May
30
The market of mineral fertilizers currently undergoes the most interesting period of its existence. Like never before world’s population is close to food crisis, or at least – the high inflation of foods due to active consumption of farming products over last few years. Such background, including undersupply and decrease of farmable grounds, make agrochemical [...]
May
30
This Thursday Russian stock market had demonstrated a significant growth of quotes. Almost all liquid stocks have expanded value; however a much more serious growth was experienced by the quotes of LUKOIL and Norilsk Nickel, after companies’ much more important news. LUKOIL for example reported the opening of new deposit in water area of Caspian [...]
May
29
Strojpolimerkeramika : The lord of the sinks - May 29, 2008
Filed Under Bullet-moments | Leave a Comment
Strojpolimerkeramika is one of the leading manufacturer of sanitary stoneware (sinks, lavatory pans etc) of budget and middle class and also ceramic bricks. The company has strong position on the Russian market and forms 1/5 part of sanitary engineering production. It also took the 6th place among the largest brick factories. About 2/3 of company’s [...]
May
29
Russian Stock Market - May 29, 2008
Filed Under Uncategorized | Leave a Comment
During Wednesday Russian stock market had opened through a drop of quotes among liquid stocks. The probable reason of decrease was a significant drop of oil price around world commodity markets (Brent dropped -3.4 USD yesterday). Although during the second half of the day Russian Stock market still followed oil price dynamics, which began its [...]
May
28
NOVATEK: Market rejects positive results - May 28, 2008
Filed Under Bullet-moments | Leave a Comment
NOVATEK’s net income by IAS 2007 rose +33.1% versus 2006 to 18.736 bn RUR – announced company’s report. Although results exceeded our forecast by +8.5% (17.254 bn RUR), as market’s general forecast formed 19.325 bn RUR.
Sales of the company expanded +26.2% to 62.32 bn RUR and appeared +3.8% over our estimates. EBITDA [...]
May
28
Russian Stock Market - May 28, 2008
Filed Under Uncategorized | Leave a Comment
Yet another day began optimistic for Russian stock market, as index climbed upwards, backed by old positive news. The growth continued through half a day, after which another correction wave had hit the market. The first harbinger of the fall was announcement by MEDT head – Andrei Klepach on profitability equality of gas shipments to [...]
May
27
Russian Stocks - May 27, 2008
Filed Under Trader’s view | Leave a Comment
The new trading week had begun at a moderate pace. Though market has all the positive factors existing, such as record oil prices. However, due to national holiday in US and England – market players were not as keen to “shake” the market – as quotes dynamics of most of liquid stocks formed about 1-1.5%. [...]
May
27
ZMZ: We are responsible for what we have tamed - May 26, 2008
Filed Under Bullet-moments | Leave a Comment
We have reviewed ZMZ’ (Zavolzhsky Motorny Zavod – Zavolzshky Motor Plant) financial model, adding the data of 2007, as well as company’s plans of future development. Note that ZMZ sales of 2007 rose +20%, operating income expanded by 23%, whilst net income upped by +48%. Though company’s business is still close to level of 2006.
[...]
May
26
Latter trading day of prior week was positive for bulls over Russian stock market. Growth however – was insignificant, as throughout the day RTS was dropping mostly. It seems that primary reason to hold the market from a deeper fall – was yet another hike of oil price. A sound confirmation of the fact was [...]
May
23
Russian Stock Market - May 23, 2008
Filed Under Trader’s view | Leave a Comment
Thursday’s trades were marked by a serious volatility. At the start of session we have noticed some positive movements – at the back of high oil price sector’s chips were unanimously rising. Through this RTS began its march towards new record values. And had once more staggered at 2490 points. After achieving this level index [...]