Sberbank - Polyus (GDR) (PLZL) ... Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 6 Ð°Ð²Ð³ÑƒÑÑ‚Ð° 2018

Report

Sberbank

Alexey Bulgakov ...

Alisa Zakirova
Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Irina Lapshina
Rodion Lomivorotov
Sergei Konygin
Yuri Popov

06/08/2018 41 RU

Underlyings

Polyus (GDR)

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US73181M1172 London Stock Exchange Russia

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

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RU000A0JNAA8 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

Alexey Bulgakov

Alisa Zakirova

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Irina Lapshina

Rodion Lomivorotov

Sergei Konygin

Yuri Popov

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EME Equity Market – September 2022 Market performance – in a rough month for the markets, Turkey emerges as the top-performing region, once again. The MSCI EM Europe Index declined 8.3% mom in EUR terms and 10.7% mom in USD in September; while the ISE index outperformed all the other indices once again, but with a muted performance this time, adding just 1.0% mom in EUR terms and 0.1% in local currency terms. All the other indices recorded negative performances, with the Czech PX Index losing 4.6% mom and 4.3% mom in EUR and CZK terms, respectively; the ASE declining 7.4% mom; and the rest fin...

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The Rear-View Mirror – EME markets: markets mostly up in July, amid a rebound

EME Equity Market – July 2022 Market performance – markets mostly up during the month, but Russia’s MOEX down 9.4% in EUR terms. The MSCI EM Europe Index added 2.3% mom in EUR, but lost 0.5% mom in USD in July. The Greek ASE Index was the best performing benchmark, advancing 5.0% mom in EUR. Hungary’s benchmark, the BUX Index, added 4.4% mom and 6.5% mom in EUR and HUF terms, respectively. Romania’s BET Index gained 1.7% mom in EUR terms and 1.3% mom in local currency, while Turkey’s ISE20 added 1.3% mom in EUR and as much as 5.8% mom in TRY. In Poland, the WIG20 Index remained more or less fl...

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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...

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Andrew Keeley ... (+3)

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Anton Stroutchenevski ... (+6)

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March 24, 2022 March 24, 2022 1 EN

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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 6 Ð°Ð²Ð³ÑƒÑÑ‚Ð° 2018

The Rear-View Mirror – EME markets: Turkey on top again, but muted this time around

WOOD Daily: EME Macro/Strategy – US Macro; SHO PW; SPL PW; PEO PW; PKO PW; PLZL LI

The Rear-View Mirror – EME markets: markets mostly up in July, amid a rebound

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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Ð”Ð¾Ð»Ð³Ð¾Ð²Ñ‹Ðµ Ñ€Ñ‹Ð½ÐºÐ¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ - 6 Ð°Ð²Ð³ÑƒÑÑ‚Ð° 2018