Sberbank - Sovcomflot (FLOT) CIS Market Daily - 18 января 2021

Report

Sberbank

Andrey Kuznetsov ...

Cole Akeson
Fedor Kornachev
Ilyas Yerzhanov
Research Team

CIS Market Daily - 18 января 2021

КОММЕНТАРИЙ И ПРОГНОЗ - ГЛОБАЛЬНЫЕ РЫНКИ ОТСТУПАЮТ, ИНВЕСТОРЫ СОСРЕДОТОЧИЛИСЬ НА ПОЛИТИЧЕСКИХ НОВОСТЯХУкрепление доллара и опасения, что недавний рост котировок мог оказаться чрезмерным, вызвали фиксацию прибыли на глобальных рынках в пятницу и сегодня утром. Из российских новостей в центре внимания СМИ оказалось задержание Алексея Навального. НОВОСТИ> Зафиксирован шестой по величине приток инвестиций в акции развивающихся рынков в абсолютном выражении> Совкомфлот принял в эксплуатацию новый газовоз "СКФ Тиммерман"

18/01/2021 16 RU

Underlying

Sovcomflot

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RU000A0JXNU8 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

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Research Team

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CIS Market Daily - March 15, 2022

MARKET COMMENT - RUBLE FLAT IN MOSCOW, UP 10% ABROAD ON EPHEMERAL NEGOTIATION HOPESThe third week of the market's forced suspension continues. Headlines suggesting some progress in Russia-Ukraine negotiations yesterday supported the ruble and dragged on oil, though no material outcomes have yet been reached. Global markets were generally risk-off. STORIES> Halyk Bank 4Q21 IFRS: Very strong year, awaiting thoughts on outlook> Russian retail: Food inflation outlook> Sovcomflot 4Q21 IFRS review: Surprisingly negative adjusted bottom line

March 15, 2022 March 15, 2022 1 EN

Sberbank

Долговые рынки сегодня - 15 марта 2022. Скорректированная чистая прибыль Совкомфлота за 4К21 по МСФО неожиданно оказалась отрицательной

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГВчера Минфин РФ опубликовал пресс-релиз с подробной информацией об утвержденном временном порядке исполнения государственных долговых обязательств России в иностранной валюте. Согласно ему, Минфин России будет давать платежные поручения банкам-агентам для осуществления выплат в валюте. Фактическая возможность осуществления указанных выплат будет зависеть от санкционных ограничений в отношении возможности Правительства и Банка России распоряжаться средствами на своих валютных счетах. Если иностранный банк-корреспондент не исполнит платежное поручение по еврооблига...

March 15, 2022 March 15, 2022 1 RU

Sberbank

CIS Market Daily - 15 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - КУРС РУБЛЯ НА МОСБИРЖЕ НЕ ИЗМЕНИЛСЯ, А НА ВНЕШНЕМ РЫНКЕ - УКРЕПИЛСЯ НА 10% БЛАГОДАРЯ СЛАБЫМ НАДЕЖДАМ НА ПЕРЕГОВОРЫ УКРАИНЫ И РОССИИРоссийский фондовый рынок закрыт уже третью неделю. Котировки бумаг российских компаний, торги по которым еще проводятся на зарубежных площадках, вчера просели на 1,8-4,8%. НОВОСТИ> Нефть продолжает дешеветь из-за усиления карантинных мер в Китае> Результаты Халык Банка за 4К21 по МСФО: очень сильный год, ждем оценки дальнейших перспектив> Российские розничные сети: прогноз продовольственной инфляции> Совкомфлот: скорректированная чистая при...

March 15, 2022 March 15, 2022 1 RU

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)

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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

Alisa Zakirova ... (+10)

Alisa Zakirova
Andrew Keeley
Anton Stroutchenevski
Artem Vinogradov
Arthur Cherkesov
Ekaterina Sidorova
Igor Rapokhin
Olga Sterina
Research Team
Rodion Lomivorotov

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

CIS EUROBOND MARKETThe Eurobond market remained inactive yesterday.GOVERNMENT DEBTYesterday saw a correction in the OFZ market, with yields rising 20-40 bps. This was actually a fairly modest move given how volatile things have been recently (yields dropped 250-300 bps on Monday-Tuesday, after the market reopened). Most of the OFZ curve closed in the 13.5-16.0% range. Trading volumes continued to gradually recover, reaching R13.5 bln yesterday on the Moscow Exchange. Still, that is only around half of the average seen over January and the beginning of February.STORIES> "Unfriendly" countries t...

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 18 января 2021

CIS Market Daily - March 15, 2022

Долговые рынки сегодня - 15 марта 2022. Скорректированная чистая прибыль Совкомфлота за 4К21 по МСФО неожиданно оказалась отрицательной

CIS Market Daily - 15 марта 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

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