Sector: Developer, builder. Negative information about Samoilot: delay in handing over keys to buyers, poor quality of construction and repair works, lack of effective communication with clients, imposition of advertising and undesirable...
Financial markets often give signals that contradict the usual logic. It would seem that if the price is falling, it means that interest in the instrument is decreasing. But the reality is more complicated. Today in the segment of...
Sector: Financial Corporation. Sistema is facing serious financial problems: the holding's record debt has reached RUB 1.4 trillion, with 42% of the debt to be repaid already this year. Despite revenue growth of 8.4% and a record OIBDA of...
Description In this video, Nicholas shares a long-term investment forecast for several years.You will see: first target levels and key benchmarks; pivot and entry points; nikolay's actual trades and current instruments in his portfolio;...
⚠️ Important: this is not an individual investment recommendation The material has been prepared for analytical purposes only. We consider a personal transaction of Nikolay, the head of the company, as an example of a strategic hedge. 📉...
Sector: Beverages. The company is forced to constantly raise prices for its products due to tight monetary policy and production inflation, which may discourage customers. Serious difficulties with staffing - there is an acute shortage of...
Sector: Oil and gas (exploration, production, refining, marketing). Gazpromneft faced several negative aspects in its financial position and dividend policy. First, the company's net income fell sharply in the first half of 2025. Second,...
Sector: Real estate management and construction. PIK, despite its status as one of the largest developers, faces numerous problems that seriously affect the quality of life of buyers and the reputation of the organization. The financial...
Sector: Sector: Paper packaging production. The company's enormous debt load has reached 118 billion rubles, and it will take about 14 years to repay it. Interest expenses are three times higher than OIBDA, which puts enormous pressure on...
Information about RusHydro PJSC RusHydro is one of the largest Russian energy holdings, a leader in renewable energy production, including hydroelectric, solar, wind and geothermal power generation. The Group unites more than 400 power...
Sector: Financial Corporation. Revenue for the second quarter increased year-on-year by 6.30% to RUB 321.10 billion. Half-year revenue totaled RUB 616.80 billion, up 7.30%. Adjusted OIBDA grew by 3.20% to 94.50 billion rubles. If the...
Global gold XAU/USD outlook: wave structure, deflationary scenario and expectations for 2026-2027 According to the current Elliott Wave Pattern for gold (XAU/USD), the market is in the final stage of the third impulse wave, which is...
Sector: Aerospace and defense industry. Losses: net loss for the first half of the year - RUB 14.4 billion. Debts: liabilities exceeded RUB 1.3 trillion. Defects: serious problems were found in the design of 14 SSJ-100 airplanes. Delays:...
Recent Developments Since our first report on 08/11/2023, the stock has fallen 25.3% in gold. This could fetch up to 33.9% or 19.0% YoY for those who shared our view. The stock's fall in gold will continue. Our targets on them are...
Greed/Fear Index The main economic event on Thursday was the release of the second preliminary data on the dynamics of US GDP in Q2. The forecast called for GDP to grow at a 3.0% annualized rate (quarterly growth x4). Here's what we wrote...
The average yield of our short-term analytics on the Russian market from 30.04.2025 to 27.08.2025 was 264% p.a. or 87% for the period. Why annualized? Because if the deal was profitable, it is important to release funds for new investments...
Sector: Retail trade in food and consumer goods. Fix Price presented its financial results for the first half of the year: the company's revenue increased by 4.5% to 148.2 billion rubles. Retail revenue increased by 9.2% to 129.5 billion...
Recent changes Since our first of the report dated 01/15/2024 the company's shares in gold fell by 49.3%. This could bring up to 97.2% and 63.0% per annum to those who shared our opinion. In the first report, we noted that the minimum...
Recent changes Since our first In the report dated 10/27/2023, the company's shares in gold fell by 31.1%. This could bring up to 45.1% and 25.6% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...