reports
- Aleksey Ryabushko
- Alexander Kudrin
- Andrew Keeley
- Andrey Krylov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Julia Gordeyeva
- Maria Sukhanova
- Mikhail Krasnoperov
- Rodion Lomivorotov
- Sergei Konygin
CIS Market Daily - 16 Ð¼Ð°Ñ 2018
КОММЕÐТÐРИЙ И ПРОГÐОЗ - ПРИЧИРДЛЯ ОПТИМИЗМРМÐЛО, ÐО И БОЯТЬСЯ ОСОБО ÐЕЧЕГОÐа рынке вчера веÑÑŒ день было неÑпокойно, и такое положение дел, похоже, ÑохранÑетÑÑ Ð¸ ÑÐµÐ³Ð¾Ð´Ð½Ñ ÑƒÑ‚Ñ€Ð¾Ð¼. Многие ключевые индикаторы рынка в отÑутÑтвие значимых новоÑтей движутÑÑ Ðº уровнÑм, ÑоответÑтву...
- Aleksey Ryabushko
- Alexander Kudrin
- Andrew Keeley
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Igor Vasilyev
- Julia Gordeyeva
- Maria Sukhanova
- Mikhail Krasnoperov
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
CIS Market Daily - May 16, 2018
MARKET COMMENT - FEW REASONS FOR CHEER, BUT ALSO FEW FOR FEARGeneral malaise persisted throughout the day yesterday and arguably continues this morning in markets, with many key indicators drifting back toward major moving averages on little news flow. Remarks on sanctions from both Russia and the US did not help, but also offered little new material information. The highlights today for Russia and EM investors include remarks from Draghi and Merkel, Brazil's rate decision, Russian company event...
- Aleksey Ryabushko
- Alex Fak
- Alexander Kudrin
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Igor Vasilyev
- Irina Lapshina
- Julia Gordeyeva
- Maria Sukhanova
- Mikhail Krasnoperov
- Nikolay Minko
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
CIS Market Daily - May 3, 2018
MARKET COMMENT - DECLINES OVER THE HOLIDAYS, MIXED INDICATORS THIS MORNINGThe RTS has fallen 0.9% since our last comment, versus a 0.6% gain for the MSCI EM. Last night's Fed meeting offered no surprises, while this morning oil is higher but APAC markets are mixed.STORIES> New OFAC guidance released> Russian basic sector output growth slows to 0.4% y-o-y in March> CBR Review: As expected, rate left unchanged> Rosneft seeks to deleverage, initiates a buyback> Surgutneftegaz cash balance breaks $1...
- Maria Sukhanova
- Svetlana Sukhanova
Wire Tap - E-Commerce and Other News
The focus of the fifth edition of Wire Tap is the fragmented e-commerce market and its imminent consolidation. We also touch on fresh internet usage data from Mediascope, the Federal Telecommunications Inspection Service's blocking a number of Google's IP addresses, OK's user growth, the penetration of Yandex.News, details on the Yarovaya law, Russia's 5G auctions, telecom churn, MVNOs and the penetration of carriers' mobile video and music services in their subscriber bases.
- Andrew Keeley
- Andrey Krylov
- Igor Vasilyev
- Julia Gordeyeva
- Mikhail Krasnoperov
- Svetlana Sukhanova
Sberbank CIB Ivanov Consumer Confidence Tracker. April 2018 - Shopping...
We continued to track the Ivanovs' savings and spending patterns, as well as their perceptions, to get an indication of how entire sectors and individual companies are performing and might perform in the future. We also looked at competition among Russia's public food retailers.
OKEY O KEY GROUP
AFLT AEROFLOT RUSSIAN AIRLINES
DIXY DIXY GROUP OJSC
MGNT MAGNIT PJSC
LNTA LENTA INTERNATIONAL 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
SVAV SOLLERS
5M71 MAGNIT PJSC SPONSORED GDR REGS
3LSA LSR GROUP (GDR)
PIK GROUP GDR
DSKY DETSKY MIR
PYATY X5 RETAIL GROUP
OBUV OR PSJC
MBT MTS
- Alexander Kudrin
- Cole Akeson
- Maria Sukhanova
- Mikhail Krasnoperov
- Svetlana Sukhanova
CIS Market Daily - April 20, 2018
MARKET COMMENT - MARKETS LOOK UNENTHUSIASTIC, WHILE OPEC+, IMF AND WB MEETThe RTS's recent recovery took a pause with a 0.1% slip to 1,154 yesterday. Markets look a bit soft globally this morning after a weak US session, though catalysts are few and far between. The OPEC+ monitoring committee meeting, continuing IMF and World Bank meetings in DC, and a number of scheduled Russian corporate events are on today's agenda.STORIES> Government finalizes Yarovaya law data storage requirements> Kcell Bo...
