22-March-2024 Friday
Sold Gazprom, transferring to LUKOIL. Exorbitant CAPEX, excessive taxes and the inability to replenish the supply of raw materials influenced my choice
19-March-2024 Tuesday
Tatneft reported for 2023 — taxes, CAPEX and costs for the purchase of raw materials worsened the financial situation. position. We calculate dividends for the fourth quarter
18-March-2024 Monday
LUKOIL reported for 2023 - a record for net profit. We calculate final dividends, take into account investments and repurchase of shares from non-residents
15-March-2024 Friday
The recalculation of monthly inflation for February is again a surprise from the regulator. Hope for March, where rates are seen to slow
10-March-2024 Sunday
Inflation at the beginning of March continues to decline, but the rate is higher than last year, which means it will be difficult to reach the regulator’s target of 4-4.5%
07-March-2024 Thursday
Oil and gas revenues in February 2024 increased 1.4 times compared to January, but future production cuts threaten the Russian budget
22-February-2024 Thursday
Rosneft reported for 2023 - phenomenal results. A one-time write-off spoiled the fourth quarter, naturally, and the predicted dividend
11-January-2024 Thursday
The price of Urals in December 2023 continued to fall, approaching uncomfortable levels for oil workers and the Russian budget!