Sberbank - VEON (VIMP) ... CIS Market Daily - 26 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2019

Report

Sberbank

Andrew Keeley ...

Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Kirill Rogachev
Oksana Mustiatsa
Rodion Lomivorotov
Svetlana Sukhanova

CIS Market Daily - 26 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2019

26/02/2019 14 RU

Underlyings

VEON

See profile

VimpelCom Ltd. ADS

See profile

US92719A1060 Berlin Stock Exchange United States

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.

See profile

Analysts

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Kirill Rogachev

Oksana Mustiatsa

Rodion Lomivorotov

Svetlana Sukhanova

Other Reports on these Companies

Sberbank

CIS Market Daily - March 1, 2022

MARKET COMMENT - MSCI RUSSIA -27% D-O-D WHILE RUSSIA-UKRAINE, SANCTIONS NEWS CONTINUE TO DOMINATE INVESTOR ATTENTIONEquity trading in Moscow was canceled for yesterday and today. The government announced a range of measures to stabilize the Russian financial environment, but the measures also create risks for institutional investors. The MSCI Russia fell 27% yesterday, while Russia-Ukraine developments, sanctions news and the OPEC+ discussion are the obvious areas of focus today.STORIES> MSCI to consider urgent consultation to remove Russia from the MSCI EM> Government announces controls over ...

March 1, 2022 March 1, 2022 1 EN

Sberbank

CIS Market Daily - 1 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ИНДЕКС MSCI RUSSIA ЗА ДЕНЬ УПАЛ НА 27%, В ЦЕНТРЕ ВНИМАНИЯ СИТУАЦИЯ НА УКРАИНЕ И НОВОСТИ О САНКЦИЯХТорги на фондовом рынке в Москве вчера не проводились, и сегодня пауза продолжается. Правительство объявило ряд мер, нацеленных на стабилизацию финансовой ситуации в России, однако эти меры также создают риски для институциональных инвесторов. Индекс MSCI Russia упал на 27%. Сегодня в центре внимания остаются геополитические события. НОВОСТИ> Меры, принимаемые монетарными властями для стабилизации в финансовой сфере> Цены на нефть стабилизировались на фоне ожиданий, что осн...

March 1, 2022 March 1, 2022 1 RU

Sberbank

Debt Markets Today - March 1, 2022. Steps to Stabilize Financial Sphere, Capital Controls, OFZ Weekly Flows, MMK and VEON Results

CIS EUROBOND MARKETAnother round of new Western sanctions, including a joint commitment from Europe, the US and Canada to freeze the international reserves of the CBR, caused quotes on Russian sovereign Eurobonds to fall 26-35 pp to 35-55% of par. Ukrainian Eurobonds fell 14-35 pp to 35-37% of par.GOVERNMENT DEBTThere was no trading on the Moscow Exchange yesterday. Meanwhile, the CBR raised the key rate to 20%, so it is likely that OFZ yields will exceed 17% in 5y+ tenors once trading resumes in the coming days.STORIES> What monetary authorities are doing to stabilize financial sphere> Capita...

March 1, 2022 March 1, 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

Alisa Zakirova ... (+3)

Alisa Zakirova
Igor Rapokhin
Yuri Popov

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

В центре внимания сегодня будут саммиты ЕС и НАТО. В частности, на них могут прокомментировать предложения России по расчетам за газ. Не исключено, что риторика в отношении России сегодня ужесточится. В этих условиях укрепление рубля вряд ли продолжится, и он останется около 96 за доллар.

March 24, 2022 March 24, 2022 1 RU

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

CIS Market Daily - 26 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2019

CIS Market Daily - March 1, 2022

CIS Market Daily - 1 марта 2022

Debt Markets Today - March 1, 2022. Steps to Stabilize Financial Sphere, Capital Controls, OFZ Weekly Flows, MMK and VEON Results

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Валютный рынок и процентные ставки - 24 марта 2022. После резкого укрепления рубль возьмет паузу

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe

CIS Market Daily - 26 Ñ„ÐµÐ²Ñ€Ð°Ð»Ñ 2019