Sberbank - Polymetal International Plc (POLY) CIS Market Daily - 18 сентября 2020

Report

Sberbank

Alexey Kirichok ...

Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Irina Lapshina
Research Team
Rodion Lomivorotov
Vladimir Lezhnev

CIS Market Daily - 18 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПРИЗНАКИ ВОССТАНОВЛЕНИЯ НАБЛЮДАЮТСЯ НА РЫНКАХ АТР, НО ЯВНЫХ КАТАЛИЗАТОРОВ НЕТГлобальный индекс MSCI ACWI вчера отступил на 0,8% на фоне общего снижения спроса на риск. При этом цены на нефть подросли на 2-3% под влиянием факторов, актуальных именно для нефтяного рынка. Индекс РТС снизился на 0,7% до отметки 1 243 пункта. Ситуация на рынках АТР предполагает, что инвесторы сегодня активно покупали подешевевшие акции, хотя очевидных поводов для этого не наблюдается. Для российского рынка ключевым событием будет заседание совета директоров ЦБ.
НОВОСТИ> Ключевой стратегический инвестор продает 4% акций Polymetal> Polymetal опубликовал предварительную оценку запасов и предварительное ТЭО месторождения Прогноз> Динамика экономического индикатора Казахстана в августе улучшилась

18/09/2020 15 RU

Underlying

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

See profile

JE00B6T5S470 London Stock Exchange Jersey

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.

See profile

Analysts

Alexey Kirichok

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Irina Lapshina

Research Team

Rodion Lomivorotov

Vladimir Lezhnev

Other Reports on these Companies

EQS Group AG

Polymetal: Q3 2023 production results

Polymetal International plc (POLY) Polymetal: Q3 2023 production results 31-Oct-2023 / 07:31 MSK The issuer is solely responsible for the content of this announcement. Release time IMMEDIATE AIX, MOEX: POLY Date 31 October 2023 Polymetal International plc Q3 2023 production results Polymetal International plc reports production results for the third quarter ended September 30, 2023. “In Q3, we returned to positive cash flow generation after seasonal working ...

October 31, 2023 October 31, 2023 1 EN

EQS Group AG

Polymetal: Half-year report for the six month ended 30 June 2023

Polymetal International plc (POLY) Polymetal: Half-year report for the six month ended 30 June 2023 25-Sep-2023 / 07:55 MSK Release time IMMEDIATE AIX, MOEX: POLY Date 25 September 2023 Polymetal International plc Half-year report for the six month ended 30 June 2023 “Despite external pressures, we made good progress in the first half of the year while adapting to the logistics constraints. High commodity prices against a weakening Rouble, combined with stead...

September 25, 2023 September 25, 2023 1 EN

EQS Group AG

Polymetal: London De-listing

Polymetal International plc (POLY) Polymetal: London De-listing 29-Aug-2023 / 11:00 MSK Release time IMMEDIATE LSE, MOEX, AIX: POLY ADR: AUCOY Date 29 August 2023 Polymetal International plc London De-listing Polymetal announces that the London De-listing has completed. Further to the announcement made by the Company on 28 July 2023, the Company can confirm that it has cancelled its admission of the Company's Ordinary Shares from the Premium Equity Commercial Co...

August 29, 2023 August 29, 2023 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

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

CIS Market Daily - 18 сентября 2020

Polymetal: Q3 2023 production results

Polymetal: Half-year report for the six month ended 30 June 2023

Polymetal: London De-listing

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe