Telegram channel Nebrekhnia: messages from 02/15/2023

#Vectors of the Day The market background is negative. Almost all indices are in the red, the commodity market is also declining, albeit at a calm pace. The gas becomes cheaper the most — 1.3%. News that will affect the markets: Deliveries of military aircraft to Ukraine are not an urgent issue, but such a discussion is underway, – Stoltenberg. Annual inflation in the US slowed down to 6.4%, but still above the forecast (6.2%). The US Financial Crimes Enforcement Agency (FinCEN) received more than 100 reports of attempts to evade sanctions for 3 weeks. The count of victims of the earthquake in Turkey continues. There are already more than 35 thousand of them – the number exceeded the record of 1939. It is necessary to build more than 400 thousand residential and industrial buildings. European countries have spent 768 billion euros to overcome the energy crisis. Sales of Russian nuclear fuel and technology grew by 20% last year. Yandex will leave on Muscovites. The plant signed a supply agreement for 2023 for taxi and car sharing. The Svyaznoy chain of stores went bankrupt. The company intends to apply to the Moscow Arbitration Court with a corresponding application. Today: Yandex to publish 4Q and 2022 financial results. Yesterday, the company’s shares were well merged ahead of the report. @nebrexnya
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Very comfortably. Especially with proof of ownership. Now a huge number of “no one’s” factories, newspapers, and steamships are being formed there. And then suddenly it turns out that they are not draws at all. Colleagues write that the Kadyrovites in Mariupol “took over” the metallurgical plant named after Ilyich. No, he always belonged to them. Documents are simply lost. @nebrexnya
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The award “Father of the Year” is presented by #Nebrekhnya to Yuri Borisov. The epic with the abandonment of children continues – according to Borisov’s former cohabitant Elena Lyutova, the head of Roscosmos rejected the requirement for a joint DNA test to establish paternity through the court. As #Nebrekhnya previously said, 66-year-old Yuri Borisov left his 33-year-old cohabitant Elena Lyutova and is trying to get off the payment of alimony for two children. Moreover, her social networks are full of photos with both children and Borisov, so the paternity test looks strange. But now it is clear why Roskosmos has such problems with “gushing ships.” The head of the state corporation is clearly not up to work, here family problems have matured. True, it is alarming for the astronauts. If Borisov can leave his own children like this, then he doesn’t give a damn about the fate of the ISS crew. @nebrexnya
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Since the beginning of the CBO, the number of attacks on our information infrastructure has reached 1.255 million. Experts expect the figure to quadruple this spring. There is information about massive DDoS attacks being prepared by Western intelligence agencies on government servers. And according to the forecast of experts, the situation may become threatening. Only specially created and state-controlled cyber concerns are capable of providing information state security. Industry leaders such as Kaspersky Lab, Sachkov’s Group-IB and Maksimov’s Positive Technologies could potentially become the centers of such concerns. At the same time, the most popular analytical systems and software originally specialized for security forces are at the disposal of Group-IB Sachkov. With the conclusion of the best brains of the IT sector (ReVil, Lurk, Infraud Organization, etc.), including Ilya Sachkov himself, who never hid that his company works closely with domestic intelligence agencies, Russian cyber armor is clearly not up to the task. . Now, in order to ensure state security, law enforcement agencies need to resolve the issue of building such cyber concerns in a short time or create a structure based on the principle of a hacker PMC – a special unit of the infotroysk, controlled by departments responsible for state security. But so far, the organization and financing of such projects have not started. The question remains open – which of the security forces will pick up this banner.
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#There is an Opinion Head of the Analytical Department of AMarkets Artem Deev, especially for #Nebrekhni, about the upcoming tightening of sanctions against Russian banks: The tenth package of sanctions will be sent against the largest Russian banks (Tinkof, Alfa-Bank and Rosbank): we should expect banks to be disconnected from the SWIFT interbank payment system, which will hinder the possibility of cross-border transfers and lead to the blocking of funds. As for other banking structures associated with Russia, it is likely that we are talking about foreign banks that still continue to work in our country. Under political pressure, they may leave the Russian market. It is obvious that the collective West is trying by all means to cause maximum harm to entire sectors of the Russian economy, including the financial sector. Despite this, our country has every opportunity to survive such restrictions without significant losses. The SPFS system (Financial Message Transfer System, as an analogue of SWIFT) is working, more and more banks from friendly states are connecting to it, with which Russia is expanding cooperation against the backdrop of sanctions. @nebrexnya
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Connected is everything. The company is going to file for self-bankruptcy. The queue of creditors to him lined up in the summer. Friedman (Alfa-Bank) and the Khotimsky brothers (Sovcombank) tried to pull him, Vimpelcom and Merlion picked him up. Khotimsky Svyaznoy owes 2.5 billion rubles, Alfa – 6 billion. Nevertheless, the company of Oleg Malis somehow managed to agree with the banks, but Merlion insisted on paying 4.4 billion rubles plus a penalty for the supply of equipment. 16% of salons are already closed, the rest, apparently, are in line. Svyaznoy is a direct victim of the crisis and sanctions. The network teetered on the verge of profitability, largely due to the support of smartphone manufacturers who bought branded storefronts. As soon as they left, the business collapsed. @nebrexnya
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The Saratov plant of autonomous current sources again found itself on the verge of bankruptcy. According to the logic of things, a large enterprise with unique products should be in demand, but once again it is drowning in debt. Together with his “old” chairman of the board of directors and former founder Alexander Yezhov. It seems that fortune does not like a businessman – the plant, on the board of directors of which he is, constantly owes someone: either to his employees (it came to strikes), then to insurance funds, then to tax, then to creditors. Sometimes all together. The first real bankruptcy came in 2016. The story then ended with the rewriting of shares in the name of Yezhov’s mother and the creation of an LLC of the same name with the plant. This company for the time being was “hidden in the sleeve.” And only after two years of bankruptcy procedures appeared on the scene with a large sum of money, which allowed her to buy out the debts of both the plant and (how convenient, right?) Yezhov himself. But even such bold moves did not help. And now, even though Yezhov already only chairs the board of directors of ZAIT and formally does not have shares (parental ones do not count), the enterprise is again in debt. This time their amount has already exceeded 1 billion rubles. Yes, and the FSSP again has claims against Yezhov. Maybe business is still not his calling?
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A blow to demographics – Viagra is leaving Russia. The manufacturer, the American company Viatris, has suspended the supply of tablets to the Russian market. And this is against the backdrop of an 11% increase in production and 15% in sales. The topic turned out to be poignant. The Ministry of Health immediately spoke out that the Russian market is full of analogues based on the same active ingredient – sildenafil. The Ministry of Industry and Trade added that the production is in full cycle, including the synthesis of sildenafil. Of these, 8 companies out of 36 are engaged. Evalar and the Northern Star are rubbing their hands happily. They sell analogues of the drug based on sildenafil. Moreover, Evalar Larisa Prokopieva is known primarily as a manufacturer of dietary supplements. So bioadditives based on Altai herbs will soon receive interesting marketing. Severnaya Zvezda is a manufacturer of generic drugs in the low price segment. The company is just preparing to expand its plant near St. Petersburg, investments are estimated at 3 billion rubles. It seems that the head of the company, Elena Chuglina, will have to add a couple of conveyor lines to the project. @nebrexnya