Report
Aleksey Ryabushko ...
  • Andrey Kuznetsov
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Mikhail Krasnoperov
  • Oksana Mustiatsa
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - January 24, 2019

MARKET COMMENT - ECB, US DATA, VENEZUELA, OIL AND MORE IN FOCUSThe RTS yesterday climbed 1.4% to 1,187 amid good global momentum for stocks in the earlier part of the day. Later on, markets were less buoyant, the S&P 500, for instance, gaining only 0.2% for the day. The oil market and to a lesser extent EM and FM investors are watching the further deterioration of the situation in Venezuela. The ECB meeting is the day's global macro highlight, while US energy data and votes to end the government shutdown, as well as trading updates from several Russian/FSU companies, are also on today's agenda.STORIES> Russian prices rise 0.2% over January 15-21> Russia's industrial production up 2.9% in 2018> Ukrainian industrial output expands 1.1% in 2018> Rostelecom reportedly to consolidate Tele2> X5 Retail Group 4Q18 trading update: Revenue growth slows to 17.1%> More than 25% of Rosseti's free float traded in one day
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.

Rostelecom (PREF A)

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.

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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
Aleksey Ryabushko

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Mikhail Krasnoperov

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

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