Financial Market Analysis & Investment Research
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, etc.)...
Financial Market Analysis & Investment Research
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...
Financial Market Analysis & Investment Research
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 in the...
Financial Market Analysis & Investment Research
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 scale...
Financial Market Analysis & Investment Research
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 in...
Financial Market Analysis & Investment Research
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...
Financial Market Analysis & Investment Research
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 published...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "The current account surplus of the balance of payments of the Russian Federation decreased 4.7 times in 2023" A significant decrease in the balance of payments account surplus has a negative impact on the ruble...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 08/04/2023 the company's shares in gold fell by 5.9%. This could bring up to 11.4% per annum to those who shared our opinion with us. The decline in the company's revenue growth rate...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Tuesday was a 21% drop in shares of Palo Alto Networks Inc (PANW) after the company lowered its annual forecast. Following it, shares of Nvidia, the main growth driver of the American indices,...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "According to a report by the World Gold Council, 271 tons of metal were withdrawn from the Shanghai Gold Exchange last month, which was a January record in the history of observations and the third largest volume...
Financial Market Analysis & Investment Research
*Get ready for a dollar of 100 rubles, according to our forecasts this will happen in the near future.* *Tomorrow there will be a forecast for GLDRUB, but I will tell you now, you can not wait any longer — we buy.* *Attention: the...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Monday was the celebration of Presidential Day, in connection with which no trading was held in the United States, and changes in other markets were minimal. The greed/fear index remained...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "Rusagro has published operating results for the fourth quarter and 12 months of 2023." Rusagro's revenue growth by the end of 2023 amounted to 20%, thus the company maintains a fairly high business growth rate. The...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 08/02/2023 the company's shares in gold fell by 17.2%. This could bring up to 20.7% to those who shared our opinion with us. The decline in the company's revenue growth in the 2023 reporting...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Friday was the publication of the basic producer price index (PPI) and the regular producer price index in the United States for January. The growth of the base index was expected to accelerate...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT The MICEX index approached strong resistance, from which it started 2 times and went into correction. At this stage, it is worth approaching the formation of a position as carefully as possible. It is recommended to...
Financial Market Analysis & Investment Research
Recent changes Since our last the report dated 07/31/2023 the company's shares in gold fell by 24.8%. This could bring up to 33.0% to those who shared our opinion with us. We noted that in the short term, the company's shares may show a...
Financial Market Analysis & Investment Research
Greed/fear index The main economic event on Thursday was the publication of the basic index of retail sales in the United States for January. The forecast assumed that the volume of retail sales in the United States, excluding cars, would...
Financial Market Analysis & Investment Research
NEWS / INVESTMENT EVENT "The British economy entered a technical recession in the fourth quarter of 2023" The British economy is experiencing difficulties with growth, which may force the Bank of England to start reducing the rate, which...
