Hitters and losers of the week on the stock exchange IMOEX grew up on negative news last week, and this week it began to break through new ceilings. Friday close – above 3000 pt. With all the technical validity of the correction, the market continues to climb to new heights. And it seems that only a very high-profile political or front-line event can stop its movement. As practice has shown, the explosion of the Crimean bridge and UAV strikes on Moscow are not enough for this. TOP 3 stocks that grew this week⬆️ 3rd place: Noventiq (formerly Softline) +39.71% ???? The Russian part of the business, which retained the name Softline, seems to be preparing to enter the Moscow Exchange. It is very likely that he will offer investors to buy Noventiq receipts, and this causes prices to rise. 2nd place: CHZPSN +52.65% ???? The Chelyabinsk plant for the production of corrugated board and sandwich panels scares more than pleases investors. On what and why it grows is not clear. And so almost in all papers of 2-3 echelons. Sudden shootings, rockets and hypervolatility. The thought begins to creep in, and maybe in the first echelon so? 1st place: Globaltrak +62.64%???? The curiosity of the week – beguiled shares. Globaltrans is likely to move from Cyprus to the Abu Dhabi Special Economic Zone. This has a number of positive consequences for the company, but the papers of completely different transport companies, Globaltruck, took off on the news. TOP 3 stocks that fell in price this week⬇️ 3rd place: Rusagro -2.23% ???? Rusagro’s revenue in the second quarter fell by 10% in annual terms. Hence the decline in securities. 2nd place: Qiwi -5.58 ???? The Central Bank has turned the payment system into a pumpkin. How and why, #Non-nonsense was sorted out here. 1st place: NKHP -5.98% ???? Novorossiysk bakery grew a lot on the cancellation of the grain deal. And now, on the one hand, there is a correction, and on the other, a softening of rhetoric and talk about Russia’s return to the deal. @nebrexnya
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@nebrexnya experts especially for @kremlin_mother_expert TOP 5 market news ???? Foreign Exchange Market Banks no longer want to accept cash in foreign currencies. This option is not available in 11 out of 13 systemically important credit institutions of the Russian Federation. De-dollarization in Russia has come true. ???? Commodity market The price of Urals for the first time in 2023 exceeded $65. The discount to Brent is already less than $15 per barrel. This could lead to an increase in oil and gas revenues. But the problem is that production in Russia is declining. Because of this, incomes only fall. So the budget hole is still patched and patched. ???? Stock Market The shares of Globaltrak ($GTRK) rose sharply on the stock exchange and almost doubled. This is because Globaltrans ($GLTR) has announced its move to Abu Dhabi, a special economic zone, which is certainly positive for the international organization. And no, there is no typo here. Investors simply confused Globaltrak and Globaltrans and dispersed a company that is not in business at all. It happens in the market too. ???? Stock market Polymetll’s shareholders have approved the delisting of the company from the London Stock Exchange. The company will cease trading on the LSE on 29 August. It will now be possible to buy Polymetal on the exchange in Astana and on the Moscow Exchange, when it lifts the moratorium on transactions with POLY. ???? Cryptocurrency market Business did not appreciate the digital ruble. More than 65% of Russian companies do not see the benefits of the digital ruble for their business. Only 7.2% of companies consider the initiative useful. 16.7% call it unnecessary. And a number of experts are sounding the alarm that the new money will make it possible to organize total surveillance of the expenses of both individuals and organizations.
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Russia is trying to find at least some allies. This is extremely difficult in the current international situation, but there is not much choice. And the last Russia-Africa summit is an important step in this direction. HSE experts spoke about the importance of the last forum especially for #Nebrekhni. @nebrexnya
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Leads from the criminal case of the former judge of the Moscow Arbitration Court Elena Kondrat may lead to the high-profile “Magnitsky case” and the withdrawal of at least 26 billion rubles from Russia to Estonia in 2013-2015. Kondrat was sentenced yesterday to 9 years in prison for a $50,000 bribe; the defense will file an appeal, insisting that the case was falsified. However, Kondrat’s lawyers are trying to accuse judge Elena Makhalkina, the chairman of the Moscow Arbitration Court Nikolai Novikov, several employees of the FSB and investigators of the Main Investigative Committee of the ICR of falsification. So the appeal is doomed to failure, we are talking about too high-profile names and hundreds of billions of rubles. Elena Kondrat is the wife of Ivan Kondrat, former Deputy Prosecutor General of the Russian Federation, and the mother of Nikolai Kondrat, a law student at Moscow State University, accused of killing the family driver and plotting several more murders. According to investigators, in September 2020, she proposed to Judge Makhalkina to remove several people from the list of subsidiary defendants in the bankruptcy case of the Transport Construction Supply Department. After a month and a half (!) Makhalkina reported to the FSB, after which the “faces” took Kondrat when handing over a shoe box with $ 50 thousand. Here the oddities begin: both women first stated that this was not a bribe, but borrowed money to buy an apartment – and a little later, Makhalkina really bought an apartment. Nikolai Kondrat, according to investigators, decided to take revenge on Makhalkina for the set-up and … kill her with a crossbow. The family driver allegedly found out about this and Nikolai Kondrat ordered his murder to a certain Nikita Matsnev. He testified to the security forces, saying that Kondrat also planned the murder of the Bryansk governor Alexander Bogomaz. In this story, too, not everything is