27-May-2024 Monday
The Ministry of Finance auctions are a complete failure - profitability is growing due to uncertainty over the key rate and the announcement of new OFZ issues
22-May-2024 Wednesday
The state decided for the divas. Gazprom's payment, the right move on non-payment and the expected one. I warned you, telling you about the risks of the company
20-May-2024 Monday
The auctions of the Ministry of Finance did not take place due to the lack of acceptable bids. The announcement of new OFZ issues put everything in its place
17-May-2024 Friday
M.Video-Eldorado Group published operating results for the first quarter. 2024 – we record an increase in indicators. But the low base of 2023 is confusing
06-May-2024 Monday
He did the right thing by transferring from Gazprom to LUKOIL. Gazprom's report for 2023 put everything in its place, the risks only intensified
16-April-2024 Tuesday
The Ministry of Finance continues to fill the debt market with classics, OFZ yields are breaking records. Borrowing from floaters is a risk for the budget, Siluanov said
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
11-March-2024 Monday
The Ministry of Finance continues to fill the debt market with classics, fulfilling its plan for the volume of securities placement. At the same time, it is worth recording a collapse in OFZ
20-February-2024 Tuesday
The Ministry of Finance continues to supply classics to the domestic debt market; OFZ yields have increased slightly after the Central Bank meeting
14-February-2024 Wednesday
The state will help Gazprom finance the main project in Ust-Luga, 900 billion will be allocated from the National Welfare Fund
08-November-2023 Wednesday
Gazprom's taxes are being increased again; the problems with the debt burden will not go away. In such a situation, you should not count on dividends!
21-July-2023 Friday
The Ministry of Finance entered the domestic debt market, but attracted too little funds, even the 11% yield of long OFZs does not help
05-May-2023 Friday
Rosseti CPU recommended final dividends for 2022, investors did not like the size of the payment, apparently they did not take into account some points