Sberbank - Qiwi Plc Sponsored ADR Class B (QIWI) ... CIS Market Daily - 14 мая 2021

Report

Sberbank

Anastasia Khakhaeva ...

Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Research Team
Rodion Lomivorotov

CIS Market Daily - 14 мая 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ВОССТАНОВЛЕНИЕ РЫНКА В США УЛУЧШАЕТ ПЕРСПЕКТИВЫ НА СЕГОДНЯМировые фондовые рынки вчера двигались разнонаправленно: развивающиеся рынки АТР отступили на 2,0% из-за усиления глобальных инфляционных опасений. В то же время рынок США вырос (S&P 500 прибавил 1,7%), что формирует более позитивный фон сегодня утром. Индекс РТС снизился вчера на 0,1% до 1 547 пунктов. Сегодня утром большинство индикаторов позитивны, если не считать снижения цен на нефть Брент до $66,64/барр.
НОВОСТИ> Динамика фондов: продолжается приток в акции развивающихся рынков> Недельная инфляция в России замедлилась до 0,1%> Результаты Ростелекома за 1К21 по МСФО: хороший рост выручки, прогнозы подтверждены> Прогноз результатов QIWI за 1К21 по МСФО> Годовая инфляция на Украине в апреле замедлилась до 8,4%

14/05/2021 16 RU

Underlyings

Qiwi Plc Sponsored ADR Class B

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US74735M1080 NASDAQ Stock Market United States

Rostelecom (PREF A)

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RU0009046700 Moscow Exchange MICEX-RTS Russia

Rostelecom PJSC

Rostelecom PJSC provides communication services (including local, intra-zone, long-distance domestic and international fixed-line telephone services, mobile services), data transmission, Internet, Pay TV, VPN and data centers services, rent of communication channels and radio communication services in the territory of Russian Federation. Co. operates the main intercity network and the international telecommunications gateways of the Russian Federation, carrying voice and data traffic that originates in its own network and other national and international operators' networks to other national and international operators for termination.

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RU0008943394 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

Anastasia Khakhaeva

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

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В центре внимания сегодня будут саммиты ЕС и НАТО. В частности, на них могут прокомментировать предложения России по расчетам за газ. Не исключено, что риторика в отношении России сегодня ужесточится. В этих условиях укрепление рубля вряд ли продолжится, и он останется около 96 за доллар.

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CIS Market Daily - 14 мая 2021

QIWI Announces First Quarter 2023 Financial Results

Dalliance Services Company Reminds QIWI PLC Holders of Tender Offer Expiration

QIWI Announces Second Offer to Purchase for Cash Arranged by the Controlling Shareholder

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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