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
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
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
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
02-May-2024 Thursday
The Ministry of Finance once again marked the classics; after the auctions, profitability soared. The high key rate may remain until the end of the year
27-April-2024 Saturday
MMK reported for the first quarter. 2024 - we note growth in financial terms. indicators, but CAPEX eats up FCF, div. profitability is unlikely to be double digit
26-April-2024 Friday
VTB reported for the first quarter. 2024 — profit decreased compared to last year, but in March the same amount was earned as in January-February
25-April-2024 Thursday
Tatneft has decided on the final dividends for 2023; they will pay in debt, because the FCF has been spent. But the dividend yield is impressive
24-April-2024 Wednesday
The Ministry of Finance will fill the debt market with only classics, the share of floaters in the regulator’s portfolio is 50%, and this is a risk for the budget
23-April-2024 Tuesday
Inflation in mid-April - the pace has accelerated, we are unlikely to meet the regulators’ target, there are too many pro-inflationary factors
22-April-2024 Monday
Net profit of the banking sector in March 2024 - we record a decrease relative to the previous month and year, but the main thing is the decrease in ROE
18-April-2024 Thursday
NLMK reported for 2023 — net profit has increased, but there are questions about this. The main driver is dividends, I warned you about them
17-April-2024 Wednesday
NCSP reported for 2023 — net profit decreased compared to last year, but not everything is so simple. Calculating future dividends
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
09-April-2024 Tuesday
The volume of the National Welfare Fund increased in March, thanks to the stock market, or more precisely, the prices of shares and gold. We note increased spending on fund investments
30-March-2024 Saturday
The net profit of the banking sector in February 2024 amounted to 275 billion, recording a decrease relative to the previous month and year
27-March-2024 Wednesday
LUKOIL's final dividends upset investors; they paid less than 100% FCF. Apparently, the cash in the accounts is intended for redemption and investment