ATON - Daily Dashboard, Markets at a Glance - Mar 19, 2013.
Industrial Production Continues to Sink
TGK-1 FY12 IFRS Results Below Consensus- Moderately Negative
Special Situations and Small Caps
FESCO Releases Selected Unaudited FY12 IFRS Numbers
Global Ports FY12 IFRS Numbers in Line with Expectations
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MARKETS AT A GLANCE
RUSSIAN MARKETS: PERFORMANCE AND THEMES
MICEX dropped 2.2% yesterday with financials and utilities declining the most. Mail.Ru collapsed 14.6%, VTB dropped 6.8% and InterRAO retreated 5.1%. Meanwhile, Mechel prefs advanced 3.1% and Evraz Plc closed up 0.7%. LMEX
retreated 2.1% with tin (3.2%) and aluminium (2.5%) down the most. The rouble depreciated 0.4% to RUB30.77/$I3/4 Brent futures for May delivery slid 0.3% and have dipped 0.2% this morning to $109.3/bbl. On the corporate front, MTS will announce its 4Q12 US GAAP financials today. This morning Asian markets and S&P futures are on the rise, while oil futures are marginally in the red.
GLOBAL MARKETS: PERFORMANCE AND THEMES
The Nikkei has gained 1.9% and the Hang Seng is up 0.3% as we write after a sharp decline yesterday amid news from Cyprus and increased concerns about a new wave in the Eurozone debt crisis. The S&P 500 dropped 0.6% and the Euro Stoxx 50 retreated 0.7%. The euro depreciated 0.9% to a[logical not] 1.30/$. Today investors will track US housing starts in January (consensus: 919,000I3/4 prior: 890,000) as well as ZEW's index of Germany's current economic situation (consensus: 6.0I3/4 prior: 5.2).
S&P 500. Bestperforming: Telecoms, TechnologyI3/4 Worstperforming: Financials, Oil and Gas
Euro Stoxx 50. Bestperforming: Consumer Discretionary, Consumer StaplesI3/4 Worstperforming: Financials, Hardware Technology
EMERGING MARKETS: PERFORMANCE AND THEMES
The Shanghai Composite has inched up 0.2% and the KOSPI has firmed 0.6% as we write. MSCI EM corrected 1.2% yesterday, while MSCI World dropped 0.9%. Among the key decliners were Russia, the Philippines and China, while Turkey was the best performer in the EM space for the second day in a row.
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|Publication:||Russian Banks and Brokers Reports|
|Date:||Mar 19, 2013|
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