Sberbank - Rostelecom (PREF A) (RTKMP) ... CIS Market Daily - 19 Ð¸ÑŽÐ½Ñ 2018

Report

Sberbank

Andrey Kuznetsov ...

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Maria Sukhanova
Rodion Lomivorotov
Sergei Konygin

CIS Market Daily - 19 Ð¸ÑŽÐ½Ñ 2018

19/06/2018 15 RU

Underlyings

Rostelecom (PREF A)

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RU0009046700 Moscow Exchange MICEX-RTS Russia

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.

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RU0008943394 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

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Maria Sukhanova

Rodion Lomivorotov

Sergei Konygin

Other Reports on these Companies

Sberbank

CIS Market Daily - March 9, 2022

MARKET COMMENT - MOSCOW TRADING REMAINS HALTED WHILE EYES REMAIN ON UKRAINERussian stocks continued to see only slight trading through Russia's long weekend. That will not change today, with the CBR having decided yesterday not to allow Moscow equity trading, continuing the halt since February 25 for a sixth business day.STORIES> How the crisis is evolving> US and UK seeking to embargo Russian oil and gas imports> Gazprom's export flows remain very strong> Rostelecom posts neutral 4Q21 IFRS results> HeadHunter 4Q21 IFRS results: Slightly below consensus; buyback program terminated> Yandex and ...

March 9, 2022 March 9, 2022 1 EN

Sberbank

CIS Market Daily - 9 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗСША и Великобритания вводят эмбарго на импорт нефти и газа из России, экспортные доходы Газпрома растут, Ростелеком, HeadHunter, Магнит и М. Видео представили отчетность.НОВОСТИ> Как развивается кризис> США и Великобритания вводят эмбарго на импорт нефти и газа из России> Экспортные доходы Газпрома растут> Ростелеком представил нейтральные результаты за 4К21 по МСФО> Вопрос о погашении облигаций Яндекса и Ozon> HeadHunter: результаты за 4К21 несколько ниже прогнозов, выкуп акций завершен> Результаты Магнита за 2021 год: EBITDA выше консенсус-прогноза, существенное высвобож...

March 9, 2022 March 9, 2022 1 RU

Tellimer

Rostelecom: Rostelecom reports firm 4Q21 results, 2021 DPS at RUB6.0

Rostelecom (RTKM RX; RTKMP RX; N/R) reported solid 4Q21 numbers, which came slightly above consensus estimates on revenue and EBITDA. Incremental mobile revenue growth of RUB3.5bn is still higher than those posted by VEON in Russia (RUB3.2bn), which suggests that Tele2 continues to gain market share. The company had RUB568bn in debt as of end-2021, which is 100% denominated in rubles. Overall, Rostelecom’s 2021 performance came slightly ahead of the company’s guidance. The company expectedly ...

PREMIUM

March 4, 2022 March 4, 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
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

Anna Pilgunova ... (+3)

Anna Pilgunova
Anton Chernyshev
Mikhail Sheybe

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 - 19 Ð¸ÑŽÐ½Ñ 2018

CIS Market Daily - March 9, 2022

CIS Market Daily - 9 марта 2022

Rostelecom: Rostelecom reports firm 4Q21 results, 2021 DPS at RUB6.0

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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CIS Market Daily - 19 Ð¸ÑŽÐ½Ñ 2018