in order: at the confrontation, Matsnev refused to testify, saying that he had given them under torture, and the traces of torture were confirmed by an official medical report. In court, Matsnev could not testify, because he was taken from prison to the SVO. The version of the Kondrat family: both cases are ordered by the chairman of the Arbitration Novikov as revenge for the intractability of the judge. According to Elena Kondrat, Novikov asked her to make the necessary decision on the bankruptcy case of IC RE-PORTO LLC, but she refused. The story of RE-Porto is a piece of the puzzle in the case of the withdrawal of hundreds of billions of rubles from the Russian Federation. Its defendants are the banker Roman Stroykov (a friend of the General of the Ministry of Internal Affairs Romanov, the organizer of a VIP hunt for the security forces) and several of his accomplices. Money through fake deals was withdrawn to Estonia, where Stroykov was in the top 20 richest businessmen; about 26 billion rubles were spent only on proven episodes. But this is only one of the huge network of firms created by Stroykov. There was also Expert Bank, Rus-Resource Trading, Technosvet Complex, Antares and dozens of others. The name of the Russian-Estonian businessman surfaced when the Swedish television SVT published a story about laundering through the Estonian branch of Danske Bank from 2007 to 2015 $ 230 billion, mainly from Russia. The laundering channel was connected with the ex-president of Ukraine Viktor Yanukovych, the cellist Roldugin, and Dmitry Klyuev, a person involved in the Magnitsky list. As for the Chairman of the Arbitration Novikov, he once started as the head of the legal department under Sergei Kiriyenko, with whom he did not lose touch. And one more thing: in the same 2020, according to the “Kondrat scheme”, Olga Alexandrova, Novikov’s deputy, came under criminal investigation. A colleague accused her of taking a bribe of $60,000 for making the necessary decision on the case, and the evidence in the FSB (as with Kondrat) was an audio recording on a smartphone. Alexandrova also said that she was set up by Novikov, whom she prevented from “making the necessary decisions”, but she was fired from her post, and the judge who accused her became deputy chairman instead. After the “Kondrat case”, Yulia Zhdanova, the wife of the deputy head of the Moscow FSB department, Sergei Natarov, also became deputy chairman in the Moscow Arbitration Court, the detective Ushakov became a lieutenant colonel, investigator Kondratyev became acting. head of one of the departments of the Main Investigative Committee of the Investigative Committee of Russia in Moscow.
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The debts of the constituent entities of the Russian Federation are nothing more than pieces of paper. The regions have very little autonomy in the formation of budgets. Municipalities have no such autonomy at all. Therefore, the region may owe at least 300% of its GRP. He will still receive as much as he needs through various federal targeted programs. But if he behaves badly in a political sense, he will be left without federal money and with debts. This ensures the political controllability of the system. Yes, this makes the development of the regions impossible, but the governors do not climb into the presidential elections and do not make eyesore without demand. @nebrexnya
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Destroyed independent media, blocking access to social networks. The propagandists rage on TV. Telegram remains the only window to the real world. “Malyuta Skuratov” sees everything and honestly tells what is happening. Sarcastic comments that kill facts, analytics of the moment and tomorrow. The reality of the “special operation” time is in full view of Malyuta. Do you want to read an honest channel? Subscribe to @mskuratov
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#Results of the Week The main events of the outgoing week according to #Nonbrekhni: Reputation works against the schemer. “Mushroom King” Alexander Udodov is trying to withdraw a billion rubles from Russia in an intricate way, #Nebrekhnya found out. The auto industry is shrinking. Bravura reports about the growth of the Russian auto industry turned out to be … not that zilch, but a very big exaggeration. Factories in Russia produced 41.9 thousand cars in June. And this is even less than in May, when 42.2 thousand rolled off the assembly line. But the trouble is different: compared to the pre-Covid 2019, the drop turned out to be threefold. At that time, about 130 thousand cars per month were produced in Russia. In 2021, they collected 114 thousand. No more drinking in St. Petersburg. At least, you won’t be able to go to Pyaterochka for penny alcohol: the chain’s license to sell alcohol in St. Petersburg was suspended due to the sale of alcohol to a minor three years ago. BRICS is throwing Russia. The Development Bank (NDB), created by the countries of the bloc to finance investment projects of the member countries, refuses to invest in the Russian Federation. Nabiullina shook out 284 billion rubles from the ex-heads of Binbank and Growth Bank Mikhail Shishkhanov and Alexander Lukin. Not only oil, but also gas in Russia is being produced less and less. Production in the first half fell by 15%. In January-June it amounted to 267 billion cubic meters. And LNG was produced less by 4.5% – 16 million tons. Many questions to the official figures. Service Romir calculated that everyday goods in Russia have risen in price by 17% over the year. And this is almost 6 times more than the official picture of Rosstat. State sociologists have drawn an increase in the consumer price index of only 3.25%. The profitability of agricultural producers is declining. This was recognized even in the Ministry of Agriculture: the department expects it to fall to 16% this year (last year it was 20%). The State Duma decided to finish off Runet and forbade registering on Russian sites from foreign Google mail. Qiwi is in big trouble. The Central Bank limited the withdrawal of money to 1,000 (one thousand) rubles per month. Transfers – 15 thousand. @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...