Вчера утонули акции всех девелоперов. Перспективы рынка зависят от возможности сейчас проводить трансграничные платежи
Ибо не отрасли это кризис, а в целом. Как видим: и Сбер -3%, и Газпром -2%.
Можно было бы сделать индекс стабильности экономики РФ на двух параметрах — % комиссии за внешний перевод и срок осуществления платежа. Что думаете? А то оцениваем только отрасль без привязки к макроэкономике обычно. А стройка и акции застройщиков — только верхушка айсберга.
Да и вообще интересно. Что с акциями делаем? Считаете надежной инвестицией?
Вчера утонули акции всех девелоперов. Перспективы рынка зависят от возможности сейчас проводить трансграничные платежи
Ибо не отрасли это кризис, а в целом. Как видим: и Сбер -3%, и Газпром -2%.
Можно было бы сделать индекс стабильности экономики РФ на двух параметрах — % комиссии за внешний перевод и срок осуществления платежа. Что думаете? А то оцениваем только отрасль без привязки к макроэкономике обычно. А стройка и акции застройщиков — только верхушка айсберга.
Да и вообще интересно. Что с акциями делаем? Считаете надежной инвестицией?
What distinguishes the app from competitors is its use of what's known as channels: Public or private feeds of photos and videos that can be set up by one person or an organization. The channels have become popular with on-the-ground journalists, aid workers and Ukrainian President Volodymyr Zelenskyy, who broadcasts on a Telegram channel. The channels can be followed by an unlimited number of people. Unlike Facebook, Twitter and other popular social networks, there is no advertising on Telegram and the flow of information is not driven by an algorithm. 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. 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. These administrators had built substantial positions in these scrips prior to the circulation of recommendations and offloaded their positions subsequent to rise in price of these scrips, making significant profits at the expense of unsuspecting investors, Sebi noted. "He has kind of an old-school cyber-libertarian world view where technology is there to set you free," Maréchal said.
from ru