NEWS / INVESTMENT EVENT
"Gold prices have risen above $2,100 per ounce for the first time in three months."
The expectation of easing the Fed's monetary policy and an increase in the degree of confrontation between Russia and NATO...
Recent changes
Since our last the report dated 08/16/2023 the company's shares in gold fell by 9.4%. This could bring up to 18.9% per annum to those who shared our opinion with us.
The decline in the company's revenue in 2023...
Greed/fear index
The main economic event on Friday was the publication of data on the index of business activity in the US manufacturing sector from the Institute of Supply Management (ISM) for February. The forecast assumed that...
NEWS / INVESTMENT EVENT
"Gasoline reserves decreased by 2.83 million barrels (forecast: -1.46 million barrels) to 251.614 million."
The aggravation in the Middle East and the growth of verbal confrontation between Russia and NATO are...
Recent changes
Since our last the report dated 08/14/2023 the company's shares in gold fell by 24.7%. This could bring up to 59.9% per annum to those who shared our opinion with us.
The company's revenue growth rate for 2023...
Greed/fear index
The main economic event on Thursday was the publication of data on the basic and general price index of personal consumption expenditures for January. It was expected that the growth of the base index in annual terms...
NEWS /INVESTMENT EVENT
Historically, Norilsk Nickel has one of the lowest nickel production costs in the world. The ability to work and earn in the new conditions with low prices is beyond doubt, unlike more than 50% of nickel producers...
Greed/fear index
The main economic event on Wednesday was the publication of revised preliminary data on the dynamics of US GDP in the 4th quarter. The forecast assumed that GDP would grow by 3.3% in annual (quarterly growth x4)...
NEWS / INVESTMENT EVENT
"The US Department of Energy expects an increase in spot gas prices in the country in 2024-2025"
Extremely low gas prices encourage consumers in the United States to use more environmentally friendly gas...
Recent changes
Since our last the report dated 08/09/2023 the company's shares in gold fell by 25.2%. This could bring up to 60.7% per annum to those who shared our opinion with us.
The company's revenue for the last 12 months ended...
Greed/fear index
The main economic event on Tuesday was the publication of data on the CB consumer confidence index for February. The forecast assumed that the index would decrease from 114.8 in January to 114.0 in February. Here's...
NEWS / INVESTMENT EVENT
"Now more than 60% (according to MMK estimates) of nickel production in the world is unprofitable at the cash cost level. We see how companies are gradually taking steps to close unprofitable production...
Greed/fear index
The main economic event on Monday was the publication of revised data on the number of construction permits issued in the United States in January. The forecast assumed that it would decrease from 1,493 thousand in...
NEWS / INVESTMENT EVENT
"Cherkizovo's Board of Directors recommended paying dividends for 2023"
High product quality and advantageous conditions for doing agribusiness in Russia (cheap energy, subsidies, preferential loan rates,...
Recent changes
Since our last the report dated 08/07/2023 the company's shares in gold fell by 6.3%. This could bring up to 12.1% per annum to those who shared our opinion with us.
The decline in the company's revenue growth rate...
Greed/fear index
The main economic event on Friday was Waller's comment from the Fed that he was in no hurry to cut rates. Many Fed members have previously supported this view, citing concerns about sustained inflation and strength...
NEWS / INVESTMENT EVENT
"Ozon announces preliminary operating results for 2023: turnover exceeded 1.7 trillion rubles, adjusted EBITDA is positive"
Ozon's sales are growing at almost double-digit rates every year, despite the growing...
Greed/fear index
The main economic event on Thursday was the publication of preliminary data on the business activity index (PMI) in the US services sector for February. The forecast suggested that it would decrease from 52.5 points...
NEWS / INVESTMENT EVENT
"EU ambassadors have agreed on the 13th package of sanctions against Russia"
Banks in partner countries are increasingly refusing to work with counterparties from Russia, which leads to difficulties, including...
Greed/fear index
The main economic event on Wednesday was Nvidia's good Q4 report. Stocks failed to overwrite recent highs, keeping the possibility of further declines, but pulled all major indexes. Despite this, the Fed minutes...