Sberbank - Rosneft Oil Co. (ROSN) ... CIS Market Daily - 15 сентября 2020

Report

Sberbank

Andrey Kuznetsov ...

Andrey Gromadin
Anna Kotelnikova
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Research Team
Rodion Lomivorotov
Yuri Popov

CIS Market Daily - 15 сентября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ СОСРЕДОТОЧИЛИСЬ НА ОТНОШЕНИЯХ МЕЖДУ США И КИТАЕМ, РОССИЙСКИЙ - НА СИТУАЦИИ В БЕЛОРУССИИ И РЯДЕ ДРУГИХ ФАКТОРОВГлобальный индекс MSCI ACWI подрос на 1,2%; больше всего подорожали акции с листингом в АТР и США. Поток новостей, касающихся отношений США и Китая (как позитивных, так и негативных) дал инвесторам пищу для размышлений. Центральным событием для российского рынка была встреча президентов России и Белоруссии, а также новости, касающиеся ситуации вокруг Алексея Навального.
НОВОСТИ> Экономика России. Ослабление рубля способствует ускорению инфляции> Прогноз итогов заседания ФРС США. Новые прогнозы ФРС должны укрепить ожидания нулевых процентных ставок> Роснефть активизировала обратный выкуп акций

15/09/2020 17 RU

Underlyings

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

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RU000A0J2Q06 Moscow Exchange MICEX-RTS Russia

Rosneft Oil Co. Sponsored GDR RegS

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US67812M2070 London Stock Exchange 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

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

Yuri Popov

Other Reports on these Companies

EQS Group AG

ROSNEFT OIL COMPANY: Listing Cancellation

ROSNEFT OIL COMPANY (ROSN) ROSNEFT OIL COMPANY: Listing Cancellation 17-Oct-2022 / 17:00 MSK Dissemination of a Regulatory Announcement that contains inside information in accordance with the Market Abuse Regulation (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Rosneft announces its intention to cancel the listing of Global Depositary Receipts on the London Stock Exchange Rosneft Oil Company (MOEX and LSE: ROSN; Rosneft, the Company) has applied today to the Financial Conduct Authority (FCA) and the London Stock Exchange ...

October 17, 2022 October 17, 2022 1 EN

EQS Group AG

ROSNEFT OIL COMPANY: 1H 2022 IFRS Results

ROSNEFT OIL COMPANY (ROSN) ROSNEFT OIL COMPANY: 1H 2022 IFRS Results 15-Sep-2022 / 10:00 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. ROSNEFT’S 1H 2022 IFRS RESULTS 1H 2022 NET INCOME ATTRIBUTABLE TO SHAREHOLDERS INCREASED BY 13% YOY AND AMOUNTED TO RUB 432 BLN OUTSTANDING PREPAYMENTS AND NET FINANCIAL DEBT DECREASED BY 12% COMPARED TO THE BEGINNING OF THE YEAR Rosneft Oil Company releases 1H 2022 results prepared in accordance with International Financial Reporting Standards (I...

September 15, 2022 September 15, 2022 1 EN

EQS Group AG

ROSNEFT OIL COMPANY: Rosneft informs about submission of a notification for automatic conversion of GDRs

ROSNEFT OIL COMPANY (ROSN) ROSNEFT OIL COMPANY: Rosneft informs about submission of a notification for automatic conversion of GDRs 16-Aug-2022 / 19:15 MSK Dissemination of a Regulatory Announcement that contains inside information in accordance with the Market Abuse Regulation (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Rosneft informs about submission of a notification for automatic conversion of GDRs In accordance with part 13 of Article 6 of Federal Law No. 114-FZ dated April 16, 2022, in the manner prescribed by th...

August 16, 2022 August 16, 2022 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
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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)

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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

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CIS Market Daily - 15 сентября 2020

ROSNEFT OIL COMPANY: Listing Cancellation

ROSNEFT OIL COMPANY: 1H 2022 IFRS Results

ROSNEFT OIL COMPANY: Rosneft informs about submission of a notification for automatic conversion of GDRs

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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