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Олег Кузьмичев

Ожидаемо слабенький отчет Башнефти по РСБУ, чистая прибыль рухнула в 3 раза

Опер прибыль сделала тот же нырок и это апстрим (НПЗ в МСФОшке тут value не даст). В МСФО еще будет доп налог из-за переоценки, короче все скверно

Любители и ожидатели 300 рублей дивидендов внезапно взгрустнули, ждем отчетность материнской компании, там должно быть получше, хотя чистая прибыль будет тоже под давлением.

Дивиденд в Башнефти за год вероятно будет близок к 120-130 рублям т.е. вообще неинтересно в моменте.

Не спрашивайте, какого хрена обычка стоит 2050 рублей, а преф 1156 (преф наверно справедлив)

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Create: 2024-11-29
Last Update: 2024-12-02 08:41:02

Ожидаемо слабенький отчет Башнефти по РСБУ, чистая прибыль рухнула в 3 раза

Опер прибыль сделала тот же нырок и это апстрим (НПЗ в МСФОшке тут value не даст). В МСФО еще будет доп налог из-за переоценки, короче все скверно

Любители и ожидатели 300 рублей дивидендов внезапно взгрустнули, ждем отчетность материнской компании, там должно быть получше, хотя чистая прибыль будет тоже под давлением.

Дивиденд в Башнефти за год вероятно будет близок к 120-130 рублям т.е. вообще неинтересно в моменте.

Не спрашивайте, какого хрена обычка стоит 2050 рублей, а преф 1156 (преф наверно справедлив)

BY Олег Кузьмичев

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Date: 2024-12-02|

Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. 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. And while money initially moved into stocks in the morning, capital moved out of safe-haven assets. The price of the 10-year Treasury note fell Friday, sending its yield up to 2% from a March closing low of 1.73%. At its heart, Telegram is little more than a messaging app like WhatsApp or Signal. But it also offers open channels that enable a single user, or a group of users, to communicate with large numbers in a method similar to a Twitter account. This has proven to be both a blessing and a curse for Telegram and its users, since these channels can be used for both good and ill. Right now, as Wired reports, the app is a key way for Ukrainians to receive updates from the government during the invasion. So, uh, whenever I hear about Telegram, it’s always in relation to something bad. What gives?
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