reports
- Research Team
The Rear-View Mirror – EME markets: Hungarian equities down 13.6% in M...
EME Equity Market – May 2022 Market performance – markets down mostly, as MSCI EM Europe Index declines 3.6%. The MSCI EM Europe Index fell 3.6% mom and 2.0% mom in EUR and USD terms, respectively, in May. The best-performing index was the Russian MOEX, which added 6.3% mom in EUR terms, but declined 3.7% mom in local currency. However, we note that, with the CBR ban on short selling and restrictions on international investors, as well various sanctions, this performance is not fully comparable ...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
GARAN TURKIYE GARANTI BANKASI ANONIM SIRKETI
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
EXAE HELLENIC EXCHANGES SA
MOL MOL NYRT
CEZ CEZ AS
PETG PETROL D.D.
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
YKBNK YAPI VE KREDI BANKASI A.S.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
COG COGNOR HOLDING SA
PKO PKO BANK POLSKI S.A.
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
DOAS DOGUS OTOMOTIV SERVIS VE TICARET A.S.
BSK ING BANK SLASKI S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
SPI S IMMO AG
AEFES ANADOLU EFES BIRACILIK VE MALT SANAYII A.S.
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
CIE CIECH S.A.
GTC GLOBE TRADE CENTRE S.A.
EEG1T EKSPRESS GRUPP A.S.
AEGN AEGEAN AIRLINES SA
TENERGY TERNA ENERGY S.A.
AUG1L AGROWILL GROUP AB
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
AFLT AEROFLOT RUSSIAN AIRLINES
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
AYGAZ AYGAZ A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
SISE TURKIYE SISE VE CAM FABRIKALARI A.S.
ULKER ULKER BISKUVI SANAYI A.S.
EUR EUROCASH S.A.
ECH ECHO INVESTMENT
FMF FAMUR SA
GSPARK GRAPHISOFT PARK SE
CPS CYFROWY POLSAT SA
POSR POZAVAROVALNICA SAVA
GPW WARSAW STOCK EXCHANGE
TPE TAURON POLSKA ENERGIA S.A.
DAT DATAWALK SA
OTOEL AUTOHELLAS S.A.
BANK OF CYPRUS PCL
WPL WIRTUALNA POLSKA HOLDING SA
SKK SIRMA GROUP HOLDING JSC
ROSN ROSNEFT OIL CO. SPONSORED GDR REGS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
KMB KOMERCIJALNA BANKA AD SKOPJE
TRP TERAPLAST
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
BNET BITTNET SYSTEMS
SNP PETROM S.A.
PBK PATRIA BANK SA
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
HMX1R HANSAMATRIX AS
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
COTE CONPET SA
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
BVB S.C. BURSA DE VALORI BUCURESTI S.A.
GEB BANK OF GEORGIA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
A4L ALLTERCO AD
19XX NEPI ROCKCASTLE PLC
ALPHA ALPHA BANK
ATAD TATNEFT (GDR)
M MED LIFE
ELPE HELLENIC PETROLEUM
CGEO GEORGIA CAPITAL
IIA IMMOFINANZ AG
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
ZB-R-A ZAGREBACKA BURZA DD
SF3 STS GROUP AG
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ADKO ADDIKO BANK
GR6 GRADUS
PEN PHOTON ENERGY NV
KOFOL KOFOLA CESKOSLOVENSKO A.S.
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
ALR ALRO SLATINA
WINE PURCARI WINERIES PCL
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
SHO SHOPER
KCEL KCELL JSC
ONE ONE UNITED PROPERTIES SA
- Research Team
WOOD Daily: BGEO LN; TBCG LN; BHW PW; CCOLA TI; TLV RO; AYGAZ TI; MOH ...
HEADLINES: • Georgian banks: game on - banks are cheap (Bank of Georgia upgraded to BUY, TBC Bank Group stays BUY) • Bank Handlowy: posts huge turnaround in profitability in 1Q22 POSITIVE • Coca-Cola Icecek: 1Q22 - better than expected results POSITIVE • Banca Transilvania: 1Q22 results solid and on track to meet FY22E budget • Aygaz: 1Q22 results review - 44% NI beat, driven by Entek and Tupras • Motor Oil Hellas: deal with Ellaktor - strong expansion into RES • Public Power Corporation: i...
DOAS DOGUS OTOMOTIV SERVIS VE TICARET A.S.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
MYTIL MYTILINEOS S.A.
CCOLA COCA-COLA ICECEK A.S.
AFLT AEROFLOT RUSSIAN AIRLINES
TBCB TBC BANK JOINT STOCK CO
PPC PUBLIC POWER CORPORATION S.A.
AYGAZ AYGAZ A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTOEL AUTOHELLAS S.A.
