Sberbank - Transneft (TRNF) ... CIS Market Daily - 20 Ð¸ÑŽÐ»Ñ 2020

Report

Sberbank

Andrew Keeley ...

Andrey Kuznetsov
Andrey Gromadin
Anna Kotelnikova
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Kirill Rogachev
Research Team
Rodion Lomivorotov

CIS Market Daily - 20 Ð¸ÑŽÐ»Ñ 2020

20/07/2020 16 RU

Underlyings

Transneft

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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.

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RU0009091573 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

Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Research Team

Rodion Lomivorotov

Other Reports on these Companies

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 14.06.2022

 AT: Flughafen Wien - Significant hike of FY 22 guidance (positive)  AT: IMMOFINANZ - Starting share buyback programme for up to 1% of share capital (positive)  AT: STRABAG - Resignation of Peter Krammer became effective as of June 12 (neutral)  RO: Medlife - Medlife opens a new clinic in Targu Mures, and expands its regional presence through two acquisitions (positive)  RU: Transneft, RusHydro - Government decree provides for RUB 23.3 bn in 2021 dividends from RusHydro and RUB 76 bn from Transneft (positive)  RU: Unipro - Might be sold by July 1 at a premium to the current price (positi...

June 14, 2022 June 14, 2022 1 EN

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 25.05.2022

AT: CA Immo - Q1 ahead of expectations, additional valuation effects (positive) AT: EVN - Q2 operating result above expectations, net income affected by goodwill impairment, net guidance confirmed though (positive) AT: IMMOFINANZ - Solid Q1, no new guidance or dividend announcement yet (neutral) AT: UBM Development - Relatively uneventful Q1 with results in line with pre pandemic years HU: OTP - OTP bought 100k of its shares (neutral) PL: CCC - Interview with HalfPrice CEO (neutral) RO: BRD-GSG, Banca Transilvania - Advances of 1.8% and 0.5% mom for corporate and retail loans, respectively (ne...

May 25, 2022 May 25, 2022 1 EN

Raiffeisen Bank International AG - Institutional Equity

Raiffeisen Research Institutional Equity Daily 25.02.2022

 AT: EVN - Q1 21/22 EBITDA in line, net better than expected, EUR 200-240 mn net income guidance confirmed (neutral)  AT: IMMOFINANZ - CPI reaches 53.3% stake in IMMOFINANZ (neutral)  AT: Rosenbauer - Company intends to increase stake in its American subsidiary (positive)  AT: Wienerberger - Divestment of French plastic piping business planned (positive)  HR: Ericsson Nikola Tesla - Good performance in Q4 21 at all levels (positive)  HR: Hrvatski Telekom - EBITDA margin set to further improve in FY 2022e (positive)  RO: Banca Transilvania - Q4 21 bottom line down by 42% qoq to RON 377 m...

February 25, 2022 February 25, 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

Anton Chernyshev ... (+7)

Anton Chernyshev
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Dmitry Troshin
Georgiy Ivanin
Research Team

CIS Market Daily - 24 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - В ПРЕДДВЕРИИ САММИТА НАТО, "БОЛЬШОЙ СЕМЕРКИ" И ИХ СОЮЗНИКОВ РОССИЙСКИЙ РЫНОК АКЦИЙ ВНОВЬ ОТКРЫВАЕТСЯ ДЛЯ ЛОКАЛЬНЫХ ИНВЕСТОРОВСегодня, после четырехнедельного перерыва, на Московской бирже возобновляются торги акциями, однако нерезиденты к торгам допущены не будут и короткие позиции не разрешены. В центре внимания сегодня саммит НАТО, "большой семерки" и их союзников, на котором будут обсуждаться меры в ответ на действия России на Украине. НОВОСТИ> "Недружественные" страны будут платить за российский газ в рублях> Недельная инфляция в РФ составила 1,9%; инфляционные ожид...

March 24, 2022 March 24, 2022 1 RU

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CIS Market Daily - 20 Ð¸ÑŽÐ»Ñ 2020

Raiffeisen Research Institutional Equity Daily 14.06.2022

Raiffeisen Research Institutional Equity Daily 25.05.2022

Raiffeisen Research Institutional Equity Daily 25.02.2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - 24 марта 2022

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CIS Market Daily - 20 Ð¸ÑŽÐ»Ñ 2020