Sberbank - Yandex NV Class A (YNDX) CIS Market Daily - September 7, 2020

Report

Sberbank

Anastasia Khakhaeva ...

Andrew Keeley
Andrey Kuznetsov
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Kirill Rogachev
Research Team
Rodion Lomivorotov
Svetlana Sukhanova

CIS Market Daily - September 7, 2020

MARKET COMMENT - GLOBAL CONSOLIDATION ON FRIDAY, POLITICAL REMARKS OVER THE WEEKENDGlobal markets again retreated on Friday with particular pressure on the tech sector. The MSCI ACWI fell 1.0% and the RTS (1,220) 0.3%. German and US officials made more remarks regarding Russia over the weekend. While earnings season has quieted, political stories remain relevant for both the Russian and global markets. STORIES> Strong rebound in short run, slowdown in medium run> Inflation accelerates to 3.6% y-o-y in August> Russian banks: Connecting the dots> Yandex: Crystalizing value of mobility business

07/09/2020 14 EN

Underlying

Yandex NV Class A

Yandex is an internet and technology company that operates an internet search engine in Russia. Co. builds intelligent products and services powered by machine learning. Co.'s products and services are based on complex, unique technologies that are not easily replicated. Co. generates substantially all of its revenues from online advertising. Co. also generates revenues from its e-commerce offerings, classifieds and e-hailing service. Co.'s businesses are organized in the following operating segments: Search and Portal; E-commerce; Taxi; Classifieds and Experimental businesses.

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NL0009805522 NASDAQ Stock Market Netherlands

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

Anastasia Khakhaeva

Andrew Keeley

Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Kirill Rogachev

Research Team

Rodion Lomivorotov

Svetlana Sukhanova

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CIS Market Daily - September 7, 2020

Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances

Nebius Academy and Stevens Institute of Technology launch lab to explore how AI can advance math research and education

Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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