Recent changes Since our last The report dated 08.01.2024 the company's shares in gold fell by 15.1%. This could bring up to 56.1% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
NEWS / INVESTMENT EVENT "Revenue growth was 36%, operating expenses increased by 60%" The efforts and expenses taken for business development are not comparable with the results obtained, including the expected ones. The Group is beginning...
Greed/fear index The main economic event on Monday was statements by Fed officials that the central bank will need more confidence that inflation is falling before it can lower interest rates. Thus, the president of the Federal Reserve...
NEWS/INVESTMENT EVENT "The Japanese yen has fallen to its lowest level since May 1990" "The Bank of Japan could have spent about $22.5 billion on interventions" The Bank of Japan's long-term attempts to achieve a stable and controlled...
Recent changes Since our last the report dated 12/29/2023 the company's shares in gold fell by 43.9%. This could bring up to 240.4% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for...
Greed/fear index The main economic event on Friday was expected to be the publication of data on changes in the number of people employed in the US non-agricultural sector for April. It was assumed that the number of people employed in the...
NEWS / INVESTMENT EVENT "RussNeft's net profit according to RAS increased 4 times in the 1st quarter of 2024 and amounted to 12.29 billion rubles against 2.99 billion rubles a year earlier" The management of Russneft does not exclude the...
Recent changes Since our last the report dated 11/15/2023 the company's shares in gold fell by 11.2%. This could bring up to 28.3% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
Greed/fear index The main economic event on Thursday was the report of the leader of the US technology sector, Apple. U.S. stock index futures rose in evening trading on Thursday, tracking the earnings of technology giant Apple Inc, which...
NEWS / INVESTMENT EVENT "Gazprom Neft will switch to a management model similar to the parent company from April 5" Gazprom has a reputation for not being the most efficient business. Dividends and increasing shareholder value are not a...
Greed/fear index The main economic event on Wednesday, of course, was the decision of the US Federal Reserve on the interest rate. The forecast assumed that the rate would remain unchanged at 5.50%. Here's what we wrote about it in the...
Greed/fear index The main economic event on Tuesday was the publication of the labor cost index for the 1st quarter (quarter to quarter). The growth of the index turned out to be significantly higher than forecast and amounted to 1.2%...
NEWS / INVESTMENT EVENT "Unipro's RAS net profit increased by 38% in the 1st quarter." The Unipro company is under external management (in fact, the former owner is the European company Uniper). Significant funds have accumulated on the...
Greed/fear index The main economic event on Monday was the almost complete absence of any news. However, markets are rising 90% of the time in the absence of serious news ahead of the Fed's two-day policy meeting, which begins today. Thus,...
Recent changes Since our last the report dated 11/24/2023 the company's shares in gold fell by 26.8%. This could bring up to 90.9% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
NEWS / INVESTMENT EVENT "The results of Q1 2024 indicate a qualitative leap in business development" Consolidation of purchased assets brings Lenta to a higher level of business. The financial results for Q1 2024 indicate a good financial...
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 February. It was expected that the growth of the base index in annual terms would...
NEWS / INVESTMENT EVENT "Novabev Group qualitative growth from production to sale of final products" The company owns its own distilleries, vineyards, logistics and distribution. Effective management of these areas allows you to...
Recent changes Since our last the report dated 10/16/2023 the company's shares in gold fell by 14.2%. This could bring up to 32.5% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our goals for them...
Greed/fear index The main economic event on Thursday was the publication of preliminary data on the dynamics of US GDP in the 1st quarter. The forecast assumed that GDP would grow by 2.5% in annual (quarterly growth x4) terms. Here's what...