Sberbank - X5 Retail Group N.V. Sponsored GDR RegS (PJP) CIS Market Daily - 16 октября 2020

Report

Sberbank

Andrey Kuznetsov ...

Andrey Krylov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Mikhail Krasnoperov
Research Team
Rodion Lomivorotov

CIS Market Daily - 16 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ПЕРЕГОВОРЫ ПО СТИМУЛИРОВАНИЮ ЭКОНОМИКИ США ЗАШЛИ В ТУПИК, КАРАНТИННЫЙ РЕЖИМ ВО ВСЕМ МИРЕ УЖЕСТОЧАЕТСЯ, А МАКРОЭКОНОМИЧЕСКИЕ ПОКАЗАТЕЛИ УХУДШАЮТСЯИндекс РТС вчера снизился на 2,4% дo 1 131 пунктов, а MSCI ACWI - на 0,8%, т. к. надежды на одобрение в ближайшее время в США нового стимулирования тают, ограничения из-за коронавируса усиливаются и появились признаки, что восстановление мировой экономики замедляется. ЕС вчера объявил новые санкции. Сегодня утренние индикаторы предполагают некоторое восстановление, отчасти благодаря новой порции оптимистичных комментариев в США о новых стимулах для экономики.
НОВОСТИ> Годовая инфляция в России ускорилась, а базовая - осталась стабильной> Годовой спад промышленного производства в России в сентябре составил 5%; показатель за 8М20 пересмотрен в сторону повышения> Рост выручки X5 Retail Group в 3К20 достиг 15,4%, превысив наш прогноз> Экономическая динамика в Казахстане в сентябре улучшилась

16/10/2020 13 RU

Underlying

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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US98387E2054 Germany

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

Andrey Krylov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Mikhail Krasnoperov

Research Team

Rodion Lomivorotov

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CIS Market Daily - 16 октября 2020

X5 Retail Group N.V.: 1 director

CIS Market Daily - March 18, 2022

CIS Market Daily - 18 марта 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

CIS Market Daily - March 24, 2022

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