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Поэтому прям здесь я бы не покупал. Если вы верите, что санкции на года - после коррекции можно покупать акции Совкомфлота. Если вы считаете, что вопрос по СВО решится в течение 1-2 лет, то покупать акции не надо. Я, к сожалению, не знаю когда закончится СВО, а оно будет крайне важно для этой компании.

Лично я бы не покупал переоцененные технически на недельном и месячном ТФ компанию, у которой есть потенциально негативный момент для бизнеса.

График и скриншоты по компании из BlackTerminal в комментариях 👇



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Поэтому прям здесь я бы не покупал. Если вы верите, что санкции на года - после коррекции можно покупать акции Совкомфлота. Если вы считаете, что вопрос по СВО решится в течение 1-2 лет, то покупать акции не надо. Я, к сожалению, не знаю когда закончится СВО, а оно будет крайне важно для этой компании.

Лично я бы не покупал переоцененные технически на недельном и месячном ТФ компанию, у которой есть потенциально негативный момент для бизнеса.

График и скриншоты по компании из BlackTerminal в комментариях 👇

BY Павел Шумилов - инвестиции, разборы компаний


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Telegram | DID YOU KNOW?

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Telegram has become more interventionist over time, and has steadily increased its efforts to shut down these accounts. But this has also meant that the company has also engaged with lawmakers more generally, although it maintains that it doesn’t do so willingly. For instance, in September 2021, Telegram reportedly blocked a chat bot in support of (Putin critic) Alexei Navalny during Russia’s most recent parliamentary elections. Pavel Durov was quoted at the time saying that the company was obliged to follow a “legitimate” law of the land. He added that as Apple and Google both follow the law, to violate it would give both platforms a reason to boot the messenger from its stores. Meanwhile, a completely redesigned attachment menu appears when sending multiple photos or vides. Users can tap "X selected" (X being the number of items) at the top of the panel to preview how the album will look in the chat when it's sent, as well as rearrange or remove selected media. 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. Right now the digital security needs of Russians and Ukrainians are very different, and they lead to very different caveats about how to mitigate the risks associated with using Telegram. For Ukrainians in Ukraine, whose physical safety is at risk because they are in a war zone, digital security is probably not their highest priority. They may value access to news and communication with their loved ones over making sure that all of their communications are encrypted in such a manner that they are indecipherable to Telegram, its employees, or governments with court orders. A Russian Telegram channel with over 700,000 followers is spreading disinformation about Russia's invasion of Ukraine under the guise of providing "objective information" and fact-checking fake news. Its influence extends beyond the platform, with major Russian publications, government officials, and journalists citing the page's posts.
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