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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия:
- инфляция (за неделю);
- ключевые экономические показатели, вкл. промпроизводство, розничные продажи, безработицу и рост реальных зарплат (за октябрь от Росстата);
- предварительная оценка роста ВВП (за 3 кв. 2024 г. от Минэка).

США: располагаемые доходы населения и потребительские расходы (за октябрь).

Еврозона: потребительские и деловые настроения (за ноябрь).

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- Лукойл (8 500 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест



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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия:
- инфляция (за неделю);
- ключевые экономические показатели, вкл. промпроизводство, розничные продажи, безработицу и рост реальных зарплат (за октябрь от Росстата);
- предварительная оценка роста ВВП (за 3 кв. 2024 г. от Минэка).

США: располагаемые доходы населения и потребительские расходы (за октябрь).

Еврозона: потребительские и деловые настроения (за ноябрь).

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- Лукойл (8 500 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест

BY Аналитика Т-Инвестиций






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During the operations, Sebi officials seized various records and documents, including 34 mobile phones, six laptops, four desktops, four tablets, two hard drive disks and one pen drive from the custody of these persons. 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. Additionally, investors are often instructed to deposit monies into personal bank accounts of individuals who claim to represent a legitimate entity, and/or into an unrelated corporate account. To lend credence and to lure unsuspecting victims, perpetrators usually claim that their entity and/or the investment schemes are approved by financial authorities. Russians and Ukrainians are both prolific users of Telegram. They rely on the app for channels that act as newsfeeds, group chats (both public and private), and one-to-one communication. Since the Russian invasion of Ukraine, Telegram has remained an important lifeline for both Russians and Ukrainians, as a way of staying aware of the latest news and keeping in touch with loved ones. Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.”
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