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Сбер Сиб исправляется.
Становятся мудрее-это радует.
Год явно закроется не по ожиданиям 1го полугодия, это очевидно.
Наши парни сделали Research, у нас ЕБИДТА у ребят получилась в районе 50-51 млрд ₽.
Опубликуем Research в феврале.
Но изменение позиции Сбер-это позитивный шаг для Сбер Сиб.
Молодцы!
Ждём теперь Синару на пересмотре.

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Сбер Сиб исправляется.
Становятся мудрее-это радует.
Год явно закроется не по ожиданиям 1го полугодия, это очевидно.
Наши парни сделали Research, у нас ЕБИДТА у ребят получилась в районе 50-51 млрд ₽.
Опубликуем Research в феврале.
Но изменение позиции Сбер-это позитивный шаг для Сбер Сиб.
Молодцы!
Ждём теперь Синару на пересмотре.

С уважением,
М.Н.Заводов.


BONUS FABULA
Телеграмма | Рутуб | Ютуб | ВКонтакте | ВК Видео

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The S&P 500 fell 1.3% to 4,204.36, and the Dow Jones Industrial Average was down 0.7% to 32,943.33. The Dow posted a fifth straight weekly loss — its longest losing streak since 2019. The Nasdaq Composite tumbled 2.2% to 12,843.81. Though all three indexes opened in the green, stocks took a turn after a new report showed U.S. consumer sentiment deteriorated more than expected in early March as consumers' inflation expectations soared to the highest since 1981. Now safely in France with his spouse and three of his children, Kliuchnikov scrolls through Telegram to learn about the devastation happening in his home country. Telegram, which does little policing of its content, has also became a hub for Russian propaganda and misinformation. Many pro-Kremlin channels have become popular, alongside accounts of journalists and other independent observers. Recently, Durav wrote on his Telegram channel that users' right to privacy, in light of the war in Ukraine, is "sacred, now more than ever." That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future.
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