Самолет поделился очередной порцией мощной аналитики. Кто-то вообще на рынке кроме Самолета её делает? У кого-то есть что-то интересное, то присылайте будем смотреть, а пока слайды Самолета.
1. Консолидация рынка идёт офигенным темпом - за 5 лет больше 10%. Тут есть потенциал еще большего роста консолидации. 2. Рост иглы ипотечного одобрения за пять лет более 25%. Думаю тут пик доли ипотеки. 3. Снижение площади - по метру каждый год. Уверенно идём к счастливым 19 метровым квартирам.
Самолет поделился очередной порцией мощной аналитики. Кто-то вообще на рынке кроме Самолета её делает? У кого-то есть что-то интересное, то присылайте будем смотреть, а пока слайды Самолета.
1. Консолидация рынка идёт офигенным темпом - за 5 лет больше 10%. Тут есть потенциал еще большего роста консолидации. 2. Рост иглы ипотечного одобрения за пять лет более 25%. Думаю тут пик доли ипотеки. 3. Снижение площади - по метру каждый год. Уверенно идём к счастливым 19 метровым квартирам.
Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis." Stocks closed in the red Friday as investors weighed upbeat remarks from Russian President Vladimir Putin about diplomatic discussions with Ukraine against a weaker-than-expected print on U.S. consumer sentiment. Despite Telegram's origins, its approach to users' security has privacy advocates worried. The message was not authentic, with the real Zelenskiy soon denying the claim on his official Telegram channel, but the incident highlighted a major problem: disinformation quickly spreads unchecked on the encrypted app. The company maintains that it cannot act against individual or group chats, which are “private amongst their participants,” but it will respond to requests in relation to sticker sets, channels and bots which are publicly available. During the invasion of Ukraine, Pavel Durov has wrestled with this issue a lot more prominently than he has before. Channels like Donbass Insider and Bellum Acta, as reported by Foreign Policy, started pumping out pro-Russian propaganda as the invasion began. So much so that the Ukrainian National Security and Defense Council issued a statement labeling which accounts are Russian-backed. Ukrainian officials, in potential violation of the Geneva Convention, have shared imagery of dead and captured Russian soldiers on the platform.
from in
