Recent changes Since our last the report dated 12/20/2023 of the year, the company's shares in gold fell by 9.6%. This could bring up to 15.2% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...
Greed/fear index The main economic event on Thursday was the publication of revised data on the business activity index (PMI) in the US services sector for August. The index was expected to remain unchanged at 55.2 points. Here's what we...
NEWS/INVESTMENT EVENT "OPEC+ is discussing the postponement of the planned increase in oil production from October" Against the background of negative statistical data, oil prices fell to the lows of March 2023. The lack of an increase in...
Greed/fear index The main economic event on Wednesday was the publication of data on the number of job openings in the labor market (JOLTS) in the United States. It was expected that it would decrease from 8184 thousand in June to 8000...
NEWS/INVESTMENT EVENT "The ISM manufacturing PMI on Tuesday showed that manufacturing activity in the United States declined for the fifth month in a row." "Brent crude oil prices fell by 4% due to concerns about weakening demand from...
Recent changes Since our last the report dated 06.11.2023 of the year, the company's shares in gold fell by 15.5%. This could bring up to 22.4% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...
Индекс жадности/страха Главным экономическим событием вторника стала публикация данных по индексу деловой активности в производственном секторе США от института управления поставками (ISM) за август. Вот, что мы писали об этом в прошлом...
NEWS/INVESTMENT EVENT "Surgutneftegaz's net loss in the second quarter amounted to 128.7 billion rubles." "The ruble-dollar exchange rate has hardly changed since the beginning of the year" The dependence of dividends on preferred shares...
The average yield of our short–term recommendations from 05/02/2024 to 09/02/2024 is 164% per annum. In the previous report, for the first 4 months of 2024, the yield was 108%. Why annual payments? Because if the deal was profitable, it is...
Средняя доходность наших краткосрочных рекомендаций с 02.05.2024 по 02.09.2024 года – 164% годовых. В предыдущем отчете за первые 4 месяца 2024 года доходность была 108%. Почему годовых? Потому что, если сделка была прибыльной, то важно...
NEWS/INVESTMENT EVENT "Chinese banks began to reject payments because of Russian names in payment documents" "Russia is preparing changes to the nuclear doctrine" Problems with payments for Russian businesses are becoming more acute, which...
Greed/fear index The main economic event on Monday was the absence of trading on the US stock market in connection with the celebration of Labor Day. This week, investors will be looking forward to the labor market data. The labor report...
Information about Kaspi.kz Joint Stock Company Kaspi.kz Together with its subsidiaries, it provides payments, marketplace and fintech solutions for consumers and sellers in the Republic of Kazakhstan. It operates through three segments: a...
NEWS/INVESTMENT EVENT "Ozon's loss for the first half of the year amounted to 41.14 billion rubles." Ozone continues to generate significant losses, despite the growth of the business and the uniqueness of the service. An endless...
Greed/fear index The main economic event on Friday was the publication of data on the basic and general price index of personal consumption expenditures for July. It was expected that the growth of the base index in monthly terms would...
NEWS/INVESTMENT EVENT "Fed officials are ready to start cutting rates in September" "Net gold imports to China via Hong Kong increased by 17% in July" The regular suppression of crisis phenomena in the economy by printing money (QE)...
Information about Halyk Bank Halyk Bank of Kazakhstan Joint Stock Company together with its subsidiaries provides corporate and retail banking services mainly in the Republic of Kazakhstan, Kyrgyzstan, Georgia and Uzbekistan. It operates...
NEWS/INVESTMENT EVENT "Inflation expectations of the Russian population in August rose to 12.9% from 12.4%" "Problems with settlements with foreign counterparties and the projected tax increase (on a broad front) do not contribute to...
Greed/fear index The main economic event on Wednesday was Nvidia's disappointing quarterly report. Although the company recorded higher-than-expected earnings for the May-July quarter and also announced a $50 billion share buyback, its...
Information about Tallink Group AS Tallink Group, together with its subsidiaries, provides passenger and cargo transportation services by sea in the Baltic Sea. The company operates on the Estonia-Finland, Estonia-Sweden, Finland-Sweden...