Moscow Exchange Group Releases Monthly Market Report
OREANDA-NEWS. The total monthly trading volume on the Moscow Exchange's markets in February was RUB 39.2 tin. The average daily trading volume was RUB 1.96 tln, up 5.6% MoM. Trading in securities, RDRs, and mutual fund units made up 1.8% (RUB 0.7 tln) of the total trading volume, the bond market's share was 2.5% (RUB 0.99 tln), the derivatives market made up 13.5% (RUB 5.3 tln), and the FX and money market accounted for a combined 82.2% (RUB 32.2 tln).
SECURITIES MARKET
(STOCKS, RDRs, AND INVESTMENT FUND UNITS)
The trading volume of stocks totaled RUB 0.7 tln in February. The average daily trading volume was RUB 34.6 bln, down 6.4% MoM. The T+2 sector made up 97.6% of the total secondary market trading volume, the Standard sector accounted for 0.7%, the Classica sector made up 0.1%, and the T0 sector came in at 1.7%. No placements were run on the primary market. The OTC trading volume was RUB 0.7 tln, or 50.3% of the combined value of the secondary market and OTC trades.
The MICEX Index was down 0.67% MoM to 1,444.71 at the end of February from 1,350.17 at the end of January. The dollar-denominated RTS Index was down 2.59% to 1,267.27 from 1,301.02. The cash equity market's capitalisation depreciated 2.7% to USD 680.88 bln from USD 699.62 bln.
The following blue chips weredown in February:
Federal Grid Company ords, by 16.3% (RUB 0.07025 per share),
Rostelecom ords, by 10.5% (RUB 99 per share),
VTB Bank ords, by 7.3% (to RUB 0.04213 per share),
Gazprom ords, by 4.1% (RUB 139.2 per share),
Sberbank ords, by 3.7% (to RUB 91.16 per share),
Lukoil ords, by 1.3% (RUB 1,963 per share),
Rosneft ords, by 0.4% (to RUB 243.95 per share).
The following blue chip shares were up in February:
Surgutneftegas ords, by 1.5% (to RUB 27.35 per share),
Polyus Gold ords, by 2.1% (RUB 719.9 per share), and
Norilsk Nickel ords, by 11.2% (to RUB 5,980 per share).
This month's most traded stocks were Gazprom ords (GAZP) with a turnover of RUB 167.06 bln (22% of the total), followed by Sberbank (SBER) with RUB 146.65 bln (21%), Lukoil (LKOH) with RUB 51.79 bln (8%), Norilsk Nickel (GMKN) with RUB 44.81 bln (6%), and Magnit (MGNT) with RUB 27.97 bln (4%). Other securities' turnover totalled RUB 253.6 bln (36% of the total trading volume).
MARKET FOR CORPORATE, REGIONAL, AND GOVERNMENT BONDS, AND EUROBONDS
The secondary bond market's trading volume totaled RUB 0.99 tln in February. The average daily trading volume was RUB 49.4 bln, up 19.6% MoM. Secondary market turnover in corporate ruble bonds was RUB 438.7 bln (44.4% of the total trading volume). Regional ruble bonds' turnover was RUB 32.9 bln (3.3%), Sovereign ruble bonds saw RUB 384.6 bln (39%), while Eurobonds had RUB 11.9 bln (1.2%). The total volume of new issues placed was to RUB 118.9 bln (12%).
The Russian Government Bond Index (RGBI) fell 0.25% in February to 129.87 (from 130.19 at the end of January). The MICEX Municipal Bond Index (MICEX MBI CP) was down 0.13% to 96.58 (from 96.71). The MICEX Corporate Bond Index was down 0.11% to 92.97 (from 93.07).
DERIVATIVES MARKET
The total value traded on the Moscow Exchange's derivatives market in February was RUB 5.3 tln, or 117 mln contracts. The average daily value was RUB 263 bln, up 19.5% MoM. The total open interest at the end of the month was RUB 660 bln, or15 mln contracts. Index derivatives made up 49% of the total trading volume (RUB 2.6 tln), securities derivatives constituted 5.1% (RUB 0.27 tln), FX derivatives made up 44.2% (RUB 2.3 tln), interest derivatives came to 0.3% (RUB 16.8 bln), and commodity derivatives were 1.4% (RUB 72.2 bln).
FX AND MONEY MARKET
The most traded derivatives in February were the RTS Index futures contract (RTS), with a trading volume of RUB 2.56 tln (48.6% of the total), the USD/RUB FX futures contract (Si) at RUB 2.03 tln (38.6%), the EUR/RUB FX futures contract (Es) at RUB 153.57 bln (2.9%), the EUR/USD FX futures contract (ED) at RUB 117.03 tln (2.2%), and futures on Gazprom ords (GAZ) at RUB 103.5 bln (2%). Other derivatives' turnovers totalled RUB 0.3 tln (5.6%).
The USD and EUR appreciated against the RUB in February. The USD with next day settlement firmed RUB 0.93 (2.7%) to RUB 36.11. The EUR with next day settlement strengthened RUB 2.1 (4.4%) to RUB 49.73 at the end of February.
The FX market's trading volume totaled RUB 17.67 tln* in February. The average daily trading volume was RUB 883.7 bln, up 21.4% MoM. Spot trading reached RUB 6.22 tln, or 35.2% of the total trading volume. Swap operations accounted for 64.8% of the total trading volume (RUB 11.45 tln).
USD/RUB transactions made up 83.4% of the total trading volume, with a total value of RUB 14.74 tln; EUR/RUB came to RUB 2.76 tln (15.6%); EUR/USD totalled RUB 0.15 tln (0.9%), CNY/RUB were RUB 18.2 bln (0.09%), and the dual currency basket's transaction volume came to RUB 2.1 bln (0.01%).
The money market trading volume was RUB 14.5 tln in February. The average daily trading volume was RUB 0.73 tln, up 18% MoM. Interdealer repo transactions totalled RUB 7.4 tln (50.9% of the total trading volume), direct repo with the CBR came to RUB 6.1 tln (42%), credit market volumes were RUB 0.56 tln (3.9%) (including CBR deposit operations of RUB 460 bln, CBR lombard auctions of RUB 0.58 bln, and VEB auctions of RUB 100 bln), Federal Treasury and Pesion Fund deposit operations reached RUB 400 bln (2.7%) and RUB 68.2 bln (0.5%) respectively.
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