- Alexander Kudrin
- Alexander Sychev
- Alexey Bulgakov
- Alisa Zakirova
- Ekaterina Sidorova
- Maria Sukhanova
- Svetlana Sukhanova
Долговые рынки ÑÐµÐ³Ð¾Ð´Ð½Ñ - 20 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018
РЫÐОК Ð’ÐЕШÐЕГО ДОЛГРСТРÐРСÐГДинамика роÑÑийÑких Ñуверенных выпуÑков была разнонаправленной. Лучше рынка выглÑдел выпуÑк РоÑÑиÑ-29, который Ð²Ñ‹Ñ€Ð¾Ñ Ð² цене на 0,2 п. п. до 96,7% (4,8%, Z+182). Сильнее прочих выпуÑков Ñегмента подешевели РоÑÑиÑ-47, ÑнизившиÑÑŒ на 0,5 п. п. до 97,1% (5,4%, Z+247).ГОСУД...
- Alexander Kudrin
- Alexander Sychev
- Alexey Bulgakov
- Alisa Zakirova
- Ekaterina Sidorova
- Maria Sukhanova
- Svetlana Sukhanova
Debt Markets Today - April 20, 2018
CIS EUROBOND MARKETRussian sovereign Eurobonds showed a mixed dynamic yesterday. Outperforming the market was the Russia 29, which climbed 0.2 pp to 96.7% (YTM 4.8%, Z-spread 182 bps). The Russia 47 was the underperformer, dropping 0.5 pp to 97.1% (YTM 5.4%, Z-spread 247 bps). GOVERNMENT DEBTDemand from Asian investors for OFZs with maturity in 8-15y continued to be seen yesterday. Yields on these issues moved 6-9 bps lower. Local demand was the predominant factor in other issues, which closed 3...
- Alex Fak
- Alexander Kudrin
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Maria Sukhanova
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
CIS Market Daily - April 12, 2018
MARKET COMMENT - SHARP SWINGS IN THE MARKET ON TRUMP, MNUCHIN COMMENTS An intraday gain on the RTS turned to a decline after a tweet from US President Donald Trump warning of missile strikes in Syria – which, since then, appears to have been premature. On the positive side, reassurance from Treasury Secretary Steven Mnuchin that the US is not eager to sanction Russian sovereign debt has lifted sentiment heading into this morning’s open. STORIES > Russian prices rise 0.1% last week > Novatek...
- Alex Fak
- Alexander Kudrin
- Andrey Kuznetsov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Maria Sukhanova
- Rodion Lomivorotov
- Sergei Konygin
CIS Market Daily - 12 Ð°Ð¿Ñ€ÐµÐ»Ñ 2018
КОММЕÐТÐРИЙ И ПРОГÐОЗ - МЕЖДУ ТРÐМПОМ И ÐœÐУЧИÐЫМ РоÑÑ‚ индекÑа РТС вчера в течение Ð´Ð½Ñ ÑменилÑÑ Ð¿Ð°Ð´ÐµÐ½Ð¸ÐµÐ¼ поÑле заÑÐ²Ð»ÐµÐ½Ð¸Ñ Ð”Ð¾Ð½Ð°Ð»ÑŒÐ´Ð° Трампа в ÑоцÑети Twitter о готовÑщихÑÑ Ñ€Ð°ÐºÐµÑ‚Ð½Ñ‹Ñ… ударах по Сирии. Ð—Ð°Ð²ÐµÑ€ÐµÐ½Ð¸Ñ Ð¼Ð¸Ð½Ð¸Ñтра финанÑов СШРСтивена Мнучина об отÑутÑтвии ÑÑ‚Ñ€ÐµÐ¼Ð»ÐµÐ½Ð¸Ñ Ð²Ð²ÐµÑти Ð...
