reports
EQS-News: Mobile TeleSystems PJSC: MTS Announces Q1 2022 Results
EquityStory.RS, LLC-News: Mobile TeleSystems PJSC / Key word(s): Quarter Results Mobile TeleSystems PJSC: MTS Announces Q1 2022 Results (news with additional features)18.05.2022 / 16:00 MSK The issuer is solely responsible for the content of this announcement. MTS Announces Q1 2022 Results Q1 2022 Consolidated Group Revenue increased 8.5% year-over-year to RUB 134.4 bn. Q1 2022 Group Adjusted OIBDA increased 2.0% year-over-year to RUB 56.5 bn. Q1 2022 Group Net Profit amounted to RUB 3.9 bn. MOSCOW, May 18, 2022 — Mobile TeleSystems Public Joint Stock Company (“MTS” or “the ...
- Research Team
The Rear-View Mirror – EME markets: MSCI EM Europe Index loses half it...
EME Equity Market – March 2022 Market performance – regional benchmarks mostly in the black, despite the MSCI EM Europe Index losing half of its value. Following its decline in February, the MSCI EM Europe Index lost in March as well, declining by 49.5% in EUR terms and 50.1% in USD terms. Russia’s MOEX Index added 13.2% in EUR terms and 9.4% RUB terms (we note that Russian companies’ GDRs are still suspended for trading). The Turkish ISE30 Index added 8.2% in EUR terms and 13.3% in local curren...
PEO BANK POLSKA KASA OPIEKI SA
KER KERNEL HOLDING S.A.
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EXAE HELLENIC EXCHANGES SA
TCELL TURKCELL ILETISIM HIZMETLERI A.S.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
FOYRK FOURLIS HOLDINGS S.A.
GEKTERNA GEK TERNA
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
CCOLA COCA-COLA ICECEK A.S.
CIE CIECH S.A.
ANY ALLAMI NYOMDA
AST ASTARTA HOLDING
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
EEG1T EKSPRESS GRUPP A.S.
AEGN AEGEAN AIRLINES SA
AUG1L AGROWILL GROUP AB
TTKOM TURK TELEKOMUNIKASYON A.S.
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
LWB LUBELSKI WEGIEL BOGDANKA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
POLY POLYMETAL INTERNATIONAL PLC
LVC LIVECHAT SOFTWARE SA
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
PPA PIRAEUS PORT AUTHORITY S.A.
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
ULKER ULKER BISKUVI SANAYI A.S.
EUR EUROCASH S.A.
ECH ECHO INVESTMENT
FMF FAMUR SA
CPS CYFROWY POLSAT SA
POSR POZAVAROVALNICA SAVA
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
GPW WARSAW STOCK EXCHANGE
MTSS MOBILE TELESYSTEMS PJSC
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALRS ALROSA PJSC
DAT DATAWALK SA
ALR ALIOR BANK SA
TCS TCS GROUP HOLDING PLC SPONSORED GDR CLASS A REGS
BANK OF CYPRUS PCL
HB HELLENIC BANK LTD.
WPL WIRTUALNA POLSKA HOLDING SA
SKK SIRMA GROUP HOLDING JSC
BELA JUMBO S.A.
TLV BANCA TRANSILVANIA S.A.
NVTK NOVATEK JSC SPONSORED GDR REGS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
BNET BITTNET SYSTEMS
SNP PETROM S.A.
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
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.
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
A4L ALLTERCO AD
ALPHA ALPHA BANK
EAT AMREST HOLDINGS SE
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
ARNT-R-A ARENATURIST D.D.
TEN TEN SQUARE GAMES
ADKO ADDIKO BANK
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
WINE ALRO SLATINA
4IG PURCARI WINERIES PCL
ONE 4IG NYRT
ONE UNITED PROPERTIES SA
- Anastasia Khakhaeva
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Dmitry Troshin
- Ekaterina Usanova
- Fedor Kornachev
- Georgiy Ivanin
- Konstantin Samarin
- Mikhail Krasnoperov
- Research Team
CIS Market Daily - March 9, 2022
MARKET COMMENT - MOSCOW TRADING REMAINS HALTED WHILE EYES REMAIN ON UKRAINERussian stocks continued to see only slight trading through Russia's long weekend. That will not change today, with the CBR having decided yesterday not to allow Moscow equity trading, continuing the halt since February 25 for a sixth business day.STORIES> How the crisis is evolving> US and UK seeking to embargo Russian oil and gas imports> Gazprom's export flows remain very strong> Rostelecom posts neutral 4Q21 IFRS resu...
- Anastasia Khakhaeva
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Cole Akeson
- Dmitry Troshin
- Ekaterina Usanova
- Fedor Kornachev
- Georgiy Ivanin
- Konstantin Samarin
- Mikhail Krasnoperov
- Research Team
CIS Market Daily - 9 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗСША и Великобритания вводят эмбарго на импорт нефти и газа из России, экспортные доходы Газпрома растут, Ростелеком, HeadHunter, Магнит и М. Видео представили отчетность.НОВОСТИ> Как развивается кризис> США и Великобритания вводят эмбарго на импорт нефти и газа из России> Экспортные доходы Газпрома растут> Ростелеком представил нейтральные результаты за 4К21 по МСФО> Вопрос о погашении облигаций Яндекса и Ozon> HeadHunter: результаты за 4К21 несколько ниже прогнозов, выкуп а...
