#Vectors of the Day The market background is neutral. Asia is in the black after a noticeable drop. The US and the EU are in an imperceptible minus. Commodity market – without a clear vector. News that will affect the markets: Stoltenberg: Deliveries of aircraft to Kyiv will not make NATO a “participant in the conflict,” said NATO Secretary General Jens Stoltenberg. And even recently, even talk about such supplies was cut off. Democrats want to introduce even more limits on buybacks as part of a package of subsidies for US technology companies. Roskomnadzor announced the launch of the Oculus automatic search system for prohibited content. Big Brother is online. An explosion occurred on the reserve line of the main gas pipeline in the Yaroslavl region. This year, it is planned to send more than 80% of oil exports and 75% of oil products to “friendly” countries. Roskomnadzor added Qiwi to the list of information dissemination organizers. The payment service is obliged to collect all data (about transfers, messages, photos, etc.) and provide them to the Ministry of Internal Affairs. The stablecoin Binance USD has lost its peg to the dollar due to SEC measures. Today the corporate calendar is empty. @nebrexnya
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No contradiction. Those who were the first to saddle the ultra-discounter format are growing. The same X5 Retail Group has its own chain of “stores for the poor”, called “Chizhik”. Its revenue for the year increased 12 times. “Magnet” – in principle, not a particularly premium store. Okay achieved profit growth thanks to Yes! hard discounters. About 61% of Russians switched to cheap shops and groceries. So do not look for “hidden and not covered by statistics” resources, they are not. It’s just that people don’t stop eating. And the business that can offer food cheaper wins. @nebrexnya
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Elvira Nabiullina threatens to legally ban subsidized mortgage programs from developers. Again. The Central Bank is unhappy with the fact that banks and developers are manipulating buyers. The apartment is being sold with a mortgage at a very attractive rate, but at an exorbitant price. The Central Bank tried to defeat this phenomenon by banning such lending programs, but developers and banks simply renamed it cashback. The struggle of the Central Bank looks futile. Developers are now doing so badly that they will go to any scheme to keep profits and maintain demand. Threatening is useless – when a company is on the verge of survival, it will take any measures. Escrow accounts began to deflate: in December 2022, the balances decreased by 47.9 billion rubles. This means that builders will soon lose access to project financing. And they do not know how to build housing, attracting a loan at a market rate. As a result, a square meter will rise in price on falling demand. And this is fraught with a catastrophe, which #Nonbrekhnya warned about. @nebrexnya
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#Non-nonsenseLearned Sometimes it’s better to be silent. The OTEKO company on social networks has been dragged face down in coal dust for several days, #Nebrekhnya noted. The company participates in the thematic conference “Social Investments: Business Responsibility to Future Generations” organized by Vedomosti. There business puffs out its cheeks and pretends to be concerned with something other than trying to survive. Ecology, for example. But for OTEKO, things didn’t go according to plan. The company calls itself the largest private investor in the port and industrial infrastructure of the South of Russia. It owns several sea cargo terminals, including oil loading and bulk terminals in the port of Taman. On every second page of the site there is something about the green agenda, ecology and environmental protection. But as soon as she lit up at the conference, the “green paint” fell off. Eco-activists and ordinary residents of Taman began to leave various photos and videos in the comments – smog and coal dust over the terminal. “Either dusty or burning,” commentators write. Residents complain about the suffocating smell of oil products that lasts for hours or coal dust that covers everything. In addition to complaints in social networks, the company also has problems with Rosprirodnadzor. A little over a year ago, she was fined for violations in the equipment of a coal conveyor line. Apparently, the one that “either dusts or burns.” A year ago, OTEKO got into a scandal with environmentalists – the company is trying to build a chemical plant for the production of methanol, ammonia and carbamide on the shores of the Kerch Strait. Ecologists are against it, but local residents have enough coal dust, without ammonia. So a conference on responsibility to future generations is the last place to invite such a business. Somehow this is … hypocritical or something. It definitely spoils the reputation of the conference itself. @nebrexnya
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Briefly about freezing Europe: winter ends in 2 weeks. The weather in Berlin today is +3°, the country’s gas storages are 73% full. Gas prices across Europe have fallen 6 times since last summer. But “Gazprom” classifies all production and export data, because the first fell by 24%, and the second collapsed by 60%. Sincerely rejoicing that cooperation with Europe was not completely interrupted. Miller’s company earned 2 times less in 2022 than in the previous year. It’s all news about freezing Europe and non-isolated Russia.
