Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "CIAN's profit for the 1st quarter of 2024 increased 3.5 times compared to the 1st quarter of 2023 and amounted to 743 million rubles." "CIAN will formulate a dividend policy after the completion of the restructuring"...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Wednesday was the publication of preliminary data on the business activity index (PMI) in the US services sector for July. The forecast assumed that it would decrease from 55.3 points in June to...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Tuesday was the publication of data on sales in the secondary housing market in the United States for June. The forecast assumed that sales would decrease from 4.11 to 4.00 million units. Here's...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "Transneft's net profit according to RAS fell 2.4 times in the first half of the year" "Transneft's 1.5 trillion rubles investment program in the next 5 years" The growth of the investment component may put pressure...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Monday was the traditional lack of news. Under these conditions, investors returned to rising mega-cap stocks, which helped the S&P 500 and Nasdaq indexes recover from their worst weekly...
Financial Market Analysis & Investment Research
Conclusions Latvia is a member of the European Union, which allows it to gain significant advantages in trade relations. The consequence of this is the dependence of the country's economy on the service sector, which is reflected by a deep...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "China's PMI indicator is below 50 for the second month in a row" The lack of concrete signals for the adoption of measures to stimulate the Chinese economy following the results of the third plenum of the CPC causes...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Friday was the chaos associated with a global technical software glitch, which added uncertainty to an already anxious market. Technological disruptions disrupted operations in many industries,...
Financial Market Analysis & Investment Research
Conclusions In terms of the share of the public sector in the economy (39.3%), Belarus is very similar to Russia with its 40.6%. But unlike Russia, Belarus has always kept enterprises in state ownership and supported them in market...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "Completion of a preferential mortgage and the Central Bank rate" The completion of a preferential mortgage at the same time as the growing trend for rate increases will significantly reduce the number of mortgage...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Thursday was the publication of the Philadelphia Federal Reserve's index of manufacturing activity in July. The forecast assumed that it would grow from 1.3 points in June to 2.7 in July. Here's...
Financial Market Analysis & Investment Research
AFK Sistema – many businesses, many debts NEWS/INVESTMENT EVENT "Refinancing debt at high rates" "Tax increases will increase pressure on subsidiaries" Historically, the high debt burden, low profitability and dividend payments indicate a...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Wednesday was the publication of preliminary data on the number of construction permits issued in the United States for June. The forecast assumed that it would grow from 1,399 thousand in May to...
Financial Market Analysis & Investment Research
Conclusions Kazakhstan's economic structure is very similar to Russia, with the only difference that the share of the public sector in the economy of Kazakhstan is only 23.3%, whereas in Russia it is 40.6%. The absence of pressure from the...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "YUGK plans to increase gold production by 20-30% in 2024" "Funds from the SPO are directed to reduce the debt burden of the company" The results of the company's investment activities are planned to be seen this...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Tuesday was the publication of the basic index of retail sales in the United States for June. The forecast assumed that the volume of retail sales in the United States, excluding cars, would grow...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "The largest tax reform has begun in Russia" "Ozon has agreed to develop logistics in three regions at once" As a result of the tax reform, the purchasing power of the population may decrease significantly, as goods...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Monday was a comment by Federal Reserve Chairman Jerome Powell. The Fed chairman said that recent inflation data strengthened the Fed's confidence in reducing inflation, which led to an increase...
Financial Market Analysis & Investment Research
We are starting a series of publications on the countries of the former USSR describing their markets, key economic indicators, their political systems and alliances. This table will serve as the basis for our publications. It perfectly...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 12/22/2023 of the year, the company's shares in gold fell by 6.0%. This could bring up to 11.9% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...
