Today, the shares will resume trading RusGidro, paper companies could fall by 10-12% - to 1,05-1,07 rubles per share

World stock markets recovered after OKATO its wave corrective decline. However, investors are no longer fed by unbridled optimism about the recovery of world economy and is sensitive to the macroeconomic and corporate news, which limits the rise in the stock market. Apparently, the domestic indices, after a very weak closing at yesterday's auction (actually reset their daily achievements) will be able to grow today at 0,5-1%. MICEX index may be able to match the line in 1050 to put in during the day, we do not exclude the increasing pressure on stock indices, in particular, because of possible sales to the oil in anticipation of the release of EIA.

Good data coming from Europe, as well as the accountability of American retail chains Home Depot and Target, have become major factors laid the groundwork for a resumption of growth in U.S. trading session. Dow index rose 0.9% to 9217.94 section, the index of SP at 1% - up to 989 p.

Optimism in coping with the European economies out of recession strengthened yesterday by the Index of business confidence in Germany (ZEW), which jumped to 56.1 in August and July against the values in Clause 39.5 Improved economic expectations in the global market was the reason for return of capital to risk assets, which formed a good platform for renewed growth in the U.S. market during yesterday's auction. It should be noted that yesterday, said almost all the growth in regional areas with a high proportion of commodity companies: Canada, Brazil, Mexico - all showed growth.

strongly supported the U.S. market had a corporate Records Home Depot, the largest U.S. network products for home, and Target. In both cases, the company's profits surpassed market expectations.

Makrostatistika of the states in the meantime brought disappointment: hope for further recovery of the housing market did not materialize: the volume of new construction declined by 1%, while the number of permits issued for construction fell by 1.8%, while the market had expected growth on both measures. Thus, the data cast doubt on the prospects for rapid growth in the real estate sector, and predict a very careful and very sensitive to external factors of recovery.

Optimism remains at auction in Asia, but growth in the regional index MSCI Asia Pacific does not exceed 0.3%. The main factors of growth for corporate accountability indices are Woodside Petroleum, the second largest oil company in Australia, and the revision of forecasts for the automotive sector Nomura. Sootetstvenno, automotive and neftyanka escaped into market leaders. Against the background of the restoration of quotations 6 major industrial metals has shown good momentum of mining and metallurgical market.

by positive external background in domestic stock trading sites must be revealed to the growth of 0,5-1%. MICEX Index is likely to be able to grow up to 1050 p. Meanwhile, the further evolution of trades at the Russian sites will largely determine the quotations of commodity markets: in anticipation of the publication of data on the stocks may resume sales in the oil market, which could limit the growth of Russian indices.

Among the sectors most attention is paid to energy. First, will resume trading today, shares Rusgidro. Judging from the dynamics of ADR, shares may fall by 10-12% - to EUR 1,05-1,07. per share, but after some stabilization at these levels and the emergence of details regarding the accident, shares of the company will need to resume growth, during which they could return to pre-damage levels. Secondly, the demand will continue to push up shares genkompany with assets in Siberia: primarily deals with the Krasnoyarsk hydroelectric power station, which provides basic power and substitute Irkutskenergo. In addition, demand will benefit from the action of heat, which can benefit from the growth of developing and increasing tariffs: TGC-13, which belongs to block package Krasnoyarsk GES Kuzbassenergo, and OGK-3, two plants which are located in Buryatia.

Gazprom, turn, can benefit from the exit of non-participation in the development of Kovykta. On the one hand the company is deprived of a potentially large field, on the other - the company has enough capital-intensive projects in the Yamal and on the shelf, which should provide him with growth stocks. Thus, the rejection of Kovykta gas monopoly relieve excess spending, even more so at higher prices.

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The European indexes grow on Tuesday at the data to increase business confidence in Germany
Forex - results of day
The forecasts of analysts: An interesting paper for the purchase of shares will be the oil and gas and banking sectors
Went up for the night, the oil will be little comfort to holders of securities at the opening of the oil
Trading volume on the Russian market continues to fall, indicating a depletion of Bears
Today at the Russian sites, you can expect moderate growth of quotations on opening
Given the dynamics of oil prices and positive closing of U.S. exchanges, we can assume that in the morning, the power bulls will be unique
Following Tuesday MICEX index value of 1035.45 point, which is 0,005% higher than the closing of the previous trading day
On FORTS futures on Brent oil grew by 2.85% against a background of intensive correction up, futures are traded in the black (0.30%, 72.58 $ /bbl)

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