Sberbank - PIK Group (PIKK) ... Ð“Ðš ÐŸÐ˜Ðš - ÐžÑÐ²ÐµÑ‰ÐµÐ½Ð¸Ðµ Ð¿Ñ€ÐµÐºÑ€Ð°Ñ‰ÐµÐ½Ð¾

Report

Sberbank

Andrew Keeley ...

Kirill Rogachev

03/04/2019 2 RU

Underlyings

PIK Group

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RU000A0JP7J7 Moscow Exchange MICEX-RTS Russia

PIK Group GDR

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US69338N2062 Germany

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

Andrew Keeley

Kirill Rogachev

Other Reports on these Companies

Sberbank

CIS Market Daily - March 14, 2022

MARKET COMMENT - MOSCOW EQUITIES TO BE CLOSED ANOTHER WEEK WHILE VALUE STOCKS OUTPERFORMThe CBR has announced that equity trading will be closed another week. Possible negotiations between Russia and Ukraine are the focal point for Russia investors this week, while main themes elsewhere include resumed rotation to value stocks and above $100/bbl oil prices, all of which would be benefiting Russia in a normal market environment, but not this one.STORIES> Government allocates R1 trln to support the economy> TGK-1 reports 14% y-o-y drop in IFRS net income in 2021> Etalon Group warns of difficulti...

March 14, 2022 March 14, 2022 1 EN

Sberbank

CIS Market Daily - 14 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ТОРГИ В МОСКВЕ НЕ БУДУТ ПРОВОДИТЬСЯ ЕЩЕ НЕДЕЛЮ; НА ГЛОБАЛЬНОМ РЫНКЕ ОПЕРЕЖАЮЩУЮ ДИНАМИКУ ПОКАЗЫВАЮТ АКЦИИ СТОИМОСТИЦБ РФ принял решение еще неделю не возобновлять торги на МосБирже в секции фондового рынка. На текущей неделе в центре внимания будут возможные переговоры между Россией и Украиной. НОВОСТИ> Правительство выделило 1 трлн руб. на поддержку экономики> Нефтяные котировки консолидировались около минимумов прошлой недели в преддверии многочисленных событий на этой неделе> Чистая прибыль ТГК-1 по МСФО за 2021 год оказалась на 16% ниже прогнозов> Правительство план...

March 14, 2022 March 14, 2022 1 RU

Sberbank

Sber CIB Ivanov Consumer Confidence Tracker. January 2022 - E-Commerce Gains Momentum

We continue to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an idea of how entire sectors and individual companies are performing and might perform in the future. We also look at competition among the public retailers. The main conclusions from the most recent survey are as follows:> The fieldwork took place from November 22 to December 10, when the number of new Covid-19 cases in Russia was close to a historic high, inflation was on the rise, the ruble was weakening and no extra social payments were in sight. The headline index declined (for the first...

January 27, 2022 January 27, 2022 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

Anna Pilgunova ... (+3)

Anna Pilgunova
Anton Chernyshev
Mikhail Sheybe

Commodities Daily - March 24, 2022

> Oil continues to rise as CPC oil export terminal in Black Sea halts loadings and amid upbeat EIA report. In our view, Brent is likely to start stabilizing near $120/bbl today. Investors will be watching the EU-NATO summit in Brussels, where countries will discuss their ability to reduce their reliance on the Russian energy sector.> Gold advances as US Treasury yields slide. Gold rose from $1,920/oz to $1,945/oz yesterday, while the 10y US Treasury yield declined from 2.39% to 2.29%. Gold is trading near $1,940/oz as we write. Today, the market will be eyeing the preliminary March Markit PMIs...

March 24, 2022 March 24, 2022 1 EN

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Ð“Ðš ÐŸÐ˜Ðš - ÐžÑÐ²ÐµÑ‰ÐµÐ½Ð¸Ðµ Ð¿Ñ€ÐµÐºÑ€Ð°Ñ‰ÐµÐ½Ð¾

CIS Market Daily - March 14, 2022

CIS Market Daily - 14 марта 2022

Sber CIB Ivanov Consumer Confidence Tracker. January 2022 - E-Commerce Gains Momentum

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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Ð“Ðš ÐŸÐ˜Ðš - ÐžÑÐ²ÐµÑ‰ÐµÐ½Ð¸Ðµ Ð¿Ñ€ÐµÐºÑ€Ð°Ñ‰ÐµÐ½Ð¾