В фокусе — отчет Минэнерго США и заявления Трампа

В фокусе - отчет Минэнерго США и заявления Трампа
—Аналитики ФГ БКС Цены на нефть Brent торгуются выше $52 за барр. в свете сокращения запасов нефти по данным Минэнерго США восьмую неделю подряд, что вернуло на рынки оптимизм. Поддержку Brent также оказывает тропический шторм в Мексиканском заливе. При этом негативным фактором для рынков может стать угроза Дональда Трампа остановить работу правительства и отказаться от Североамериканского соглашения о свободной торговле.

Роснефть: суд частично удовлетворил иск к АФК «Система» – позитивно. Решение суда не учтено рынком и предполагает потенциал роста рыночной капитализации Роснефти примерно на 4% за счет сокращения чистого долга.

Транснефть: апелляционный суд отклонил решение по иску компании к Сбербанку. Положительный исход дела для Транснефти не закладывался рынком в цене, и следовательно решение суда нейтрально. 

Алроса: Минфин хочет поддержать гранильный бизнес – негативно. Мы сомневаемся, что правительство утвердит все предлагаемые меры, особенно слияние Алросы с гранильными компаниями. Тем не менее в случае реализации этого сценария мы видим негативные риски для Алросы.

UC Rusal: прогноз 2К17 по МСФО – продолжение восстановления. Мы ожидаем улучшения финансовых показателей и подтверждаем оптимистичный взгляд на котировки.

Мечел: операционные результаты за 2К17 – ожидаемое восстановление к/к. Результаты оказались нейтральными, восстановление было ожидаемо после слабой динамики показателей в 1К17.

Мечел: 2К17 по МСФО – снижение EBITDA на 22% к/к хуже прогнозов. Финансовые результаты оказались хуже ожиданий, что, однако, не должно существенно отразиться на котировках, поскольку инвесторы уделяют основное внимание текущему росту цен на коксующийся уголь.

Фосагро: дивиденды за 2К17 – доходность всего 1%, 50% чистой прибыли. Мы сохраняем негативный взгляд на акции компании, которые торгуются на завышенном уровне с M2M P/E 15x.

Сбербанк: 2К17 по МСФО – лучше прогнозов за счет динамики доходов. Мы считаем результаты позитивными: чистая прибыль составила RUB 352 млрд в 1П17, и мы видим потенциал превышения прогнозов БКС и консенсуса на 2017 г. (сейчас RUB 649 млрд и RUB 629 млрд соответственно).

АФК «Система»: суд постановил выплатить Роснефти RUB 136 млрд – негативно. Сумма выплаты (RUB 136 млрд, или RUB 14.1 на акцию), установленная судом, превышает уровень, который рынок закладывал в котировки AFKS до решения суда (RUB 95-105 млрд, или RUB 10 на акцию).

В разделе «Мнения» сайта Агентства экономической информации «ПРАЙМ» публикуются материалы, предоставленные аналитиками, трейдерами и экспертами российских и зарубежных компаний, банков, а также публикуются мнения собственных экспертов Агентства «ПРАЙМ». Мнения авторов по тому или иному вопросу, отраженные в публикуемых Агентством материалах , могут не совпадать с мнением редакции АЭИ «ПРАЙМ». Авторы и АЭИ «ПРАЙМ» не берут на себя ответственность за действия, предпринятые на основе данной информации. С появлением новых данных по рынку позиция авторов может меняться.

Представленные мнения выражены с учетом ситуации на момент выхода материала и носят исключительно ознакомительный характер; они не являются предложением или советом по совершению каких-либо действий и/или сделок, в том числе по покупке либо продаже ценных бумаг. По всем вопросам размещения информации в разделе «Мнения» Вы можете обращаться в редакцию агентства: combroker@1prime.ru.

Источник: 1prime.ru

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