Telegram channel Nebrekhnia: messages from 03/01/2023

#Vectors of the Day The market background is positive. Indices and futures in the US, EU and Asia are positive. The commodity market also shows positive dynamics. Only nickel is being corrected after yesterday’s growth, plus gas is slightly declining. Events that will affect the markets: The Pentagon admits that the Russian-Ukrainian conflict will last another 3 years. The United States is closely monitoring Russia’s attempts to circumvent sanctions through Central Asia – Blinken in Kazakhstan. Ukraine withdrew from agreements on border cooperation with the Russian Federation, Belarus and the CIS. We’ve been planning for a long time. VKontakte prohibits employees from remote work outside of Russia. Punishment machine. Future Fords will be able to move away from the owner if he misses payments for the car. General Motors is cutting several hundred jobs. Today: ????RF Ministry of Finance to hold OFZ auctions Turkish lira experts. ????Unipro to publish RAS financial results for 4Q and 2022 @nebrexnya
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In Saratov yesterday, a meeting was held between the Deputy Chairman of the Regional Government – the Minister of Industry and Energy of the Region Mikhail Torgashin and the management and employees of the local plant of autonomous current sources. Saratov ZAIT is unique – it is a key domestic supplier of accumulators, batteries and autonomous power supply systems. In particular, their batteries are used in the creation of railway equipment and in shipbuilding. Now ZAIT is under the supervision procedure, but as the general director of the enterprise Stanislav Egorov noted, this is carried out for the purpose of financial recovery and already in February the plant paid off the current tax debt. At the same time, the company plans to increase output by 50%. There is also support from the shareholder – TMH-Energy Solutions (part of Transmashholding). The company explained that they plan to develop the plant and increase purchases of its products. @nebrexnya
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Nuclear weapons have meant nothing in the past. It did not provide military advantages – the nuclear bombing of Hiroshima was not much different in its destructiveness from the non-nuclear bombing of Dresden or Tokyo. It is difficult to imagine a nuclear strike that would be effective. It makes no sense to use tactical nuclear weapons against a dispersed enemy (and artillery, MLRS and high-precision weapons taught the troops to disperse). The destruction of cities under the foundation deprives the meaning of the war itself – why does the victorious country need a radioactive desert? Nuclear weapons were only good for blackmail. And now, from under the mask that frightened entire generations of the inhabitants of the planet, the flimsy truth comes through. There is no point in using nuclear weapons. And never was. But the price of this scarecrow is cosmic. In 2022, ICAN estimates sounded: the United States is spending $84,000 on nuclear weapons, Russia — $16,000, and North Korea — $1,200 per minute. @nebrexnya
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@nebrexnya experts especially for @kremlin_mother_expert TOP 5 market news ???? Currency market. Erdogan is true to himself. The President of Turkey consistently put pressure on the Central Bank, demanding to reduce the key rate even against the backdrop of record inflation in the country. And now, after the devastating earthquake, the rate has been lowered again to 8.5%. The president’s logic is understandable. Islam does not allow the issuance of money at interest, so the very concept of a key rate contradicts it. But can Erdogan explain his logic to the economy? ???? Stock market. The Moscow Exchange Index added 3% after the president’s address to the Federal Assembly. It is understandable – they were waiting for a catastrophe and mobilization, or at least a nuclear strike. But the fears were not confirmed, there was nothing new in the speech. Therefore, the markets exhaled and went up. However, no one has canceled the fundamental problems, so no one can guarantee the long-term growth of this growth. ???? Stock market. RUSAL has huge problems. The US imposed a 200% duty on Russian aluminum imports. And now there is no point in supplying metal there. But even in China, no one needs Russian aluminum, their warehouses are overstocked there. ???? Commodity market. Russia manages to bypass the price ceiling. Russian oil has been selling for at least four weeks at $74 per barrel instead of the allowed $60. Rescues the shadow fleet, which is about a hundred tankers. They quietly transport Russian raw materials for export, helping not to drop the price. ???? Cryptocurrency market. Major crypto exchanges Huobi and KuCoin (Seychelles) did not take any measures to enforce sanctions against Russian banks. They even accept cards through the sanctioned VTB and Sberbank. This is a direct violation of American and European sanctions, but few people can keep track of the crypto.