TLV BANCA TRANSILVANIA S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
GEB BANK OF GEORGIA
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Research Team
CIS Market Daily - March 23, 2022
MARKET COMMENT - RSPP PROPOSES STRIPPING MINORITY RIGHTS, EU AND US OFFICIALS CONSIDER MORE SANCTIONS AND EXPELLING RUSSIA FROM THE G20The Russian Union of Industrialists and Entrepreneurs proposed to the government to strip nonresident minority shareholders of their shareholder rights on a temporary basis, according to RBC and other sources. Top EU and US officials remarked that more sanctions would be considered Thursday. Equity trading remains suspended in Russia. STORIES> RSPP proposes to st...
- Anton Chernyshev
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Research Team
CIS Market Daily - 23 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗ - РСПП ПРЕДЛАГАЕТ ВРЕМЕННО ОГРАНИЧИТЬ В ПРАВАХ ИНОСТРАННЫХ МИНОРИТАРИЕВ, ЕС И США РАССМАТРИВАЮТ ВОЗМОЖНОСТЬ ВВЕДЕНИЯ НОВЫХ САНКЦИЙРоссийский союз промышленников и предпринимателей предложил правительству временно ограничить в правах иностранных миноритариев, сообщают РБК и другие источники. ЕС и США рассмотрят в четверг возможность введения новых санкций. Торги акциями на МосБирже по-прежнему не проводятся. НОВОСТИ> Цены на нефть после ралли начали стабилизироваться в предд...
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - March 3, 2022
MARKET COMMENT - GOVERNMENT MULLS BUYING MORE STOCK, MSCI EXPELS RUSSIARussian stocks remained frozen in Moscow and were mostly frozen abroad as well yesterday. The government is mulling tapping more of the NWF to buy Russian stocks. MSCI will expel Russia from global benchmarks, and ratings agencies have cut the market to junk status.STORIES> MSCI expels Russia from global and emerging benchmarks> GDP could decline by 10-15% in 2022> Weekly inflation surges to 0.45% over February 19-25> Basic s...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 3 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗПроизводство в базовых отраслях российской экономики выросло в январе на 1% по сравнению с предыдущим месяцем (с учетом корректировки на сезонную составляющую) после роста на 0,6% в декабре. Динамика улучшилась благодаря оптовой торговли и грузообороту транспорта. В период с 19 по 25 февраля потребительские цены в России выросли на 0,45% против 0,24% неделей ранее. Причинами, судя по всему, стали повышение спроса на непродовольственные товары, а также ослабление рубля, котор...
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - March 2, 2022
MARKET COMMENT - RDX DOWN MORE THAN IN 1998, MSCI RUSSIA THE MOST SINCE 2008 AS MOSCOW TRADING REMAINS CLOSEDWhile Moscow stock trading remains closed, offshore and composite indexes dropped another 6-57%. The RDX offshore DR index has now fallen 91% since its October decade-long peak, a fall sharper than that of 1998 or 2008. The government announced plans to support the market with share purchases, while capital restrictions and supply shocks have also been in the news.STORIES> Government mull...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 2 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗСегодня утром котировки Брент выросли до $111/барр., и, вероятно, поднимутся еще выше, хотя МЭА объявило, что страны ОЭСР скоординированно выведут на рынок 60 млн барр. нефти из своих стратегических резервов. После объявлений ВР и Equinor, сделанных ранее на этой неделе, еще несколько крупных международных нефтяных компаний сообщили о решении продать свой бизнес в России или выразили серьезную обеспокоенность сложившейся ситуацией.НОВОСТИ> Нехватка предложения начала сказыва...
- Research Team
WOOD Flash – Russian coverage universe: under review
Russia’s invasion of Ukraine has led to unprecedented dislocations of capital and resources, on top of human tragedies. The sanctions imposed, by the world’s key nations, on Russia, its politicians, institutions, companies and businessmen, as well as the counter-measures introduced by the Russian government, are wide-ranging and continue to be imposed on a daily basis. The most severe sanctions are related to the freezing of the CBR’s FX reserves, as well as the freezing of non-residents’ assets...
