Report
Anastasia Khakhaeva ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Research Team
  • Rodion Lomivorotov
  • Svetlana Sukhanova

CIS Market Daily - 12 ноября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПОЗИТИВНЫЙ ЭФФЕКТ, СВЯЗАННЫЙ С ВЫБОРАМИ В США И РАЗРАБОТКОЙ ВАКЦИНЫ, ОСЛАБЕВАЕТ; СЕГОДНЯ ПОЯВИЛИСЬ ПРИЗНАКИ КОНСОЛИДАЦИИИндекс РТС в среду подрос на 0,1% до 1 234 пунктов, индикатор развитых рынков MSCI World - на 0,8%, MSCI EM отступил на 0,1%. Утренние индикаторы позволяют ожидать консолидации после недавнего роста котировок. На развитых рынках некоторые сектора, ранее прибавившие в цене в связи с успехами в разработке вакцины от COVID-19, несколько подешевели еще вчера. Сегодня ожидается много корпоративной отчетности, комментариев от центробанков, а также макроэкономической статистики в России и США.
НОВОСТИ> В ноябре суточная инфляция в России ускорилась> Tранснефть сократит капиталовложения, чтобы профинансировать дивиденды> Ростелеком: высокая выручка и EBITDA в 3К20, консервативное повышение прогноза
Underlyings
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.

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

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
Anastasia Khakhaeva

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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