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Neural networks can fake your identity. Voice, image, practically anything. Technologies make it possible to deceive even bank recognition systems, not to mention the famous “mom, I got into an accident, I urgently need 100 thousand”. #Non-nonsense figured out what new technologies bring with them and how the cyberfraud industry will change. @nebrexnya
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Magnit has launched a new generation of discounters – B1, or First Choice. The format for domestic retail is unusual: a minimum of staff and more self-service checkouts, a concise assortment with large sales for each item and a stake on private labels. Actually, this allows you to save money: prices in B1 are 20-30% lower than in ordinary supermarkets, without losing quality. The shelves receive the minimum that people expect from a convenience store, in the most convenient format: large packages, a lot of loose goods – even shrimp, so that you can take a few pieces for a salad and not overpay. Also fresh baked goods from our own bakery. Thanks to well-thought-out infrastructure and logistics, Magnit expects to maintain a democratic price and not save on the quality of products. In addition, the cost of advertising and packaging will be less. The first points opened in Stupino, Elektrostal and Tuchkovo, soon there will be up to 15 stores in the Moscow region. Read more about how the new network works in this article.
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#There is an Opinion Head of the Analytical Department of AMarkets Artem Deev specifically for #Nebrekhni – about the ban on banks using foreign instant messengers when communicating with customers: We are not talking about a complete ban on banks using foreign instant messengers. According to parts 8-10 of Article 10 of the Law “On Information, Information Technologies and Information Protection”, banks will be prohibited from using foreign instant messengers to transfer certain information that contains financial data or personal data of customers. That is, from now on, the bank will not be able to send the client’s passport data, payment orders, loan agreements, account data, etc. to anyone through the messenger. All this information will be transmitted by e-mail or personally to the client at the bank branch. Thus, the state intends to eliminate the possibility of leakage of important financial information and personal data. And this is in the interests of the citizens and businesses themselves, for whom it is important to maintain confidentiality. The list of messengers that banks will not be able to use to transfer such information includes Discord, Microsoft Teams, Skype for Business, Snapchat, Telegram, Threema, Viber, WhatsApp, WeChat. The possibility of advising clients or solving current issues remains. That is, little is technically changing, but security measures are being increased to protect financial and personal information in the country’s banking system. @nebrexnya
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Debt Scheme The bankruptcy case of LLC IstokKapital, a former counterparty of Plus Bank, is being considered by the Arbitration Court of the Omsk Region. A few years after the resignation, top managers filed a lawsuit against the successor of their financial structure, the Asia-Pacific Bank (ATB), and will try to recover 1.3 billion rubles from the new owner. According to lawyers, such a statement was made possible precisely thanks to the financial schemes implemented in the past. And IstokKapital, apparently, was one of the links in the chain of gray schemes of former top managers. Which were involved in the withdrawal of more than 8 billion rubles through affiliated companies.
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Exclusive BCS forecast: Russian stock market, view of March February for the Russian stock market closes neutrally: the Moscow Exchange index remained almost unchanged, experts from BCS World of Investments noted in a forecast prepared specifically for #Nebrekhni. “But serious passions raged inside the period – at the moment the index flew up to 2290 p., And our nearest growth target for the month was actually fulfilled, and then a strong correction to 2140 p. Amid geopolitical nervousness followed,” said the stock market expert. BCS World of Investments” Mikhail Zeltser. Concerns about February 21-22 were exaggerated, and by the close of the month there is a buyout of a deep drawdown and a strong technical up formation. Experts expect more confident growth of the Moscow Exchange index in March. If there are no external shocks, the 2300 level is unlikely to hold. The leaders are unchanged: banks and the IT sector. They historically show a higher sensitivity to the general market trend, and now the sentiment is precisely for growth despite the continued tough external agenda and the risks of a budget deficit: ????Sberbank. The undisputed favorite of the sector. In addition, it is the first among credit institutions to disclose IFRS financial statements. On the horizon of the year, it may show 300 rubles per share. ????Ozon. Analysts still like it, and there is still almost +25% to the annual target. Oilers look weak, but they are oversold in terms of technical analysis: ????Gazprom. It can show a quick and strong rebound at the moment. ????Tatneft. Forgotten by investors in 2023 paper. In other words, the outlook for March is full of optimism. The only question is the geopolitical situation and possible external shocks. @nebrexnya
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#DnoDay Sber can no longer afford European cars. Carsharing Citydrive (owned by Sberbank) starts selling off its fleet. You can choose cars online or in a showroom in Moscow. Age – a year or older, which is a lot for mercilessly exploited carsharing cars. But they offer a very modest discount – 5-10% from similar offers on the market. Keeping your fleet running is getting harder and more expensive. During 2022, prices for carsharing increased by more than 25% due to difficulties in the supply of spare parts and updating cars. Therefore, the Chinese will have to buy – the company announced the purchase of JAC J7, Chery Tiggo 4, Geely Coolray. And the unlucky public can offer their own illiquid assets – shabby cars of European brands, which in the current realities are almost impossible to adequately service. And there is no need for illusions – if an organization with all the resources of Sberbank cannot cope with this, then an individual will get bogged down even more so. @nebrexnya