Sberbank - Ros Agro PLC (1RA1) ... CIS Market Daily - May 18, 2021

Report

Sberbank

Andrey Kuznetsov ...

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Lyudmila Melnikova
Mikhail Krasnoperov
Research Team
Rodion Lomivorotov

CIS Market Daily - May 18, 2021

MARKET COMMENT - GLOBAL AND RUSSIAN INDICATORS POINTING UPWARD, DOLLAR PULLING BACKMost markets saw gains yesterday, but inflation and growth concerns saw major US indexes decline 0.3-0.4%. However, Fed reassurances, a weakening dollar and select regional stories (like a more than 5% surge in Taiwan) have set up a positive outlook today.STORIES> Russian GDP down 1.0% y-o-y in 1Q21> Rusagro 1Q21 IFRS: Adjusted EBITDA margin increases 7 pp y-o-y> Kazakh economy improves in April due to low base

18/05/2021 14 EN

Underlyings

Ros Agro PLC

Ros Agro, through its subsidiaries, is engaged in agricultural production, cultivation of pigs, processing of raw sugar and production of sugar from sugarbeet, vegetable oil production and processing. Co. and its subsidiaries are organised on the basis of four segments: Sugar, which is engaged in the production and trading operation with white sugar; Meat, which is engaged in the cultivation of pigs and selling of consumable livestock to third parties; Other agriculture, which is engaged in the cultivation of plant crops and dairy cattle livestock; as well as Oil, which is engaged in vegetable oil extraction, production and sales of mayonnaise, consumer margarine, and bottled vegetable oil.

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US7496552057 Stuttgart Stock Exchange Cyprus

Rusagro

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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

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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Ros Agro: 1 director

A director at Ros Agro sold 9,867,995 shares at 0.000USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

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RusAgro: Reports strong 4Q21 IFRS, $1.02/GDR final 2021 dividend - POSITIVE

RusAgro (AGRO LI: O/W, TP $16.9) reported strong 4Q21 IFRS results, which came 31-44% above the Bloomberg consensus estimates on the top line and EBITDA. The adj. EBITDA margin came 3.0% higher y/y driven by a substantial improvement of profitability in the Sugar and Crop segments amid market price improvements. As a result, 2021 EBITDA of RUB48bn was a record high for the company and was projected by management a year ago – yet that still outperformed the current Bloomberg consensus estimate...

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March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - May 18, 2021

Ros Agro: 1 director

RusAgro: Reports strong 4Q21 IFRS, $1.02/GDR final 2021 dividend - POSITIVE

CIS Market Daily - February 1, 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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