Alpha dozhala Telenor
good yesterday on the U.S. GDP data provided the positive dynamics of world stock and commodity platforms. The market had expected at the reduction of 5,7%, the result is 5.5%. Today the Russian market opens in the green zone, the growth index at the opening of 1-2%. Bookmark to share MMC Norilsk Nickel and oil and gas sector.
Corporate ambient background today is very positive. According to media reports conflict Vympelcom shareholders will be completed. Telenor essentially agrees with the proposal to merge Alpha VimpelCom and Kyivstar, and not insist on control of the new company. This is positive news for the minority Vympelcom. But the main conclusion of the conflict assumes the proportion of Telenor in Vympelcom, respectively, for the Russian investment climate can not be concerned. Non-residents to escape the Russian stock market is not expected. Alfa has once again confirmed the reputation of a hard and successful player.
The main shareholders of Lukoil President Vagit Alekperov and vice president Leonid Fedun will continue to buy shares of companies at the expense of dividends owed to them. This news is very positive for the shares of the company and reflects the confidence of key shareholders in the success of the business. We have already noted that in 2-3 years, the oil must rewrite the historical maximum, the purchase of oil at current levels of chips is a good choice.
Next week begins a new semester, which can be used by some players to purchases. The reason for the re-entry into Russia from non-residents though otbavlyay. During the first half of 2009 significantly increased oil prices have stabilized the ruble, significantly decreased profitability in the market ruble debt. Our favorite is Gazprom. The most basic evaluation of low-cost chip market. Today the annual meeting of shareholders held on the gas company, active news flow on the talks could have a significant impact on Gazprom's quotes during the day. In terms of DCF fair price of Gazprom shares is U.S. $ 7-9
spoon tar. We maintain a cool attitude to savings shares. The credit portfolio of the country's largest bank may give to unpleasant surprises.
RTS is closer to the lower boundary of the target corridor of 900-1200 points. In this optimistic scenario could raise the market to 1300-1500 points on the RTS index. Below is our model portfolio based on fundamental analysis. This is the portfolio for the investor and not speculator.
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9 users rated material at 3,3.
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Analyst Ratings
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Ministry of Justice is charged with corruption
Ukraine - in twenty countries on the prospects for the development of retail
Our Rada saves us
The dollar went down again in the growth
Forex - results of day
Analyst Forecasts: The negative dynamics of futures for U.S. indices would allow Russian «bears» start selling again
Today, shares of Sberbank again to postpone a major volume
Price trends on raw sites are aligned, after a brief correction
When addressing the level of 987 points on the MICEX index may be a qualitative leap upward market
The high scenario could raise the market to 1300-1500 points on the RTS index
Alpha dozhala Telenor
good yesterday on the U.S. GDP data provided the positive dynamics of world stock and commodity platforms. The market had expected at the reduction of 5,7%, the result is 5.5%. Today the Russian market opens in the green zone, the growth index at the opening of 1-2%. Bookmark to share MMC Norilsk Nickel and oil and gas sector.
Corporate ambient background today is very positive. According to media reports conflict Vympelcom shareholders will be completed. Telenor essentially agrees with the proposal to merge Alpha VimpelCom and Kyivstar, and not insist on control of the new company. This is positive news for the minority Vympelcom. But the main conclusion of the conflict assumes the proportion of Telenor in Vympelcom, respectively, for the Russian investment climate can not be concerned. Non-residents to escape the Russian stock market is not expected. Alfa has once again confirmed the reputation of a hard and successful player.
The main shareholders of Lukoil President Vagit Alekperov and vice president Leonid Fedun will continue to buy shares of companies at the expense of dividends owed to them. This news is very positive for the shares of the company and reflects the confidence of key shareholders in the success of the business. We have already noted that in 2-3 years, the oil must rewrite the historical maximum, the purchase of oil at current levels of chips is a good choice.
Next week begins a new semester, which can be used by some players to purchases. The reason for the re-entry into Russia from non-residents though otbavlyay. During the first half of 2009 significantly increased oil prices have stabilized the ruble, significantly decreased profitability in the market ruble debt. Our favorite is Gazprom. The most basic evaluation of low-cost chip market. Today the annual meeting of shareholders held on the gas company, active news flow on the talks could have a significant impact on Gazprom's quotes during the day. In terms of DCF fair price of Gazprom shares is U.S. $ 7-9
spoon tar. We maintain a cool attitude to savings shares. The credit portfolio of the country's largest bank may give to unpleasant surprises.
RTS is closer to the lower boundary of the target corridor of 900-1200 points. In this optimistic scenario could raise the market to 1300-1500 points on the RTS index. Below is our model portfolio based on fundamental analysis. This is the portfolio for the investor and not speculator.
9 users rated material at 3,3.
Analyst Ratings
Ministry of Justice is charged with corruption
Ukraine - in twenty countries on the prospects for the development of retail
Our Rada saves us
The dollar went down again in the growth
Forex - results of day
Analyst Forecasts: The negative dynamics of futures for U.S. indices would allow Russian «bears» start selling again
Today, shares of Sberbank again to postpone a major volume
Price trends on raw sites are aligned, after a brief correction
When addressing the level of 987 points on the MICEX index may be a qualitative leap upward market