Sberbank - Polyus (GDR) (PLZL) ... Долговые рынки сегодня - 21 декабря 2020

Report

Sberbank

Alexander Golinsky ...

Alisa Zakirova
Anton Stroutchenevski
Artem Vinogradov
Ekaterina Sidorova
Nikolay Minko
Olga Sterina
Research Team
Rodion Lomivorotov

Долговые рынки сегодня - 21 декабря 2020

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГРоссийские суверенные еврооблигации в пятницу продолжали торговаться в боковом тренде, значительных изменений котировок не было.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИДо заседания ЦБ по монетарной политике актив-ность на рынке ОФЗ была крайне низкой, однако после пресс-конференции главы ЦБ РФ Эльвиры Набиуллиной, где она сообщила, что вероятность дополнительного снижения ключевой ставки в дальнейшем остается, но стала меньше, чем оценивалось ранее (подробнее см. смотри отдельную статью ниже), доходности в краткосрочном сегменте начали расти и по итогам дня поднялись на 2-3 б. п. вдоль кривой. Тем не менее активность оставалась невысокой, сохранялись покупки со стороны нерезидентов, обороты составили всего 10 млрд руб.НОВОСТИ> Экономика России. В ноябре появились признаки улучшения ситуации> Итоги заседания ЦБ РФ. Ключевая ставка осталась без изменений на фоне ускорения инфляции> Агентство S&P повысило рейтинг Полюса с "ВВ" до "ВВ+", прогноз- "стабильный"> Время фиксировать прибыль по рекомендации покупать Узбекистан-30

21/12/2020 17 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

Alexander Golinsky

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Ekaterina Sidorova

Nikolay Minko

Olga Sterina

Research Team

Rodion Lomivorotov

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Долговые рынки сегодня - 21 декабря 2020

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

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

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