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Наткнулись на огромный отчет от CICC Research о том, стоит ли китайским резидентам инвестировать в размещенные на бирже угольные компании – точно стоит. И хотя статья ориентирована на жителей Китая, в ней есть интересные моменты и для всех:

1. Операционная прибыль угольщиков страны упала с рекордных показателей 2022-го. С начала года снижение составило 21%. По состоянию на третий квартал года общий коэффициент задолженности угольных компаний достиг около 30%.

2. Вводить новые угольные производства стало дороже и в Китае. С 2008 года в пересчете на тонну расходы на строительство выросли более, чем в два раза.

3. Актуальная статистика по импорту угля в Китае. Из нее следует, что доля России за 10 месяцев года упала на 9% год к году.



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Наткнулись на огромный отчет от CICC Research о том, стоит ли китайским резидентам инвестировать в размещенные на бирже угольные компании – точно стоит. И хотя статья ориентирована на жителей Китая, в ней есть интересные моменты и для всех:

1. Операционная прибыль угольщиков страны упала с рекордных показателей 2022-го. С начала года снижение составило 21%. По состоянию на третий квартал года общий коэффициент задолженности угольных компаний достиг около 30%.

2. Вводить новые угольные производства стало дороже и в Китае. С 2008 года в пересчете на тонну расходы на строительство выросли более, чем в два раза.

3. Актуальная статистика по импорту угля в Китае. Из нее следует, что доля России за 10 месяцев года упала на 9% год к году.

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At this point, however, Durov had already been working on Telegram with his brother, and further planned a mobile-first social network with an explicit focus on anti-censorship. Later in April, he told TechCrunch that he had left Russia and had “no plans to go back,” saying that the nation was currently “incompatible with internet business at the moment.” He added later that he was looking for a country that matched his libertarian ideals to base his next startup. Telegram does offer end-to-end encrypted communications through Secret Chats, but this is not the default setting. Standard conversations use the MTProto method, enabling server-client encryption but with them stored on the server for ease-of-access. This makes using Telegram across multiple devices simple, but also means that the regular Telegram chats you’re having with folks are not as secure as you may believe. "We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." 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. A Russian Telegram channel with over 700,000 followers is spreading disinformation about Russia's invasion of Ukraine under the guise of providing "objective information" and fact-checking fake news. Its influence extends beyond the platform, with major Russian publications, government officials, and journalists citing the page's posts.
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