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Инвестор .V. | Telegram Webview: zloyinvestor/2131 -
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X5 3к24

выручка : +22%
----------
прод.инфляция: +9.5%
рост реальной зп: 17-18%
-------------
📣прогноз х5:
-темп выручки 2025-27: >=17-18%
-доля рынка: 20% в 28г. (тек. ~15%)

💡Опер.показатели в норме, старт торгов ожидаю в районе 2500р, у брокеров можно уже сейчас купить по 2300р.



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X5 3к24

выручка : +22%
----------
прод.инфляция: +9.5%
рост реальной зп: 17-18%
-------------
📣прогноз х5:
-темп выручки 2025-27: >=17-18%
-доля рынка: 20% в 28г. (тек. ~15%)

💡Опер.показатели в норме, старт торгов ожидаю в районе 2500р, у брокеров можно уже сейчас купить по 2300р.

BY Инвестор .V.




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"We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." "The inflation fire was already hot and now with war-driven inflation added to the mix, it will grow even hotter, setting off a scramble by the world’s central banks to pull back their stimulus earlier than expected," Chris Rupkey, chief economist at FWDBONDS, wrote in an email. "A spike in inflation rates has preceded economic recessions historically and this time prices have soared to levels that once again pose a threat to growth." "He has kind of an old-school cyber-libertarian world view where technology is there to set you free," Maréchal said. The Russian invasion of Ukraine has been a driving force in markets for the past few weeks.
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