- Anna Kurbatova
Rostelecom: Rostelecom reports firm 4Q21 results, 2021 DPS at RUB6.0
Rostelecom (RTKM RX; RTKMP RX; N/R) reported solid 4Q21 numbers, which came slightly above consensus estimates on revenue and EBITDA. Incremental mobile revenue growth of RUB3.5bn is still higher than those posted by VEON in Russia (RUB3.2bn), which suggests that Tele2 continues to gain market share. The company had RUB568bn in debt as of end-2021, which is 100% denominated in rubles. Overall, Rostelecom’s 2021 performance came slightly ahead of the company’s guidance. The company expectedly ...
- Research Team
WOOD Daily: OTP HB; MTSS RX; RTKM RX; VKCO LI; AST PW; CDR PW; 4IG HB;...
HEADLINES: • OTP Bank: 4Q21 results largely in line, but near-term outlook very uncertain due to geopolitics • Mobile TeleSystems: 4Q21 results review - OIBDA up 6% yoy, in line with the consensus • Rostelecom: 4Q21 results review - OIBDA up 10% yoy, in line with the consensus • VK: 4Q21 results broadly in line with guidance • Astarta Holding: current operations • CD Projekt: suspension of sales in Russia and Belarus NEGATIVE • 4iG: finalises agreement with Rheinmetall on purchase of 25.12%...
AST ASTARTA HOLDING
EEG1T EKSPRESS GRUPP A.S.
OTP OTP BANK NYRT
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
GPW WARSAW STOCK EXCHANGE
RTKM ROSTELECOM PJSC
MTSS MOBILE TELESYSTEMS PJSC
TRP TERAPLAST
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
4IG 4IG NYRT
- Alisa Zakirova
- Anastasia Khakhaeva
- Ekaterina Sidorova
- Fedor Kornachev
- Igor Rapokhin
- Research Team
- Sergey Kolesnikov
- FRM
Debt Markets Today - March 4, 2022. MTS Posts Neutral 4Q21 IFRS Result...
CIS EUROBOND MARKETThe Russian sovereign Eurobond market remains illiquid, and prices have been flat. Yesterday, S&P downgraded Russia's long-term foreign-currency sovereign credit rating from BBB- to CCC-, a nine-notch downgrade. This followed six-notch downgrades by Fitch and Moody's to their foreign-currency issuer default ratings, to B and B3, respectively. GOVERNMENT DEBTTrading in OFZs once again did not take place yesterday.STORIES> MTS posts neutral 4Q21 IFRS results
- Anastasia Khakhaeva
- Andrey Gromadin
- Cole Akeson
- Dmitry Troshin
- Fedor Kornachev
- Georgiy Ivanin
- Research Team
CIS Market Daily - March 4, 2022
MARKET COMMENT - RUSSIAN MARKETS REMAIN CLOSED, RUSSIA-UKRAINE TALKS CONTINUERussian securities markets remained closed yesterday, while the London Stock Exchange finally suspended trading in Russian GDRs. The RSX ETF fell another 19%. The ruble was quite volatile, plunging to USD/RUB 118 at the beginning of yesterday's trading, and then strengthening to 106 toward the end of the session in the lead-up to the second round of negotiations between Russia and Ukraine. STORIES> MTS posts neutral 4Q2...
- Anastasia Khakhaeva
- Anton Chernyshev
- Cole Akeson
- Dmitry Troshin
- Fedor Kornachev
- Georgiy Ivanin
- Research Team
CIS Market Daily - 4 марта 2022
КОММЕНТАРИЙ И ПРОГНОЗВчера котировки Брент вплотную приблизились к $120/барр., но затем начали снижаться и достигли внутридневного минимума $109,4/барр. на фоне сообщений о том, что Иран, возможно, вскоре подпишет соглашение по ядерной программе. МТС, VK и Global Ports опубликовали результаты за 4К21. Яндекс представил информацию по последним событиям. Segezha Group объявила, что намерена придерживаться дивидендной политики.НОВОСТИ> Цены на нефть стабилизировались на фоне перспектив ядерной сдел...
- Alisa Zakirova
- Anastasia Khakhaeva
- Ekaterina Sidorova
- Fedor Kornachev
- Igor Rapokhin
- Research Team
- Sergey Kolesnikov
- FRM
Долговые рынки сегодня - 4 марта 2022. МТС опубликовали нейтральные ре...
РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГНа российском рынке еврооблигаций ликвидность вчера оставалась низкой, цены практически не изменились. Агентство S&P Global Ratings снизило долгосрочный кредитный рейтинг России по обязательствам в иностранной валюте с ВВВ- до ССС- (на 9 ступеней). Напомним, ранее агентства Fitch и Moody's понизили рейтинги на 6 ступеней - соответственно до В и В3.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИТорги ОФЗ вчера по-прежнему не проводились.НОВОСТИ> МТС опубликовали нейтральные результаты...
