10-October-2024 Thursday
Sberbank reported for September 2024 - retail lending slowed down, deductions to reserves increased, but exchange rate differences came to the rescue!
09-October-2024 Wednesday
Oil and gas revenues in September 2024 — production cuts/raw material prices affect earnings. Damping payments in the deepest minus for the year
08-October-2024 Tuesday
Gazprom situation: taxes have decreased, debt burden is still high, investments will increase in 2025, dividends are not in sight
30-September-2024 Monday
Global steel production in August 2024 - a significant decline due to the construction crisis in China, in Russia for 5 months in a row minus
11-September-2024 Wednesday
Oil and Gas Revenues in August 2024 — MET Increased Amid Declining Oil Production. Refinery Load Increased Damping Payments
09-September-2024 Monday
Gazprom reported for the first half of 2024 - "excellent" results were shown thanks to the consolidation of Sakhalin Energy, dividends are in question!
04-September-2024 Wednesday
Rosneft reports for the first half of 2024 — dividend base grows, operating profit for the first half of the year is a record. Investments in Vostok Oil continue
03-September-2024 Tuesday
LUKOIL reported for the first half of 2024 - the company continues to generate increased FCF, which entails hefty dividends. Will there be a buyback?
02-September-2024 Monday
Tatneft reported for the first half of 2024 — having increased operating profit and reduced CAPEX, earned a record FCF for the half-year. Counting dividends
23-August-2024 Friday
When the RGBI index decreased, the Ministry of Finance again resorted to a floater, but the revenue was too small, there was no premium in the issues!
19-August-2024 Monday
NOVATEK reported for the first half of 2024 - net profit increased by 2 times, but there is one caveat. First shipments from Arctic LNG-2, prospects?
13-August-2024 Tuesday
PhosAgro reported for the first half of 2024. — the debt burden increases, and export duties eat into FCF. Does dividend make sense?
29-July-2024 Monday
Global steel production continues to recover in June 2024, helped by China. Production in Russia is in the red for 3 months in a row
11-July-2024 Thursday
Oil and gas revenues decreased in June 2024, affected by a reduction in raw material production. Damper payments reduced due to lower crack spreads
06-July-2024 Saturday
PhosAgro shareholders approved final dividends for 2023. and for the first quarter 2024 — dividends will be paid in debt. Export duties are to blame
11-June-2024 Tuesday
Oil and gas revenues in May 2024 are MET higher than last month, which is strange given the voluntary reduction in oil production. Damper payments in +