Report
Alex Fak ...
  • Alexander Kudrin
  • Andrew Keeley
  • Andrey Kuznetsov
  • Cole Akeson
  • Elena Tsareva
  • Igor Vasilyev
  • Valery Nesterov

CIS Market Daily - 2 апреля 2018

КОММЕНТАРИЙ И ПРОГНОЗ - НЕДЕЛЯ НАСЫЩЕНА ПУБЛИКАЦИЯМИ РОССИЙСКОЙ И АМЕРИ-КАНСКОЙ МАКРОСТАТИСТИКИ; НЕ ИСКЛЮЧЕНО ВОЗНИКНОВЕНИЕ ПОЛИТИЧЕСКИХ КАТАЛИЗАТОРОВ
Как и следовало ожидать, объемы торгов в Страстную пятницу накануне католической Пасхи были низкими. По всей видимости, число британских дипломатов, которые будут высланы из России, увеличится: пока наша оценка политической ситуации остается прежней. Эта неделя богата разнообразными событиями: в России ожидается публикация данных по ВВП и ИПЦ, в США выйдут три главных отчета по рынку труда, а также предстоит ряд политических мероприятий, в том числе заседание исполнительного совета Организации по запрещению химического оружия (ОЗХО), созываемое в связи с отравлением Сергея Скрипаля.


НОВОСТИ
> С начала года активные фонды опережают пассивные по динамике инвестиций
> Сургутнефтегаз может выплатить дивиденды по "префам" за 2017 год в 1,38 руб. на акцию
> Транснефть пока может сохранить 25%-й коэффициент дивидендных выплат
> Результаты ВТБ за 2М18 по МСФО: хорошее начало года
> Генерирующие компании России. Модернизация на повестке дня
Underlyings
Surgutneftegas PJSC

Surgutneftegaz is vertically integrated oil company based in Russia. Co.'s activities include prospecting and exploration of hydrocarbons, oil and oil and- gas fields development and construction; oil products and petrochemicals manufacturing and marketing; power generation; gas processing and gas products marketing. Co.'s operations expand beyond Western Siberia in 3 oil production centers, two of which, in Eastern Siberia and Timano- Pechora, are to be built up within the next 3 years. Co. operates in 16 constituent territories of the Russian Federation from Republic of Sakha (Yakutia) to Kaliningradskaya Oblast. Co.'s mineral resource base comprises 134 license areas of 120,000 sq. km.

Surgutneftegas PJSC Pfd

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.

VTB Bank (GDR)

VTB Bank PJSC

Bank VTB PAO is a Russia-based bank engaged in the provision of financial services. The Bank reports five segments: Corporate-Investment banking includes operations with corporate customers that are large business customers and banking financial institutions, as well as operations on the securities market; Mid-Corporate banking covers operations with medium business corporate customers; Retail business includes operations with individuals and small business corporate customers, and offers operations on Internet and mobile Point-of-Sale acquiring, plastic cards, payroll services and financial consulting, among others; Treasury comprises operations to manage liquidity, operations on financial and interbank markets, cash flow management and debit financing operation; as well as Other business includes two business: Construction and development involves operations undertaken by Company in the construction and development industry, and Other activities represent non-banking business.

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
Alex Fak

Alexander Kudrin

Andrew Keeley

Andrey Kuznetsov

Cole Akeson

Elena Tsareva

Igor Vasilyev

Valery Nesterov

Other Reports on these Companies
Other Reports from Sberbank

ResearchPool Subscriptions

Get the most out of your insights

Get in touch