“No Bad News” is a weekly news show about investments on the BCS World of Investments channel, in which Maxim Shein proves that you can make money on every news, no matter how bad it is.
In this issue:
— The main topic is new US sanctions. Which Russian companies are subject to restrictions and what does this mean for investors? Let’s figure it out together with Vyacheslav Abramov. We talk in detail about the situation with foreign shares on the St. Petersburg Exchange.
— We are also discussing the prospects for the Russian market. What awaits Russian stocks next: fall, flatness or growth? We consider all the prerequisites and find out what investors should do with Russian shares now?
— In the section with answers to questions from viewers, we talk about whether it is now worth taking a closer look at companies with a low debt load, why do majority shareholders need an increase in the value of shares, and what does “body growth” of a bond mean? We analyze in detail whether it is worth buying long OFZs and which bonds to buy now, and also find out at what rate to start looking at replacement bonds. We discuss how much dividends MMK will pay, whether it’s time to shift to “green” companies, why LUKOIL shares reacted with a decline to news about dividends, how high rates and preferential mortgages are reconciled, why buy PIK shares, and what awaits Tinkoff shares? We also figure out how to find a balance between stocks and bonds for the long term, how you can increase allocation during an IPO, how an increase in the number of initial offerings will affect the Russian stock market, what currency to choose a deposit in, is there a bubble in the Russian real estate market, and, of course , Vyacheslav Abramov shares his expectations regarding the size of the key rate.
— In company news – about another strong report from Sberbank, the success of Mechel, the growth of Moscow Exchange shares and the FixPrice report. We also discuss the results of the Henderson IPO and news about the upcoming initial public offerings on the Moscow Exchange; we do not ignore the additional issue of Softline shares, the repurchase of HeadHunter shares from non-residents and news about dividends of Russian companies.
– In macroeconomic news – about the continued strengthening of the ruble and the preservation of the key rate in the United States.
— In market news – about the rise in gold prices and its reasons.
— Regulatory news includes changes in the rules for issuing preferential mortgages and the need for companies to approve dividend policies.
— In the section with analysis of tools, we talk about adding NovaBev Group shares to the analytical coverage.
Lots of useful links:
Vyacheslav Abramov in Profit: https://bit.ly/43NYbKG
Ether with analysis of bonds:
Broadcast with analysis of shares of metallurgists:
Broadcast about IPO Henderson:
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2023-11-04 13:16:07
#sanctions #Russian #shares #happen #market
