Report
Andrey Kuznetsov ...
  • Cole Akeson
  • Fedor Kornachev

CIS Market Daily - 17 января 2020

КОММЕНТАРИЙ И ПРОГНОЗ - В ЦЕНТРЕ ВНИМАНИЯ - ФОРМИРОВАНИЕ НОВОГО ПРАВИТЕЛЬСТВА В РОССИИ И НОВОЕ ТОРГОВОЕ СОГЛАШЕНИЕ НАФТАИндекс РТС вчера обогнал аналоги, прибавив 0,7% и достигнув 1 612 пунктов, тогда как индекс MSCI EM вырос на 0,2%. Помимо многочисленных корпоративных событий и новостей, в центре внимания СМИ были формирование нового российского правительства и ряд корпоративных событий. Среди глобальных рынков лучшую динамику продемонстрировали США и Мексика (соответственно плюс 0,8% и 2,0%). Инвесторов обнадежила ратификация нового торгового соглашения НАФТА в Сенате США. Сегодня, по данным Коммерсанта, возможно, станут известны кандидатуры новых членов российского кабинета.НОВОСТИ> РусГидро планирует обратиться в ЦБ РФ с просьбой проверить факт возможной манипуляции котировками> ФАС предлагает оставить Россетям сэкономленные за счет эффективности средства для выплаты дивидендов
Underlyings
Federal Hydro-Generating Company - RusHydro PJSC

PJSC RusHydro is a hydro-generating company based in Russia. Co. is engaged in the generation and sale of electricity and capacity on the Russian wholesale and retail markets, as well as generation and sale of heat energy. The main activity of Co. is production of power from renewable energy sources, developing power generation using water flows, tidal, wind and geothermal energy. It has an installed electricity generation capacity of 38.5 GW; and heat capacity of 16.2 GCal/h.

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.

Provider
Sberbank
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.

Analysts
Andrey Kuznetsov

Cole Akeson

Fedor Kornachev

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