17-October-2024 Thursday
NOVATEK presented operating results for Q3 2024. The first shipments from Arctic LNG-2 have already taken place, we are expecting sales!
16-October-2024 Wednesday
World prices on Aframas in October approached $40 thousand — the same as last year. Ruble devaluation and circumvention of sanctions help Sovcomflot!
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
06-October-2024 Sunday
Freight transportation by rail for September 2024 - the decline in rates continues for a year, the dynamics are similar to the crisis of 2009. There are problems in Russian Railways itself!
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
24-September-2024 Tuesday
NMTP reports for the first half of 2024 - an excellent result against the backdrop of rising tariffs and interest on the piggy bank, but the dividend base is not impressive
19-September-2024 Thursday
Inflation spiral unwinds in September, problems are the same: fuel crisis, stable lending and rising prices for household services
18-September-2024 Wednesday
World prices on Aframas began to recover in September, now above $30 thousand, but the reduction in production/oil prices are hindering Sovcomflot!
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
Aeroflot reported for I part of 2024 - after a loss-making 2023, the company began to generate profit, but not everything is so simple. Dividends?
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!
06-September-2024 Friday
NLMK reported for the first half of 2024 — net profit decreased, but due to the paper factor. The company has a stable financial position and a weighty FCF
05-September-2024 Thursday
By the end of August we are seeing deflation. Consumer demand has finally dropped, but petrol/utility prices continue to rise
05-September-2024 Thursday
VTB reported for July 2024 - profit is declining, ROE is at a catastrophic level. There is no faith in dividends and record profits!
04-September-2024 Wednesday
Transneft reported for the first half of 2024 — we are recording a decrease in operating profit due to low tariff indexation and voluntary reduction in raw materials
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