QIWI QIWI PLC SPONSORED ADR CLASS B
AFLT AEROFLOT RUSSIAN AIRLINES
AFKS SISTEMA PJSFC
POLY POLYMETAL INTERNATIONAL PLC
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
RTKM ROSTELECOM PJSC
MTSS MOBILE TELESYSTEMS PJSC
2ET ETALON GROUP (GDR)
ALRS ALROSA PJSC
ROSN ROSNEFT OIL CO. SPONSORED GDR REGS
NVTK NOVATEK JSC SPONSORED GDR REGS
5M71 MAGNIT PJSC SPONSORED GDR REGS
3LSA LSR GROUP (GDR)
MOEX MOSCOW EXCHANGE MICEX-RTS PJSC
PLZL POLYUS (GDR)
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
SBNC SBERBANK RUSSIA PJSC SPONSORED ADR
ATAD TATNEFT (GDR)
904596 SURGUTNEFTEGAS (GDR)
MINING AND METALLURGICAL COMPANY NORILSK NICKEL (GDR)
OZON OZON HOLDINGS
GDEV NEXTERS INC
HHR HEADHUNTER GROUP PLC
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - February 28, 2022
MARKET COMMENT - NONRESIDENT SECURITY SALES FROZEN; POSSIBLE RUSSIA-UKRAINE NEGOTIATIONS IN FOCUSThe RTS finished the week with a 33% decline to 937 and valuations at levels not seen since 2008 or earlier. This morning, the CBR froze security sales for nonresidents and delayed the opening of stock trading until at least 13:00 Moscow time. Negotiations scheduled between Russia, Ukraine and Belarus are the obvious focal point for markets, as well as any other news flow on market restrictions or sa...
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 28 февраля 2022
КОММЕНТАРИЙ И ПРОГНОЗ - ЗАПРЕТ ДЛЯ НЕРЕЗИДЕНТОВ НА ПРОДАЖУ РОССИЙСКИХ ЦЕННЫХ БУМАГ; В ЦЕНТРЕ ВНИМАНИЯ ПЕРЕГОВОРЫ МЕЖДУ УКРАИНОЙ И РОССИЕЙИндекс РТС по итогам прошлой недели упал на 33% до 937 пунктов, рыночные оценки достигли уровней, которые не наблюдались как минимум с 2008 года. Сегодня утром Банк России ввел запрет для нерезидентов на продажу российских ценных бумаг и отложил начало торгов на рынке акций до 15:00 мск. В центре внимания сейчас, конечно, переговоры между Россией и Украиной, а ...
- Research Team
WOOD Daily: EME Macro/Strategy; EBS AV; LVC PW; EL RO; BNET RO; ADPL Z...
HEADLINES: • EME Macro/Strategy: forecasts guidance update • Erste Bank: very solid 4Q21, issues optimistic 2022E guidance and recommends 2021 DPS of EUR 1.6 • LiveChat Software: 3Q21-22 (calendar 4Q21) results - EBITDA up 15% yoy, 6% below the consensus NEGATIVE • Electrica: 4Q21 results review - deep losses reported NEGATIVE • Bittnet Systems: 4Q21 results review - 71% yoy EBITDA drop, 81% below our estimate NEGATIVE • AD Plastik: 4Q21 review - weaker than expected, and outlook uncertain NEG...
CDR CD PROJEKT S.A.
AFLT AEROFLOT RUSSIAN AIRLINES
LVC LIVECHAT SOFTWARE SA
ADPL-R-A AD PLASTIK D.D.
BNET BITTNET SYSTEMS
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
RICHT RICHTER
PTKHY PETKIM PETROKIMYA HOLDING AS
ONE ONE UNITED PROPERTIES SA
- Research Team
WOOD Daily: MOL HB; TRP RO; EME Macro/Strategy; ELPE GA; M RO; TGN RO;...
HEADLINES: • MOL: prices, pumps, and polyol (upgraded to BUY) • TeraPlast: waiting for demand to boost margins (stays HOLD) • EME Macro/Strategy: forecasts revision guidance • Hellenic Petroleum: 4Q21 results - big beat on net income; EUR 0.4 dividend • MedLife: 4Q21 earnings miss on third-party costs and drug distribution NEGATIVE • Transgaz: 4Q21 results - better than expected on higher financial gains • Alro: 4Q21 results - better-than-expected net profit • Conpet: 4Q21 results - close ...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
OMV OMV AG
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SAR GR. SARANTIS S.A.
AEFES ANADOLU EFES BIRACILIK VE MALT SANAYII A.S.
AFLT AEROFLOT RUSSIAN AIRLINES
2ET ETALON GROUP (GDR)
ALRS ALROSA PJSC
SKK SIRMA GROUP HOLDING JSC
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
3LSA LSR GROUP (GDR)
COTE CONPET SA
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
M MED LIFE
ELPE HELLENIC PETROLEUM
NLBR NLB GROUP
ALR ALRO SLATINA
- Research Team
WOOD Daily: MONET CP; RU Macro; AFLT RX; PGN PW; CCOLA TI; SHO PW; EEG...
HEADLINES: • MONETA Money Bank: locked into the merger (downgraded to HOLD) • Russia macro: recognition of LPR/DPR and what may follow • Aeroflot: escalation of conflict in Ukraine increases risk of sanctions NEGATIVE • PGNiG: 4Q21 estimates - huge beat on EBITDA • Coca-Cola Icecek: 4Q21 results - strong beat POSITIVE • Shoper: solid preliminary 4Q21, with strong top-line growth and number of merchants POSITIVE • Ekspress Grupp: 4Q21 EBITDA 23% above our expectations POSITIVE • Brisa: strong ...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
CCOLA COCA-COLA ICECEK A.S.
