Sberbank - Rosseti (MRKH) ... CIS Market Daily - 13 Ð¸ÑŽÐ»Ñ 2018

Report

Sberbank

Aleksey Ryabushko ...

Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Fedor Kornachev
Rodion Lomivorotov
Sergei Konygin

CIS Market Daily - 13 Ð¸ÑŽÐ»Ñ 2018

13/07/2018 14 RU

Underlyings

Rosseti

PJSC Rosseti is a holding company based in Russia. Co. is engaged in the management of companies that operate in the energy sector. Co.'s core business is the management of electric grid subsidiaries for the purpose of pursuing a common policy in the field of electric grid services, specifically in the area of innovations, energy conservation and energy efficiency, development and implementation of a common strategy for developing the distribution electric grid sector of the Russian Federation. Co.'s other services comprise property management, consulting, securities operations, scientific research and construction and transport and expedition.

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RU000A0JPVJ0 Moscow Exchange MICEX-RTS Russia

Rosseti

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RU000A0JPVK8 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

Aleksey Ryabushko

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies

Sberbank

CIS Market Daily - January 24, 2022

MARKET COMMENT - RATES, SOFT EARNINGS LEAN ON GLOBAL STOCKS, GEOPOLITICS ON RUSSIAGlobal markets were under broad pressure, the MSCI ACWI falling 1.7% with growth stocks particularly out of favor. Rates and inflation concerns have been joined by earnings disappointments in the early US reporting season to lean on stocks. The RTS fell 3.4% to 1,402, the weakest result among liquid EMs. News on geopolitics and international relations is likely to remain the core focus for the Russian market this week, while Wednesday's Fed decision is the key event to watch for global news flow.STORIES> Russia-U...

January 24, 2022 January 24, 2022 1 EN

Sberbank

CIS Market Daily - 24 января 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ПОД ДАВЛЕНИЕМ ИЗ-ЗА ПОВЫШЕНИЯ СТАВОК И СЛАБОЙ ОТЧЕТНОСТИ КОМПАНИЙ, РОССИЙСКИЙ - ИЗ-ЗА ГЕОПОЛИТИКИГлобальные рынки в пятницу были под давлением: индекс MSCI ACWI снизился на 1,7%, наибольшие потери понесли акции быстрорастущих компаний (growth stocks). Инвесторов беспокоит перспектива повышения ставок и высокая инфляция. Кроме того, настрой ухудшился после публикации более слабых, чем ожидалось, финансовых результатов компаний в США. Индекс РТС в пятницу снизился на 3,4% до 1 402 пунктов, Россия оказалась аутсайдером среди ликвидных развивающихся рынков....

January 24, 2022 January 24, 2022 1 RU

Sberbank

CIS Market Daily - December 24, 2021

MARKET COMMENT - TRADING SLOWS DOWN AHEAD OF HOLIDAYThe Russian market closed in the red yesterday with the RTS Index down 0.9%. European spot gas prices have dropped 23% during the last two trading sessions to below $1,500/mcm. STORIES> US holds consultations on Russia's security proposals> Annual Putin press conference: Economy, pandemic, geopolitics> Government to allow regions to set differentiated electricity tariffs for households

December 24, 2021 December 24, 2021 13 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
Arthur Cherkesov
Ekaterina Sidorova

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

Anton Stroutchenevski ... (+6)

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - March 24, 2022

MARKET COMMENT - TRADING TO RESUME FOR DOMESTIC INVESTORS AHEAD OF THE NATO-G7-DM SUMMIT AND NEW SANCTIONSEquity trading resumes today after a four-week suspension, but nonresidents and short-sellers will not yet be welcomed back. In focus will be the summit of NATO, the G7 and the rest of the developed world, which was called to discuss the evolving responses to Russia's so-called "special military operation" against Ukraine. STORIES> Equity trading to resume today - but not for nonresidents> "Unfriendly" countries to pay for Russian gas in rubles> Weekly inflation still elevated at 1.9%; inf...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 13 Ð¸ÑŽÐ»Ñ 2018

CIS Market Daily - January 24, 2022

CIS Market Daily - 24 января 2022

CIS Market Daily - December 24, 2021

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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CIS Market Daily - 13 Ð¸ÑŽÐ»Ñ 2018