Jul
12
Trader’s daily - July 07, 2009
Filed Under Uncategorized |
Stocks
Market today. The trades went mainly in the positive zone. The oil price growth supported the demand for oil companies’ shares. Mainly Gazprom, LUKOIL and Rosneft were bought. Still significant volumes went on Sberbank.
Market tomorrow. Tomorrow stats on GDP of the Euro zone are expected. Also important messages might come out in course of G8 sammit. However the oil prices show negative dynamics, which might once again lead to the market’s down.
Bonds
Market today. On Tuesday the bond market became significantly livelier, being activated by the positive dynamics of the share market. The liquid notes added 10-20 b.p. average. The highest turnover volumes went on the notes of Moscow (45th, 50th, 54th and 58th issues), RZD-12, -16, MTS-04, AIZK, etc. At the Eurobond market demand appeared, primarily for the short-term currency notes (Tatfondbank 2010, Transcreditbank 2010).
Market tomorrow. The situation is really unstable, the market reacts sharply to the change of ruble rate during the day. Negative dynamics of the share market before its close also does not provide for any positive.
No comment
Nabibulina confirms no changes of RF course to the soon entering WTO. (Interfax)
Gas extraction of NOVATEK reduced by 8 mn cubic meters per day due to plan repairs (company)
Naftogas upped the claim in July for gas supplies to 120 mn cubic meters per day, which provides for output in PHG. (Interfax)
LUKOIL does not plan to purchase new assets in the U.S. (Alekperov)
VSMPO-Avisma and Boeing opened a titanium JE. (Interfax)
Governmental committee approved providing GAZ with state warranties for 20 bn RUR. (Interfax)
Leaders of G8 will announce being ready to close down the anti-crisis programs after resuming the economy growth. (Interfax)