MICEX Reviewed Russian Equity and Bond Indices (21-25 January, 2013)
OREANDA-NEWS. January 31, 2013. Over the week of January 21 - 25, 2013 the Moscow Exchange Indices reflected the positive trend on the Russian stock market. The MICEX Index was up 0.23% to 1,544.02 (1,540.55 as of January 18, 2013) and the dollar-denominated RTS Index grew by 0.96% to 1,618.84 (1,603.50 as of January 18, 2013).
The US dollar depreciated by 0.59% against the ruble last week.
The stock market volatility decreased last week with the Russian Volatility Index falling by 1.49% to 19.90 (20.20 as of January 18, 2013).
Last week most of the key economic sectors represented on the Russian stock market behaved positively. The largest upturn was reported by the chemicals with the relevant sector index rising by 1.60%. A significant increase was also shown by the consumer goods and retail sectors and financials with the relevant sector indices being up 1.52% and 1.48% respectively. The downturn was reported by the metals and mining (-2.64%).
The MICEX Innovation Index lost 1.67% to 492.55 (500.92 as of January 18, 2013).
The RTS Standard Index, the blue chip index, increased by 0.22% to 10,496.04 (10,473.05 as of January 18, 2013).
The ruble-denominated MICEX SC Index depreciated by 0.21% to 3,624.28 (3,631.74 as of January 18, 2013). The dollar-denominated RTS-2 Index gained 2.58% reaching 1,681.93 (1,639.59 as of January 18, 2013).
MICEX & RTS Indices, the main indices of the Moscow Exchange
Over the week of January 21 - 25, 2013 the Moscow Exchange Indices reflected the positive trend on the Russian stock market. The MICEX Index was up 0.23% to 1,544.02 (1,540.55 as of January 18, 2013) and the dollar-denominated RTS Index grew by 0.96% to 1,618.84 (1,603.50 as of January 18, 2013).
At the end of the week the MICEX Index was 4.78% higher than a month ago (1,473.53 as of December 25, 2012) and 3.02% higher than a year ago (1,498.79 as of January 25, 2012). The RTS Index was 6.94% higher than a month ago (1,513.74 as of December 25, 2012) and 5.54% higher than a year ago (1,534.14 as of January 25, 2012).
Last week's increase of the RTS Index was accompanied by the decrease of volatility levels, when the Russian Volatility Index RTSVX was down 1.49%.
The most positive impact on the MICEX Index was mainly due to the rising prices for ordinary shares of Rosneft (+0.22%), Surgutneftegas (+0.10%) and VTB Bank (+0.04%).
Trading volume of securities included into the Moscow Exchange Indices' list of constituents amounted to RUB 106.71 billion, and the market capitalization of the Indices' constituents amounted to RUB 21, 303.70 billion.
At the end of the week, 29 constituents of the MICEX Index list were pushing the Index up (+0.67%), while 21 securities behaved negatively (-0.44%).
On the sector level, the major positive impact was made by the oil & gas sector (+0.23%) and the finance (+0.07%).
The oil & gas sector accounted for 50.09% of the MICEX Index total capitalization. The other large-weight sectors were the finance (19.24%) and the metals & mining (9.87%).
For the week of January 21 - 25, 2013 the ruble- denominated RTS Standard Index, the blue-chip Index, showed a positive trend.
The RTS Standard Index was up 0.22% to 10,496.04 (10,473.05 as of January 18, 2013). At the end of the week the RTS Standard Index was 3.70% higher than a month ago (10,121.21 as of December 25, 2012) and 2.10% higher than a year ago (10,279.66 as of January 25, 2012).
At the end of the week, 8 out of 15 securities included into the index were pushing the RTS Standard Index up (+0.65%), while 6 shares behaved negatively (-0.43%). The prices of one constituent stock remained unchanged.
The most positive impact on the RTS Standard Index was mainly due to the rising prices for ordinary shares of Rosneft (+0.29%) and Surgutneftegas (+0.12%).
The most negative impact was due to the falling prices for ordinary shares of GAZPROM (-0.26%) and Uralkali (-0.09%).
The oil & gas sector accounted for 54.54% of the blue chips index total capitalization. The other large- weight sectors were the finance (23.73%) and the metals & mining (8.70%).
For the week of January 21 - 25, the ruble- denominated MICEX SC Index depreciated by 0.21% to 3,624.28 (3,631.74 as of January 18, 2013). The dollar- denominated RTS-2 Index gained 2.58% reaching 1,681.93 (1,639.59 as of January 18, 2013).
At the end of the week the MICEX SC Index was 9.16% higher than a month ago (3,320.09 as of December 25, 2012) and 0.57% lower than a year ago (3,645.20 as of January 25, 2012).
The RTS-2 Index was 9.95% higher than a month ago (1,529.67 as December 25, 2012) and 6.96% higher than a year ago (1,572.53 as of January 18, 2012).
At the end of the week, 28 out of 50 securities included into the RTS-2 Index constituent list were pushing the Index up (+3.04%), while 18 securities behaved negatively (-0.46%). The prices of 4 constituent stocks remained unchanged.
The most positive impact on the RTS-2 Index was mainly due to the rising prices for ordinary shares of Kvadra (+0.59%) and Synergy (+0.38%).
The most negative impact was due to the falling prices of AVTOVAZ (-0.09%) and Irkutskenergo (-0.08%).
The most positive impact on the second-tier indices was mainly due to the rising prices for securities of the electric utilities (+0.95%) and the finance (+0.64%).
The electric utilities sector accounted for 42.48% of the RTS-2 Index total capitalization. The other large- weight sectors were the industrials (12.32%) and the chemicals (11.19%).
Debt Market
The Russian Government Bond Index (RGBI. total return) was up 0.34% to 139.66 last week (139.19 points as of January 18, 2013). The yield to maturity of the securities being the part of the calculation formula was down 9 basis point to 6.32%.
The Municipal Bond Index (MICEX MBI TR. total return) showed the positive trend and reached 167.69 growing by 0.17% (167.41 as of January 18, 2013).
The total return value of the MICEX Corporate Bond Index (MICEX CBI TR) was up 0.36% to 226.70 points.
The conservative investment strategy tracking the last week's pension index could have resulted in a gain of 0.25% per week. The aggressive investment strategy based on the pension index could have brought a profit of 0.26% per week.
The bond overnight repo rate was up 2 basis point (from 5.76% to 5.78%).The equity overnight repo rate was down 13 basis points and equaled 5.61%.
For the week of January 21 - 25, 2013 the total trading volume in index futures and options on the Moscow Exchange Derivatives Market equaled RUB 435.34 billion or 4.51 million contracts.
Last week's trading volume for the most liquid contract on FORTS, futures contract on the RTS Index, amounted to RUB 396.73 billion or 4.11 million contracts.
The RTS Index futures contract traded in backwardation last week. By the end of the week the RTS Index gained 0.96%, while the March and December futures contracts up 0.83% and 0.88% respectively.
The total investor's open interest measured in RTS Index futures decreased by 0.62%.
During the week the trading volume in futures contract on the MICEX Index was RUB 1.84 billion or 11.94 thousand contracts. Open interest in the MICEX Index futures increased by 0.45%.
Trading volume in options on RTS Index futures totaled RUB 36.29 billion or 385.56 thousand contracts last week. Open interest of RUB 82.63 billion or 909.19 thousand contracts was fixed. Put options made up 51.50% of the total open interest for these contracts. The 155.000 strike calls and 150.000 strike puts had the highest open interest.
The total investors' open interest measured in options on the RTS index futures increased by 21.46%.
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