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Инвестор .V. | Telegram Webview: zloyinvestor/2131 -
Telegram Group & Telegram Channel
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.



group-telegram.com/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.

BY Инвестор .V.




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Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation. The last couple days have exemplified that uncertainty. On Thursday, news emerged that talks in Turkey between the Russia and Ukraine yielded no positive result. But on Friday, Reuters reported that Russian President Vladimir Putin said there had been some “positive shifts” in talks between the two sides. "For Telegram, accountability has always been a problem, which is why it was so popular even before the full-scale war with far-right extremists and terrorists from all over the world," she told AFP from her safe house outside the Ukrainian capital. As the war in Ukraine rages, the messaging app Telegram has emerged as the go-to place for unfiltered live war updates for both Ukrainian refugees and increasingly isolated Russians alike. 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.
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