- Alexander Kudrin
- Cole Akeson
- Irina Lapshina
- Maria Sukhanova
- Nikolay Minko
- Svetlana Sukhanova
CIS Market Daily - March 21, 2018
MARKET COMMENT - FED, THE DIGITAL ECONOMY AND OIL IN FOCUS TODAY Russia outperformed peers yesterday on a day of decently positive global risk sentiment and a surge in oil prices. Global and Russian market highlights expected today include the Fed’s hike forecast for this year, an EU proposal to tax digital companies, oil data and Lukoil’s results ahead of its Friday investor day. STORIES > CBR Preview: CBR set to cut another 25 bps > Polyus capital markets day: Running at full speed > Russ...
- Alexander Kudrin
- Cole Akeson
- Irina Lapshina
- Maria Sukhanova
- Nikolay Minko
CIS Market Daily - 21 марта 2018
КОММЕÐТÐРИЙ И ПРОГÐОЗ - СЕГОДÐЯ Ð’ ЦЕÐТРЕ Ð’ÐИМÐÐИЯ - ФРС, "ЦИФРОВÐЯ ÐКОÐОМИКÐ" И ÐЕФТЬ По итогам вчерашней торговой ÑеÑÑии РоÑÑÐ¸Ñ Ð¾Ð¿ÐµÑ€ÐµÐ´Ð¸Ð»Ð° аналоги Ð±Ð»Ð°Ð³Ð¾Ð´Ð°Ñ€Ñ Ð¿Ð¾Ð·Ð¸Ñ‚Ð¸Ð²Ð½Ð¾Ð¼Ñƒ глобальному фону и роÑту цен на нефть. Ð¡ÐµÐ³Ð¾Ð´Ð½Ñ Ð¾Ð¶Ð¸Ð´Ð°ÑŽÑ‚ÑÑ Ð¾Ñ†ÐµÐ½ÐºÐ° Федрезервом перÑпектив в чаÑти повышени...
- Maria Sukhanova
- Svetlana Sukhanova
РоÑÑийÑкие операторы Ñотовой ÑвÑзи - К...
ПоÑле того как МТС и МегаФон предÑтавили Ñвои прогнозы на 2018 год, различие между компаниÑми по профилю риÑков, на которое мы обращали внимание в ÑнварÑком обзоре ("РоÑÑийÑкие операторы мобильной ÑвÑзи: МТС привлекательнее, чем МегаФон, Ñ Ñ‚Ð¾Ñ‡ÐºÐ¸ Ð·Ñ€ÐµÐ½Ð¸Ñ Ñ€Ð¸Ñков"), Ñтало Ñвным. ОÐ...
- Alex Fak
- Alexander Kudrin
- Andrew Keeley
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Maria Sukhanova
- Mikhail Krasnoperov
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
- Tom Levinson
- Valery Nesterov
CIS Market Daily - March 20, 2018
MARKET COMMENT - SLUGGISH MARKETS AMID US VOLATILITY SPIKE Investors were risk-averse yesterday amid negative headlines for the US and in global tech stocks. Russia suffered along with EM peers on the back of a market retreat and higher volatility. Things seem to be settling down this morning, and we expect markets to absorb Chinese, US and Saudi developments. STORIES > Putin wins new term - what are the next steps? > Russian industrial production rises 1.5% y-o-y in February > Ukraine's new ce...
- Alexander Kudrin
- Alexander Sychev
- Alexey Bulgakov
- Alisa Zakirova
- Anton Stroutchenevski
- Artem Vinogradov
- Ekaterina Sidorova
- Maria Sukhanova
- Nikolay Minko
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
- Tom Levinson
Debt Markets Today - March 20, 2018
CIS EUROBOND MARKET Selling dominated in Russia’s sovereign Eurobond market yesterday. Underperforming the market were the Russia 42 and 43, which shed 0.6 pp apiece. The new sovereign issue maturing in 2029 jumped 0.75 pp at the open on its first day of trading but then retraced back to the placement level by the close. GOVERNMENT DEBT Trading in the OFZ market yesterday was cautious with Wednesday’s Fed decision and Friday’s CBR decision both looming on the horizon. Trading activity wa...