EQS-News: Mobile TeleSystems PJSC: MTS Announces Q4 & FY 2021 Results
EquityStory.RS, LLC-News: Mobile TeleSystems PJSC / Key word(s): Annual Results/Quarter Results Mobile TeleSystems PJSC: MTS Announces Q4 & FY 2021 Results (news with additional features)03.03.2022 / 15:00 MSK The issuer is solely responsible for the content of this announcement. MTS Announces Q4 & FY 2021 Results March 3, 2022 FY 2021 Consolidated Group Revenue increased 8.0% year-over-year to RUB 534.4 bn. FY 2021 Group Adjusted OIBDA increased 6.6% year-over-year to RUB 229.4 bn. FY 2021 Group Net Profit increased 3.4% year-over-year to RUB 63.5 bn. MOSCOW, March 3, 2022...
- 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
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Gromadin
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Ekaterina Usanova
- Fedor Kornachev
- Konstantin Samarin
- Mikhail Krasnoperov
- Research Team
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...
- Anastasia Khakhaeva
- Andrew Keeley
- Andrey Gromadin
- Anton Chernyshev
- Anton Stroutchenevski
- Artem Vinogradov
- Arthur Cherkesov
- Cole Akeson
- Ekaterina Usanova
- Fedor Kornachev
- Konstantin Samarin
- Mikhail Krasnoperov
- Research Team
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 вла...
Raiffeisen Research Institutional Equity Daily 25.02.2022
AT: EVN - Q1 21/22 EBITDA in line, net better than expected, EUR 200-240 mn net income guidance confirmed (neutral) AT: IMMOFINANZ - CPI reaches 53.3% stake in IMMOFINANZ (neutral) AT: Rosenbauer - Company intends to increase stake in its American subsidiary (positive) AT: Wienerberger - Divestment of French plastic piping business planned (positive) HR: Ericsson Nikola Tesla - Good performance in Q4 21 at all levels (positive) HR: Hrvatski Telekom - EBITDA margin set to further impr...
ROS ROSENBAUER INTERNATIONAL AG
WIE WIENERBERGER AG
TRNFP TRANSNEFT PJSC PREF.
RTKM ROSTELECOM PJSC
GAZP GAZPROM PJSC
ALRS ALROSA PJSC
HT-R-A HRVATSKI TELEKOM DD
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
COTE CONPET SA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
IIA IMMOFINANZ AG
ERNT-R-A ERICSSON NIKOLA TESLA D.D.
- Research Team
WOOD Daily: RU Technology Monthly; TEL RO; EME Strategy – MSCI; FP RO;...
HEADLINES: • Russian technology: on-the-ground intelligence (HeadHunter, Ozon, QIWI, VK, Yandex) • Transelectrica: lower-than-expected 4Q21 net loss NEGATIVE • EME Strategy: MSCI monitoring Russian equity universe in wake of potential sanctions NEUTRAL • Fondul Proprietatea: NAV per share up 2.4% mom, to RON 2.3161, as of end-January NEUTRAL • Polish banks: Bank Pekao and Bank Handlowy receive P2G Tier 1 capital buffer requirements from KNF • O2 Czech Republic: coverage discontinued • Mobile...
YNDX YANDEX NV CLASS A
QIWI QIWI PLC SPONSORED ADR CLASS B
BHW BANK HANDLOWY W WARSZAWIE S.A.
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
MTSS MOBILE TELESYSTEMS PJSC
TEL C.N.T.E.E. TRANSELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
OZON OZON HOLDINGS
HHR HEADHUNTER GROUP PLC
- Research Team
WOOD Morning (31 January 2022)
HEADLINES: • Greece macro: strong growth, high inflation • Poland macro: NBP President Glapinski reappointed • NLB Banka: 4Q21 results review - solid quarter, with annualised ROE of 15.6% • PGNiG: operating estimates for 4Q21, gas production volumes up 48% • O2 Czech Republic: shares to be withdrawn from trading on Prague Stock Exchange at end-February NEUTRAL • Electrica: looking to contract RON 1.5bn working capital loan for supply • Mobile TeleSystems: New Towers in talks to buy MTS' mo...
RBI RAIFFEISEN BANK INTERNATIONAL AG
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
CIE CIECH S.A.
SISE TURKIYE SISE VE CAM FABRIKALARI A.S.
CPS CYFROWY POLSAT SA
MTSS MOBILE TELESYSTEMS PJSC
TELEC O2 CZECH REPUBLIC A.S.
SNP PETROM S.A.
ELSA SOCIETATEA ENERGETICA ELECTRICA
TNB NLB BANKA
- 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...
MOBILE TELESYSTEMS OJSC reduced its risk exposure resulting in an upgr...
MOBILE TELESYSTEMS OJSC (RU), a company active in the Mobile Telecommunications industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 2 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date January 18, 2022, t...
ROSTELEKOM PAO sees an upgrade to Positive due to a better fundamental...
The general evaluation of ROSTELEKOM PAO (RU), a company active in the Integrated Telecommunications 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 18, 2022, the closing price was R...
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