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 +
09-June-2024 Sunday
I purchased NLMK and Rosneft for correction, I’ll tell you why. Also the changed budget of the Russian Federation and the reduction of the National Welfare Fund
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
30-May-2024 Thursday
VTB reported for April 2024, profits increased by tens of% compared to 2023, but this is deceptive. We are waiting for the sale of blocked assets
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%
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
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