Jpmorgan Emerging Europe... Share Discussion Threads

[loganair] 26/3/2024 12:54

The MOEX Russia index traded flat at around 3,285 on Tuesday, unable to prolong yesterday's positive momentum due to the loss of support from higher oil prices. The gains in the IT, transport and telecommunications sectors were offset by declines in oil & gas and construction.

Among individual stocks, Rostelecom (1.9%), Rosseti (1.8%), PIK (1.6%), and TCS (1.5%) advanced. Also, AFK Sistema recorded wins, continuing its rally amid expectations of the IPO of the company's subsidiaries - MTS Bank and Element Group of Companies.

Meanwhile, Novatek (-3.4%), EN+ (-0.8%), Segezha (-0.8%), and Rosneft (-0.6%) dropped, with the former going ex-dividend. At the same time, Gazprom decreased by 0.9%, despite acquiring Shell's 27.5% stake in the Sakhalin 2 LNG project.

[brwo349] 25/3/2024 20:04

This is turning into a turkey shoot! Another ship, the 312ft long Ivan Khurs, also likely been hit as well.

[1917again] 25/3/2024 11:24

Russian evidenced equipment losses exceeded 15,035 now on Oryx, quite amazing

And these are only evidenced photo/video ones, real losses be much higher

2856 tanks
3677 IFVs
1273 AFVs
353 artillery (towed)
706 artillery (self-propelled)
361 MLRS systems
106 Aircraft
135 Helicopters

And of course quite a few of the Black Sea fleet have become seabed diving attractions

[brwo349] 24/3/2024 19:48

Zelensky hits back after Russia links Ukraine to Moscow attack

24/03/24


Zelensky points out the obvious to the Russian leadership, which he rightly refers to as "scum". That is anyone trying to flee across the Ukrainian border, an active front line, teeming with soldiers and millions of land mines, must be mad.

[brwo349] 24/3/2024 17:46

Oh dear. Another 2 Russian warships gone. At this rate the Black Sea Fleet is going to consist of a couple of rowing boats.

Black Sea Fleet nightmare for Putin after Ukraine destroys two 112-metre-long warships
Story by Alessandra Scotto di Santolo
24/03/24

[brwo349] 23/3/2024 22:28

Gangster Putin trying to implicate Ukraine in the Moscow concert bombing.

I bet he's forgotten about the hundreds killed in the Mariupol theatre bombing.

[1917again] 23/3/2024 17:29

ISIS are striking freely in Moscow, while the FSB arrest & torture Ukrainians for stating Putin is a war criminal

[1998 crisis mk2] 22/3/2024 20:53

Oh dear, logliar is on about the Jackanory fictional "S" account again

Anybody fancy buying some moon dust, I have plenty for sale

[loganair] 22/3/2024 14:13

Lukoil Dividend:

498 rub x 624,396 shares = 310,109,860 rub into JEMA's "S" Account = circa £2.7mln = circa 6.68p per share at an Exchange rate of 115 RUB to GBP.


As of 24th January 2024 at 115 RUB to GBP JEMA's "S" Account = 60.3p per share.

[loganair] 22/3/2024 14:02

The Russia index edged down 0.5% to 3,270 on Friday, giving back morning gains, as investors weighed the CBR's monetary decision. The country's central lender held the key interest rate at 16%, as expected but warned interest rates would have to remain elevated longer since inflation risks remain high amid labor market crisis and robust domestic demand. Analysts now see the chance of a first interest rate reduction no sooner than June.

On the corporate front, VK (-3%) and Segezha (-2.5%) were the most bearish, with the former suffering a hit after the company reported its net loss grew to 5.5 billion rubles in 2023. Additionally, Lukoil and X5 traded in the red due to unfulfilled dividend expectations.

Lukoil's Board of Directors recommended final dividends for 2023 in the amount of 498 rubles compared to the consensus of 686.4 rubles.

On the side of wins, Surgut (1.9%), Moex (1.6%), PIK (1.3%), and Yandex (0.8%) rose. Weekly, the index was set to end 0.6% lower.

[brwo349] 22/3/2024 10:45

Why time is not on Russia’s side
BY ALEXANDER J. MOTYL, OPINION CONTRIBUTOR - 03/18/24 2:30 PM ET

[loganair] 21/3/2024 17:05

NATO is going to spend itself into oblivion.

The replacement for the US Air force minuteman missile is going to cost over $1 trillion.

All the United States Ukraine aid packages are, are too secure the votes for the US politicians and are really a United States aid package for the United States.


I've heard that so far this year the Ukraine has lost up to 70,000 troops. If this is anywhere near the truth would mean by the years end Ukraine may lose a further 300,000 troops during 2024.


