The asset under review—PJSC “GK Samolet” (SMLT)—is a holding company engaged in comprehensive residential development. Under current conditions, the asset is showing signs of consolidation. Key negative factors include a high volume of...
The asset under analysis—PJSC "Magnit" (MGNT)—is a Russian company engaged in the retail sale of food and everyday consumer goods through its own chain of stores.Under current conditions, the asset is showing signs of...
Philip Morris International is the world’s largest tobacco company and one of the stock market’s leading “smoke-free” success stories: its IQOS heated tobacco products and ZYN nicotine pouches already account for a significant portion of...
What's Shaping the Agenda TodayElectricity transmission tariffs in Russia have risen by 15.2% since October, while those for the Unified Energy Grid have increased by 16%The tariff for electricity transmission via the Unified National...
The asset under analysis—Western Digital Corporation (WDC)—is an American corporation engaged in the development and sale of data storage devices.Under current conditions, the asset is showing consolidation. The key negative factor is the...
Bangladesh, August 2024: A student protest against quotas escalated into the overthrow of the government after authorities shut down the internet. By 2030, Russia will invest nearly 59 billion rubles in modernizing traffic filtering...
For half a year, I’ve been holding a hedge that has lost seven times its value and wiped out all my profits on long positions. My account balance is at zero—and that’s exactly what I need. I’m breaking down the whole strategy: why pay for...
The crypto market kicks off October amid rising investor greed and moderate price movements in key assets. Bitcoin is showing resilience despite volatility in bond yields, while altcoins are seeing a surge in speculative activity and...
Markets ended September amid cautious investor sentiment and a moderate rise in volatility. Key U.S. indices showed mixed performance, and market participants’ attention is shifting to upcoming labor market data and speeches by Fed...
The asset under review—Sberbank of Russia PJSC (SBER)—is Russia’s largest bank, which is also expanding into non-banking sectors.Under current conditions, the stock is consolidating. Key positive factors include recently published strong...
Home Depot is the world’s largest home improvement retailer and one of the Dow Jones Index components most sensitive to the housing market. In September, the interest rate environment in the U.S. changed significantly: the Federal Reserve...
The asset under review—PJSC “Corporate Center X5” (X5)—is one of Russia’s largest companies in the food retail sector.Under current conditions, the stock is consolidating. A key positive factor is the expectation of strong operating...
What's Shaping the Agenda TodayThe Bank of Russia has submitted a draft of the “Main Directions of Monetary Policy for 2027–2029” to the State DumaIn this strategic document, the regulator explains its approaches to monetary policy and...
The ninth week of the xStocks pool experiment was calmer than the previous ones: after a spike in fees, activity declined, and the performance of the two pools once again diverged significantly. Let’s take a look at what changed in terms...
The asset under analysis—General Motors Company (GM)—is an American automotive corporation that designs and manufactures passenger cars and trucks, as well as auto parts under various brands.Under current conditions, the stock is...
Regulators are preparing markets for on-chain finance and 24/7 trading, while the RWA sector is growing at double-digit rates. We’ll examine which assets will be the first to transition to the tokenized economy and, most importantly, which...
Amgen reported quarterly revenue of more than $10 billion for the first time, raised its full-year forecast, and hit a new all-time high, but in early September, its shares lost up to 10% in a single day due to a competitor’s failure in...
Starting January 1, 2027, the government will be able to see how the price of every item on the shelf is calculated: from the purchase price from the manufacturer to the store’s markup. The law has already been signed. At the same time, an...
The crypto market is showing signs of stabilization following volatility driven by macroeconomic factors and regulatory news. Institutional interest remains strong, but the risks of a correction and regulatory uncertainty are mounting....
The market is showing signs of caution ahead of upcoming U.S. inflation and employment reports. Sentiment remains in fear territory, and trends in yields and commodity markets point to heightened sensitivity to macroeconomic data....