональда Трампа и американских сенаторов в адрес России вызвали падение рыночных индикаторов. Мы полагаем, что сегодня торги в России начнутся понижением, и ожидаем, что инвесторы будут внимательно следить за обсуждением тем, связанных с Россией, в ходе выступления госсекретаря США Майка Помпео в Сенате США.НОВОСТИ> НБУ не исключает дальнейшего повышения учетной ставки> Рост промышленного производства на Украине в июне замедлился до 2,2%> Полюс: хорошие операционные результаты за 2К18> Операционные показатели О'КЕЙ за 2К18: чистая выручка на 10,6% меньше, чем годом ранее> Юнипро представила результаты за 1П18 по РСБУ
Underlyings
O Key Group

O'key Group is a Russian retailer. Co.'s principal business activity is operation of retail chain in Russia under brand name O'KEY. Co. provides customers with fresh produce (fresh foods and delicatessen products) and non-food goods (cosmetics, clothing, shoes, household cleaning products, domestic appliances, toys, sports and fitness products, etc.). Co.'s stores follow two formats: hypermarkets and supermarkets. Co. manages approximately 71 stores (42 hypermarkets and 29 supermarkets) across North Western, Southern, Central, Urals and Siberian regions.

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

Unipro

E.ON Russia is engaged in the wholesale electricity market, it produces and sells electric and heat power. As of Dec. 31, 2012, the structure of Co. includes five heat power plants with the total installed capacity of 10,345 MW/2,125.9 Gcal/h: Surgutskaya GRES-2 (Khanty-Mansi Autonomous Area, Tyumen Region), Berezovskaya GRES (Krasnoyarsk Territory), Shaturskaya GRES (Moscow Region), Smolenskaya GRES (Smolensk Region) and Yaivinskaya GRES (Perm Territory).

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
Aleksey Ryabushko

Andrey Kuznetsov

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Mikhail Krasnoperov

Rodion Lomivorotov

Sergei Konygin

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