Apr
6
Trader’s stock quote daily - April 06, 2009
Filed Under Trader’s view |
Stocks Market today. Players’ activity reduced versus Friday, however, first half day the positive mood was dominant. Demand still was for the shares of Sberbank, LUKOIL, Rosneft. Among the shares of the second echelon the demand was for the shares of Belon and Transneft. Gazprom, on contrary, began loosing price in the afternoon together with oil.
Market tomorrow. Evidently tomorrow correction will be indicated on the oil-and-gas and bank shares, which will be supported by the negative dynamics of foreign stock and commodity markets.
Bonds
Market today. Totally the demand structure at the market of ruble bonds did not differ much from Friday. Among the turnover leaders were the issues of Moscow (MGor-45 and MGor-49) and Moscow region (Mosobl-4, Mosobl-6). Besides, quite many deals were in the liquid second echelon (SibTelecom-7, MCB-3, Petrokombank-2, Stroytransgas-3). At the Eurobond market the interest was for the long-term currency bank issues. At the same time ruble activity was minimal due to limited note offer, though the prices grew significantly within the past two weeks.
Market tomorrow. Foreign markets’ conjuncture totally is favorable to further price growth of ruble debt assets. Still the notes of banks within the second echelon and companies of the power energy sector are interesting.
No comment
Inflation in RF can be reduced to 8% faster than in 3 years. (Putin)
Putin believes possible to postpone the insurance premium rate increase till 2011. (Putin)
CB rate decrease might be expected within a few months. (Putin)
Transneft will complete construction of ESPO to the PRC border in a few weeks. (Putin)
State financing of transport infrastructure in 2009 will increase to 560 bn RUR (Putin)
GDP drop became all-time high in RF in March and totaled 5.4%. (Interfax)
OMV is totally ready for selling 21% of MOL to Surgutneftegas (Interfax)
NLMC upped net profit by RAS by 77% in 2008 and expects decrease of financial results in 1Q 2009 (Company)
GAZ plans to manufacture 70-100 thousand vehicles in 2009. GAZ does not conduct any negotiations with ZMZ on engine supply resuming. (Interfax)
Novoship redeemed 39% of preferred shares having directed 1.055 bn RUR for those purposes. (Interfax)