АЛРОСА обновляем прогноз. Таргет увеличиваем до 93.3 рую за акцию. Если смотреть оценку компании в долларах, она существенно недооценена, и это при том, что около 90% выручки это валюта.
Возвращение к отчетности и возможножные дивиденды за 1 полугодие 2023 года двигают котировки вверх, в плюс играет и курс доллара.
Риски остались без изменений и их много 1) Дополнительные изъятия прибыли через повышенный НДПИ в обход акционеров 2) Дополнительные санкции (прежде всего ЕС) 3) Большие капитальные затраты в связи с разработкой рудника "МИР" 4) Снижение мировых цен на ювелирные алмазы
АЛРОСА обновляем прогноз. Таргет увеличиваем до 93.3 рую за акцию. Если смотреть оценку компании в долларах, она существенно недооценена, и это при том, что около 90% выручки это валюта.
Возвращение к отчетности и возможножные дивиденды за 1 полугодие 2023 года двигают котировки вверх, в плюс играет и курс доллара.
Риски остались без изменений и их много 1) Дополнительные изъятия прибыли через повышенный НДПИ в обход акционеров 2) Дополнительные санкции (прежде всего ЕС) 3) Большие капитальные затраты в связи с разработкой рудника "МИР" 4) Снижение мировых цен на ювелирные алмазы
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. This ability to mix the public and the private, as well as the ability to use bots to engage with users has proved to be problematic. In early 2021, a database selling phone numbers pulled from Facebook was selling numbers for $20 per lookup. Similarly, security researchers found a network of deepfake bots on the platform that were generating images of people submitted by users to create non-consensual imagery, some of which involved children. The regulator said it had received information that messages containing stock tips and other investment advice with respect to selected listed companies are being widely circulated through websites and social media platforms such as Telegram, Facebook, WhatsApp and Instagram. Telegram has gained a reputation as the “secure” communications app in the post-Soviet states, but whenever you make choices about your digital security, it’s important to start by asking yourself, “What exactly am I securing? And who am I securing it from?” These questions should inform your decisions about whether you are using the right tool or platform for your digital security needs. Telegram is certainly not the most secure messaging app on the market right now. Its security model requires users to place a great deal of trust in Telegram’s ability to protect user data. For some users, this may be good enough for now. For others, it may be wiser to move to a different platform for certain kinds of high-risk communications. 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."
from ye
