Report
Alexander Golinsky ...
  • Alexey Kirichok
  • Alisa Zakirova
  • Andrew Keeley
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Ekaterina Sidorova
  • Irina Lapshina
  • Nikolay Minko
  • Research Team
  • Rodion Lomivorotov
  • Vladimir Lezhnev

Долговые рынки сегодня - 21 октября 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГРост доходности государственных облигаций США оказал давление на длинный участок российской суверенной кривой. По итогам дня худший результат показали Россия-43 и -47: их цены просели на 0,5 п. п. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа рынке ОФЗ активность оставалась невысокой. Вчера в первой половине дня доходность выросла на 2-3 б. п. вслед за доходностью прочих локальных гособлигаций развивающихся рынков. Однако вечером в связи с укреплением рубля инвесторы перешли к покупкам, и доходности вернулись на уровни предыдущего закрытия. Обороты составили 20 млрд руб.НОВОСТИ> В сентябре восстановление экономики РФ замедлилось> Прогноз итогов заседания ЦБ РФ. Регулятор снова не будет менять ставку> Минфин может разместить ОФЗ на 320-360 млрд руб.> ФосАгро: операционные показатели за 3К20 и прогноз финансовых результатов> ВТБ обсуждает с Минфином сокращение доли "префов" в своем капитале
Underlyings
PhosAgro PJSC

PhosAgro is a producer of phosphate-based fertilizers. As of Dec 31 2014, Co. had two segments: Phosphate-based products, which includes mainly production and distribution of ammophos, diammoniumphosphate, sodium tripoly phosphate and other phosphate based and complex (NPK) fertilisers on the factories located in Cherepovets, Balakovo and Volkhov, and production and distribution of apatite concentrate extracted from the apatite-nepheline ore, which is mined and processed in Kirovsk; and Nitrogen-based products,which includes mainly production and distribution of ammonia, ammonium nitrate and urea on the factory located in Cherepovets.

PhosAgro PJSC Sponsored GDR RegS

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Alexander Golinsky

Alexey Kirichok

Alisa Zakirova

Andrew Keeley

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Irina Lapshina

Nikolay Minko

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

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