EEG1T EKSPRESS GRUPP A.S.
AFLT AEROFLOT RUSSIAN AIRLINES
BANK OF CYPRUS PCL
BELA JUMBO S.A.
MONET MONETA MONEY BANK AS
COTE CONPET SA
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELPE HELLENIC PETROLEUM
NLBR NLB GROUP
SF3 STS GROUP AG
IGN1L IGNITIS GRUPE
SHO SHOPER
KCEL KCELL JSC
- Anastasia Khakhaeva
- Andrew Keeley
- Arthur Cherkesov
- Dmitry Troshin
- Ekaterina Usanova
- Fedor Kornachev
- Georgiy Ivanin
- Igor Vasilyev
- Mikhail Krasnoperov
Sber CIB Ivanov Consumer Confidence Tracker. January 2022 - E-Commerce...
We continue to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an idea of how entire sectors and individual companies are performing and might perform in the future. We also look at competition among the public retailers. The main conclusions from the most recent survey are as follows:> The fieldwork took place from November 22 to December 10, when the number of new Covid-19 cases in Russia was close to a historic high, inflation was on the rise, the ruble ...
AFLT AEROFLOT RUSSIAN AIRLINES
MGNT MAGNIT PJSC
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
PIKK PIK GROUP
2ET ETALON GROUP (GDR)
LSRG LSR GROUP
5M71 MAGNIT PJSC SPONSORED GDR REGS
3LSA LSR GROUP (GDR)
PIK GROUP GDR
DSKY DETSKY MIR
OZON OZON HOLDINGS
FIXP FIX PRICE GROUP LTD
- Alessio Chiesa
- Dmitry Vlasov
- Ildar Davletshin
- CFA
WOOD Flash – Russian strategy: thoughts on the latest sell-off – key s...
The Russian stock market has declined over 11% since the start of the year and is off 27% since its highs in October 2021, on the new phase of geopolitical escalation. Assuming that open military conflict is avoided, Russian stocks are attractively priced, especially in the context of rising commodity prices. It is hard, if not impossible, to call the bottom in this market, and we do not attempt to forecast if and when the process of de-escalation could start. Generally, we have observed, many t...
AEROFLOT RUSS.AIRL. sees an upgrade to Positive due to a better fundam...
The general evaluation of AEROFLOT RUSS.AIRL. (RU), a company active in the Airlines industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date January 4, 2022, the closing price was RUB 63.30 and its ...
- Andrew Keeley
- Andrey Gromadin
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
- Yaroslav Lissovolik
CIS Market Daily - December 28, 2021
MARKET COMMENT - TRADERS RETURN FROM HOLIDAY WEEKEND IN A RISK-ON MOODUS markets resumed trading yesterday, and the mood was generally positive. Benchmark US and European stock indexes closed higher. The RTS notched a 1.2% gain on the back of the positive global sentiment and stronger oil prices. STORIES> US sets dates for meetings with Russia on security issues> Gazprom Neft announces start-up of oil rims project in Yamal> VTB posts 11m21 IFRS results> Aeroflot publishes weak November trading u...
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Arthur Cherkesov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Konstantin Samarin
- Research Team
CIS Market Daily - 28 декабря 2021
КОММЕНТАРИЙ И ПРОГНОЗ - НА РЫНКАХ ПОВЫСИЛАСЬ АКТИВНОСТЬ И ВЫРОС ИНТЕРЕС К РИСКАМТорги в понедельник возобновились с позитивным настроем. Основные фондовые индексы в Европе и США выросли. Индекс РТС повысился на 1,2% благодаря глобальному оптимизму и росту цен на нефть НОВОСТИ> Рост цен на нефть пока ограничен отметкой $79/барр.> Газпром нефть запустила новый центр добычи нефти из нефтяных оторочек в ЯНАО> ВТБ представил отчетность по МСФО за ноябрь и 11М21> Аэрофлот: слабые операционные результ...
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Dmitry Troshin
- Georgiy Ivanin
- Research Team
- Yaroslav Lissovolik
CIS Market Daily - December 21, 2021
MARKET COMMENT - RUSSIA SET TO REBOUND TODAY FOLLOWING YESTERDAY'S DOWNTURN DRIVEN BY GLOBAL RISK-OFFGlobal markets were driven lower yesterday by new hurdles for the economic recovery. Key European and US equity indexes closed with losses of 1.1-1.9%. Russian stocks were unable to brush off the global risk-off sentiment, with the RTS finishing the day down 1.6%. However, the Russian market has been recovering this morning amid a rebound in oil prices.STORIES> Russia expects urgent response to i...
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