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
30-April-2024 Tuesday
Inflation in April - the monthly rates of last year will definitely be exceeded; we are unlikely to reach the regulator’s final goal for inflation!