Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "The rise in the dollar and oil prices are fueling interest in the company's shares." The revaluation of Surgutneftegaz's foreign exchange savings and high oil prices allowed the company to record a record net...
Financial Market Analysis & Investment Research
Recent changes Since our last The report dated 10/27/2023 the company's shares in gold fell by 15.5%. This could bring up to 39.7% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Friday was Netflix's announcement that the company will stop publishing quarterly data on the number of members and average income per membership starting next year. The company's shares...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "Raw materials for the economy of the XXI century" The process of import substitution in the economy requires high-tech raw materials for the production of components. The products produced by Kazanorgsintez...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "Expectations for a Fed rate cut are less obvious" Strong economic data on the US economy and more stable inflation than previously expected are pushing the Fed to delay a rate cut, which affects the strength...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 11.10.2023 the company's shares in gold fell by 13.3%. This could bring up to 30.4% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for...
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 April. The forecast assumed that it would decrease from 3.2 points in March to 0.8 in...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "The first place in terms of unfinished construction in Russia" The high demand for housing and the constant rise in real estate prices will allow the Airplane company, which owns an impressive land bank and...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Wednesday was the almost complete absence of news. Wall Street indexes fell due to a sharp drop in shares of chip manufacturers following weaker-than-expected earnings from Dutch...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "Stable growth of profit, revenue, and dividends" High oil prices are pushing oil companies to develop new fields. TMK is a leading supplier of pipes for the oil industry, which determines the high demand for...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 09/27/2023 the company's shares in gold fell by 19.2%. This could bring up to 43.7% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Tuesday was the publication of preliminary data on the volume of construction of new homes in the United States for March. The forecast suggested that it would fall from 1,521,000 in...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "Globaltrans IFRS net profit increased by 55% in 2023" Economic growth, high demand for commodities and a special military operation are fueling demand for logistics. Operating one of the largest rolling stock...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Monday was the publication of the basic index of retail sales in the United States for March. The forecast assumed that the volume of retail sales in the United States, excluding cars,...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "The market for new low-tonnage trucks grew by 42% in the 1st quarter of 2024." Reducing competition in the domestic automotive market and government support for automakers will allow Sollers to increase the...
Financial Market Analysis & Investment Research
Recent changes Since our last The report dated 07/19/2023 the company's shares in gold fulfilled their growth target at 8.89 and decreased by 10.3% from it. This could bring up to 78.9% per annum to those who shared our opinion with...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Friday was the publication of the University of Michigan Consumer Sentiment Index, which measures the level of consumer confidence in economic activity. Here's what we wrote about it in...
Financial Market Analysis & Investment Research
NEWS/INVESTMENT EVENT "Expert RA rating Agency has upgraded Aeroflot's credit rating by two steps at once - to the level of giAA" Despite the sanctions, Aeroflot continues to demonstrate revenue growth and provide high-quality...
Financial Market Analysis & Investment Research
Recent changes Since our last In the report dated 07/12/2023 the company's shares in gold fulfilled our minimum reduction target of -64% from the current levels at that time. This goal was fulfilled on 11/27/2023. This implied a drop...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Thursday was expected to be the publication of the basic producer price index (PPI) and the usual producer price index in the United States for March. The growth of the base index was...