- Alex Fak
- Alexander Kudrin
- Andrew Keeley
- Andrey Krylov
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Maria Sukhanova
- Mikhail Krasnoperov
- Rodion Lomivorotov
- Sergei Konygin
- Valery Nesterov
- Yuri Popov
CIS Market Daily - 20 марта 2018
КОММЕÐТÐРИЙ И ПРОГÐОЗ - РЫÐКИ ДЕМОÐСТРИРУЮТ ВЯЛУЮ ДИÐÐМИКУ ÐРФОÐЕ РОСТРВОЛÐТИЛЬÐОСТИ Ð’ СШРИнвеÑторы вчера воздерживалиÑÑŒ от покупок риÑкованных активов в ÑвÑзи Ñ Ð½ÐµÐ³Ð°Ñ‚Ð¸Ð²Ð½Ñ‹Ð¼ новоÑтным потоком из СШÐ, а также неблагоприÑтными ÑообщениÑми о глобальных технологичных ком...
- Alexander Kudrin
- Alexander Sychev
- Alexey Bulgakov
- Alisa Zakirova
- Anton Stroutchenevski
- Artem Vinogradov
- Ekaterina Sidorova
- Maria Sukhanova
- Nikolay Minko
- Rodion Lomivorotov
- Sergei Konygin
- Tom Levinson
- Yuri Popov
Долговые рынки ÑÐµÐ³Ð¾Ð´Ð½Ñ - 20 марта 2018
РЫÐОК Ð’ÐЕШÐЕГО ДОЛГРСТРÐРСÐГ Ðа рынке Ñуверенных еврооблигаций доминировали продажи. Хуже рынка закрылиÑÑŒ РоÑÑиÑ-42 и РоÑÑиÑ-43, потерÑв по 0,6 п. п. Ðовый Ñуверенный выпуÑк Ñ погашением в 2029 году в первый день торгов открылÑÑ Ð½Ð° 0,75 п. п. выше, однако к закрытию опуÑтилÑÑ Ðº уро...
- Aleksey Ryabushko
- Alexander Kudrin
- Andrew Keeley
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Igor Vasilyev
- Irina Lapshina
- Julia Gordeyeva
- Kirill Plastinin
- Maria Sukhanova
- Rodion Lomivorotov
- Sergei Konygin
- Svetlana Sukhanova
CIS Market Daily - March 14, 2018
MARKET COMMENT - DMS IN RETREAT YESTERDAY WHILE UK, US POLITICAL EVENTS IN FOCUS Russia performed in line with EM peers, indexes edging up slightly yesterday. DM markets were weaker, with US political events widely blamed, though we think a return to a more normal volatility and lack of positive catalysts are a better explanation. Today’s potential highlights for global and Russian markets include the UK response to the Skripal poisoning, weekly oil data and major ECB speeches. STORIES > Russ...
- Aleksey Ryabushko
- Alexander Kudrin
- Andrew Keeley
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Elena Tsareva
- Igor Vasilyev
- Irina Lapshina
- Julia Gordeyeva
- Kirill Plastinin
- Maria Sukhanova
- Rodion Lomivorotov
- Sergei Konygin
CIS Market Daily - 14 марта 2018
КОММЕÐТÐРИЙ И ПРОГÐОЗ - Ð ÐЗВИТЫЕ РЫÐКИ ВЧЕРРОТСТУПÐЛИ; Ð’ÐИМÐÐИЕ ИÐВЕСТОРОВ ПРИКОВÐÐО К ПОЛИТИЧЕСКИМ СОБЫТИЯМ Ð’ ВЕЛИКОБРИТÐÐИИ И СШРРоÑÑÐ¸Ñ Ð²Ñ‡ÐµÑ€Ð° торговалаÑÑŒ на уровне аналогов: фондовые индекÑÑ‹ развивающихÑÑ Ñ€Ñ‹Ð½ÐºÐ¾Ð² незначительно подроÑли. Развитые рынки ушли вниз, приÑ...
- Maria Sukhanova
- Svetlana Sukhanova
РоÑÑийÑкие операторы мобильной ÑвÑзи ...
Ð’ понедельник МегаФон предÑтавил обновленную линейку пакетных тарифов в МоÑкве. ПомеÑÑÑ‡Ð½Ð°Ñ Ð°Ð±Ð¾Ð½ÐµÐ½Ñ‚ÑÐºÐ°Ñ Ð¿Ð»Ð°Ñ‚Ð° в оÑновном оÑталаÑÑŒ без изменений, однако объем данных, включенных в тарифы, был увеличен на 25-100%. По нашему мнению, Ñтот шаг был Ñделан Ð´Ð»Ñ ÑÐ¾Ñ…Ñ€Ð°Ð½ÐµÐ½Ð¸Ñ Ñ€Ñ‹Ð½Ð¾Ñ‡Ð½Ð¾Ð¹ доÐ...
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