Sberbank - O Key Group (OKEY) ... CIS Market Daily - March 30, 2018

Report

Sberbank

Alex Fak ...

Alexander Kudrin
Alexander Golinsky
Andrey Kuznetsov
Cole Akeson
Maria Sukhanova
Mikhail Krasnoperov
Mikhail Sheybe
Nikolay Minko
Svetlana Sukhanova
Tom Levinson
Valery Nesterov
Yuri Popov

CIS Market Daily - March 30, 2018

MARKET COMMENT - ENDING 1Q18 IN "EGG-CELLENT" SHAPE
Risk assets were in favor late in the day yesterday, which helped the RTS gain 1.6% to reach 1,247 points. The MSCI EM rose 0.6%, as did the EM EMEA subclass. The Good Friday and Easter Monday holidays mean volumes will likely be light globally today.

STORIES
> Russia to reciprocally answer diplomat expulsions in Skripal aftermath
> Multi-Asset Sputnik: The perils of normalization
> Tatneft's 2017 cash flows may point to a windfall dividend
> Sistema 4Q17 IFRS preview: Focus on strategy post-settlement
> O'Key 2H17 results review: EBITDA margin down 20 bps y-o-y to 6.2%

30/03/2018 16 EN

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.

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US6708662019 London Stock Exchange Russia

Tatneft

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TATNEFT (PREF A)

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RU0006944147 Moscow Exchange MICEX-RTS Russia

Provider

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.

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Analysts

Alex Fak

Alexander Kudrin

Alexander Golinsky

Andrey Kuznetsov

Cole Akeson

Maria Sukhanova

Mikhail Krasnoperov

Mikhail Sheybe

Nikolay Minko

Svetlana Sukhanova

Tom Levinson

Valery Nesterov

Yuri Popov

Other Reports on these Companies

EQS Group AG

O`KEY GROUP REPORTS NET PROFIT OF RUB 2.0 BN AND 20.3% EBITDA GROWTH IN FY 2024

O'KEY Group S.A. O`KEY GROUP REPORTS NET PROFIT OF RUB 2.0 BN AND 20.3% EBITDA GROWTH IN FY 2024 01-Apr-2025 / 08:30 CET/CEST The issuer is solely responsible for the content of this announcement. Press release 1 April 2025 O`KEY GROUP REPORTS NET PROFIT OF RUB 2.0 BN AND 20.3% EBITDA GROWTH IN FY 2024 O`KEY Group S.A. (AIX, MOEX: OKEY, the “Group”), one of Russia’s leading food retailers, has announced its financial results for the full year of 2024 based on its audited consolidated financial statements. All materials published by the Group are available on its web...

April 1, 2025 April 1, 2025 1 EN

EQS Group AG

O’KEY GROUP SHAREHOLDERS APPROVE REDOMICILIATION TO RUSSIA

O'KEY Group S.A. O’KEY GROUP SHAREHOLDERS APPROVE REDOMICILIATION TO RUSSIA 25-March-2025 / 14:00 CET/CEST The issuer is solely responsible for the content of this announcement. Press release 25 March 2025 O’KEY GROUP SHAREHOLDERS APPROVE REDOMICILIATION TO RUSSIA O’KEY Group S.A. (AIX, MOEX: OKEY, the “Group” or the “Company”), one of Russia’s leading food retailers, announces that its shareholders decided at an extraordinary general meeting (EGM) on 25 March 2025 to change Company’s jurisdiction from the Grand Duchy of Luxembourg to the Russian Federation (“redomicilia...

March 25, 2025 March 25, 2025 1 EN

EQS Group AG

O’KEY GROUP BOARD OF DIRECTORS TO CONVENE GENERAL MEETING OF SHAREHOLDERS TO APPROVE REDOMICILIATION TO RUSSIA

O'KEY Group S.A. O’KEY GROUP BOARD OF DIRECTORS TO CONVENE GENERAL MEETING OF SHAREHOLDERS TO APPROVE REDOMICILIATION TO RUSSIA 04-March-2025 / 13:00 CET/CEST The issuer is solely responsible for the content of this announcement. Press release 4 March 2025 O’KEY GROUP BOARD OF DIRECTORS TO CONVENE GENERAL MEETING OF SHAREHOLDERS TO APPROVE REDOMICILIATION TO RUSSIA O'KEY Group S.A. (AIX, MOEX: OKEY, the “Group” or the “Company”), one of Russia’s leading food retailers, announces that its Board of Directors has decided to convene a General Meeting of Shareholders to add...

March 4, 2025 March 4, 2025 1 EN

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - March 30, 2018

O`KEY GROUP REPORTS NET PROFIT OF RUB 2.0 BN AND 20.3% EBITDA GROWTH IN FY 2024

O’KEY GROUP SHAREHOLDERS APPROVE REDOMICILIATION TO RUSSIA

O’KEY GROUP BOARD OF DIRECTORS TO CONVENE GENERAL MEETING OF SHAREHOLDERS TO APPROVE REDOMICILIATION TO RUSSIA

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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