17-June-2024 Monday
Inflation at the beginning of June still exceeds the rate of last year. Recalculation of May inflation is a pain for the regulator, the numbers are much higher
14-June-2024 Friday
Transneft reported for the first quarter. 2024 - div. the base is helped by % income. Opera. Profits are not impressive, voluntary oil cuts are ahead
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 +
10-June-2024 Monday
Inflation cannot be stopped in May; the monthly recalculation will be even higher. Beginning of June, the dynamics are still the same, but the regulator left the rate unchanged!
03-June-2024 Monday
At the end of May, inflation was raging, the regulator will raise the rate, and the main question is by how much, it looks like 1% won’t get away with it
28-May-2024 Tuesday
Sovcomflot reported for the first quarter of 2024 - sanctions expectedly spoiled the reporting, but freight prices and the $ exchange rate help the dividend base
24-May-2024 Friday
Inflation in mid-May leaves no chance for the regulator; the rate will be raised. Annual inflation exceeded 8%, the regulator’s target is 4.3-4.8%
13-May-2024 Monday
Ministry of Finance auctions after the break: plan for placement in the second quarter. 1 trillion is difficult to achieve without resorting to additional measures. placements or floaters
10-May-2024 Friday
Inflation accelerated in early May, which was expected. Annual inflation exceeded 7.8%; it is not clear how to reach the regulator’s target of 4.3-4.8%.
09-May-2024 Thursday
Sold to NCSP. Div. the profitability is not impressive, there are no triggers for the share price to increase, in fact, now the “fair” value of the asset
08-May-2024 Wednesday
The volume of the National Welfare Fund increased in April, thanks to stock/gold prices and a decline in investment. Fund in anticipation of dividends from Sberbank - 376 billion rubles