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С начала СВО капитализация НМТП и ДВМП сравнялась и двигается синхронно.👆🏻

Если в ДВМП взлеты и падения котировок объясняются колебаниями стоимости фрахта и сомнительными историями-спекуляциями про скорый выкуп Росатомом, то почему котировки НМТП тоже включились в эту игру остается неясным. Есть подозрение, что дело совсем в другом..



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С начала СВО капитализация НМТП и ДВМП сравнялась и двигается синхронно.👆🏻

Если в ДВМП взлеты и падения котировок объясняются колебаниями стоимости фрахта и сомнительными историями-спекуляциями про скорый выкуп Росатомом, то почему котировки НМТП тоже включились в эту игру остается неясным. Есть подозрение, что дело совсем в другом..

BY Инвестор .V.




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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." 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. In addition, Telegram's architecture limits the ability to slow the spread of false information: the lack of a central public feed, and the fact that comments are easily disabled in channels, reduce the space for public pushback. 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. The Security Service of Ukraine said in a tweet that it was able to effectively target Russian convoys near Kyiv because of messages sent to an official Telegram bot account called "STOP Russian War."
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