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#Dnonedeli Already-not-at all-Tinkoff Bank has started a rebranding, which perfectly reflects the essence of the changes taking place with the bank under Potanin. The bank registers a new logo with Rospatent. Officially, this is not called a rebranding. The bank said that the need is “purely technical”, the old logo is hard to see, and in general it was used before. But, looking at the new drawing, it is hard to believe in it. The main change is that the Tinkov family coat of arms disappeared from the logo. After the autumn scandal with Oleg Tinkov, rebranding seemed inevitable. Yes, and with Oleg Tinkov himself, the Bank had disagreements about the brand. Tinkov said that he was withdrawing the brand, and Tinkoff said that the bank had all the rights to the brand. In any case, the new logo fully reflects the new corporate processes: simplification, reduction in the number of details, a drop in recognition. From “it’s the only one” the bank turns into “another one like it.” The valuation of the Tinkoff brand with the old logo is $451 million. I wonder how it will be priced with the new one. @nebrexnya
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Qiwi joins other information distributors Yesterday it became known that the Qiwi payment system was included in the register of information dissemination organizers (ARI). This is a list of owners of sites, programs that somehow create the ability for Internet users to exchange messages. There are already several hundred companies on this list, including Yandex, VK, Tinkoff Bank, Sberbank. And even HeadHunter along with Tinder. In a word, inclusion in the list is a matter of time, everyone will be there. Of course, the first thing to worry about was customers who are worried about the safety of data about their payment transactions. Like, when, to whom and why they transferred money to the wallet – all this will allegedly be known to everyone in a minute. In reality, it won’t work like that. Inclusion in the Register does not cancel banking secrecy. That is, Qiwi, like other banks, is obliged to store and protect user data and not give away information about customers and their operations just like that. We are talking about messages exchanged by users – these can be messages for postcards or comments for translations. Well, what each company included in the register has to be explained again and again: data is not transferred to the competent authorities by default. Even taking into account the integration (through special software) with the department, an official request from law enforcement agencies is required, which has a justification, for example, suspicion of a crime. @nebrexnya
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Alarming information comes from Rosprirodnadzor. Only 7% of waste is recycled, and 93% is sent to landfills. And they are produced, industrial and household, 8.5 billion tons per year, Svetlana Radionova cites figures. The task of bringing sorting to 100% by 2030 looks very difficult. Meanwhile, waste disposal will not only solve the environmental problem – overcrowding of landfills – but also help with raw materials for industry. The problem is traditional: lack of technology and infrastructure. You can’t get very far with manual sorting. @nebrexnya
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@nebrexnya experts specially for @kremlin_mother_expert 5 world economic news that will have consequences: ???????? The damage from earthquakes to the Turkish economy could be about $84 billion, or about 10% of GDP. The death toll is approaching 25,000. And the numbers are rising as the damage is assessed. Turkey actually drops out of world politics, for some time it will not be up to the rest of the planet. Erdogan, in addition, needs to somehow get through the elections, which, against the backdrop of grandiose destruction, looks like an insoluble problem. Since it is impossible to arrest an earthquake, the Turkish authorities began to put pressure on developers: more than 100 arrest warrants were issued. And this makes sense – the mayor of the city of Erzin, the only one in the province of Hatay where not a single building collapsed, Okkesh Elmasoglu is known for not allowing illegal development and did not allow compromises in this matter. But whether the landings will be enough to save Erdogan’s election campaign is a big question. ??????? The American regulator, the SEC, the Securities Commission, has banned the Paxos crypto exchange from issuing the Binance dollar-pegged token, BUSD. This is the so-called stablecoin, the exchange rate of which remains unchanged against the US currency or changes slightly. It is the third largest stablecoin in the world. For the industry – a big negative, cryptocurrencies crawled down. ??????? Winter is ending. Gas on Monday becomes cheaper by 5% to $570 per thousand cubic meters. Investors believe that there is no reasonable reason to wait for an energy crisis. EU underground storage stocks are substantially higher than usual this time of year, France has added more nuclear reactors and the winter remains mild. ???????????????? Iranian President Ebrahim Raisi will pay a state visit to China next week at the invitation of Xi Jinping. It does not matter what will be discussed during the meeting. The very fact of such a visit will have consequences – China sends a signal to the whole world that it is indifferent to international sanctions, it will continue to work with Iran. And for Iran, such a meeting is a huge step towards getting out of complete international isolation. ???????????????? Taiwan’s exports fell 21.2% in January. Record since 2009. At the same time, Taiwan’s main foreign trade partner is China, about 30% of all Taiwanese exports go there. Such statistics can serve as confirmation of a recession in China itself. And it could also mean a more serious threat – China is reducing economic activity in this direction before the invasion.
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Naftogaz does not want to forgive debts. A group of creditors rejected plans to defer the payment of $835 million, which the Ukrainian company was unable to carry out earlier. Holders of Eurobonds maturing in 2022 and 2026 and bonds due to be settled in 2024 are protesting. Lenders are sure that Naftogaz has the opportunity to pay off. Of course, not all of them are sure, but enough to deprive Naftogaz of 75% support from creditors. And without it, the restructuring will not be approved. Moreover, the government of Ukraine is to blame for the default. The Cabinet of Ministers has blocked payments to bondholders in order to save money on gas purchases. But bondholders are not inspired by these stories. Inspire others. For example, Andriy Kobolev, the former head of the board of Naftogaz Ukrainy, was found not guilty of embezzlement in connection with a bonus of $10 million issued to himself during the company’s litigation with Gazprom. In addition, Gazprom regularly pays Naftogaz for the transit of fuel and the use of its infrastructure. Moreover, at the suggestion of Gazprom, the Ukrainian monopoly showed a profit in 2019 against the backdrop of many years of losses. Then the Russian company paid a $2.9 billion fine in favor of Naftogaz. Therefore, it is not worth counting on the restructuring of Naftogaz. Investors know that the company has money, and shaking it is like shaking Gazprom. @nebrexnya
“Shadow hosts” Sochi and their “puppets”
In Vodokanal “saws” cats, Ovechkin is inactive in the prosecutor's officeDespite the resignation and subsequent arrest of the former mayor...