Sberbank - PAO TMK (N9E1) ... Ð¢ÐœÐš - ÐžÑÐ²ÐµÑ‰ÐµÐ½Ð¸Ðµ ÐºÐ¾Ð¼Ð¿Ð°Ð½Ð¸Ð¸ Ð¿Ñ€ÐµÐºÑ€Ð°Ñ‰ÐµÐ½Ð¾

Report

Sberbank

Irina Lapshina

28/04/2018 2 RU

Underlyings

PAO TMK

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US87260R2013 Russia

TMK PAO

PAO TMK is a manufacturer and exporter of steel pipe products in Russia. Co. has production plants in Russia, the United States, Romania and Kazakhstan. Co.'s plants produce a range of existing pipes used in the oil-and-gas sector, the chemical and petrochemical industries, energy and machine-building, construction and municipal housing, shipbuilding, aviation and aerospace, and agriculture. The research centers established in Russia and U.S. are involved in new products design and development, experimental and validation testing and advanced metallurgical research.

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RU000A0B6NK6 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

Irina Lapshina

Other Reports on these Companies

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

ING Financial Markets

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In a week packed with central bank meetings, sentiment has held up well into today's FOMC meeting and press conference. All in all, the JPM EMBIG Diversified spread has come down back to 351bp (from the wides of 371bp on 9 March). This has helped total returns, albeit they remain modestly negative in March (-0.3% MtD as of yesterday). On an individual level, performance has been relatively uniform for EM sovereigns, with the majority tightening in the 12-25bp range.

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March 17, 2021 March 17, 2021 7 EN

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• TMK purchases 86.54% shares of ChelPipe • Puma Energy announced rights issue worth in total up to US$1.1bn • Global Ports Investments: FY20 financial results brief review

EUR 85.31

March 10, 2021 March 10, 2021 5 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
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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 Chernyshev ... (+7)

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Research Team

CIS Market Daily - 24 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - В ПРЕДДВЕРИИ САММИТА НАТО, "БОЛЬШОЙ СЕМЕРКИ" И ИХ СОЮЗНИКОВ РОССИЙСКИЙ РЫНОК АКЦИЙ ВНОВЬ ОТКРЫВАЕТСЯ ДЛЯ ЛОКАЛЬНЫХ ИНВЕСТОРОВСегодня, после четырехнедельного перерыва, на Московской бирже возобновляются торги акциями, однако нерезиденты к торгам допущены не будут и короткие позиции не разрешены. В центре внимания сегодня саммит НАТО, "большой семерки" и их союзников, на котором будут обсуждаться меры в ответ на действия России на Украине. НОВОСТИ> "Недружественные" страны будут платить за российский газ в рублях> Недельная инфляция в РФ составила 1,9%; инфляционные ожид...

March 24, 2022 March 24, 2022 1 RU

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Ð¢ÐœÐš - ÐžÑÐ²ÐµÑ‰ÐµÐ½Ð¸Ðµ ÐºÐ¾Ð¼Ð¿Ð°Ð½Ð¸Ð¸ Ð¿Ñ€ÐµÐºÑ€Ð°Ñ‰ÐµÐ½Ð¾

Monthly LMI Update Independent Investment Research

EM Credit Spark/Trade ideas update

EM Credit Spark/TMK, ChelPipe; Puma Energy, Global Ports

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - 24 марта 2022

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