Being reported, Jake Sullivan has told Zelensky a victory for the Ukraine now means the Ukraine continuing to exist as a viable state and no mention of recapturing any territory that Russia currently holds.

[loganair] 21/3/2024 10:25

The MOEX Russia index rose to 3,280 on Thursday, rebounding from yesterday's muted session, supported by weakened ruble and gains in the IT and consumer goods sectors.

Among individual stocks, Segezha (2.5%), AFK Sistema (1.2%), Ros Agro (1.1%), and X5 (1.1%) increased the most. Also, Rosneft traded in the green after announcing the consideration of a buyback shares program.

On the negative side, Yandex (-1.7%), TCS (-1.4%), Inter (-1.2%), and GLTR (-1.2%) dropped. Meanwhile En+ and Rosneft were little changed after the publication of 2023 financial results. En's net profit plunged by 61.2% year on year in 2023, affected a fall in aluminum prices. Simultaneously, VK's net losses increased to 34.3 billion rubles vs. 3.9 billion rubles in 2022.

[1917again] 20/3/2024 21:45

Russia using 'fear' to rule occupied Ukraine, says UN human rights report

Russia has tortured and arbitrarily detained people in occupied Ukraine, creating a “climate of fear” and suppressing Ukrainian identity, a UN report said on Wednesday, reports AFP.

The report, which the UN human rights office said was based on more than 2,300 interviews, accused Moscow of “committing widespread violations” of human rights law.

Since invading in February 2022, Moscow has seized large swathes of southern and eastern Ukraine.

Russia has imposed its “language, citizenship, laws, court system, and education curricula on the occupied areas,” while suppressing a Ukrainian identity, the UN office said in a release accompanying the report.

“From the onset, Russian armed forces, acting with generalised impunity, committed widespread violations, including arbitrary detention of civilians, often accompanied by torture and ill-treatment,”; it said.

Russia had tried to suppress Ukrainian identity among children, replacing the curriculum in schools with a Russian one which sought to “justify”; Moscow’s invasion, the report added.

Peaceful protests have been meet with “force” from the Russian army, which has restricted free expression and pillaged homes and businesses, it said.

The report said Moscow has blocked access to Ukrainian media and phone networks in the regions in an effort to control information.

“The actions of the Russian Federation have ruptured the social fabric of communities and left individuals isolated, with profound and long-lasting consequences for Ukrainian society as a whole,” the release quoted UN high commissioner for human rights Volker Türk as saying.

Ukraine has accused Moscow of widespread war crimes in its occupied regions. The Kremlin denies any wrongdoing, calling its takeover of the regions a “liberation.”

[redhorse2020] 20/3/2024 18:17

Still speaking for the whole of Russia I see Log. So what does your statement mean for the non Slavic element of the Russian population, or are they not true Russians in this scenario? Furthermore, what are the implications for other European nations with Slavic people? Do you think they are all hoping to be invaded by Russia too?

[loganair] 20/3/2024 09:46

The MOEX Russia index edged up 0.4% to 3,280 on Wednesday, attempting to recover from yesterday's losses triggered by France's statement about sending military help to Ukraine and authorities' decision to ease financial barriers for non-residents, namely remove from the scope of the Presidential Decree of August 5, 2022 mutual investment funds (UIFs), the assets of which include shares of Russian strategic enterprises in the financial and fuel and energy sectors.

Also, caution dominated the markets ahead of CBR monetary policy decision on Friday since inflation was cooling slower-than-expected and the situation on labour market remained constrained.

On the corporate front, wins came from GLTR (3.4%), Yandex (3.2%), Alrosa (1.5%), and Lukoil (1.4%). Also, Transneft advanced by over 1% after publishing a 20.7% growth in its net profit for 2023.

In contrast, NorNickel (-1.5%), Unipro (-1.3%), Inter (-1.2%), and Segezha (-1%) declined.

[1917again] 19/3/2024 22:33

Please don't encourage logLIAR lada bot over to this thread. At present it only has truthful and factual posts

[1917again] 19/3/2024 22:28

The Russian Bolsheviks have discovered that truth does not matter so long as there is reiteration. They have no difficulty whatever in countering a fact by a lie which, if repeated often enough and loudly enough, becomes accepted by the people.

Winston Churchill

[loganair] 19/3/2024 20:22

For well over 150 years, Russia has wanted a united Slavic nation, similar to the Kurds who since the end of WW2 have wanted a united Kurdish nation.

This desire of Russia for some reason has terrified Western Europe who for some reason mistakenly believe Russia wants to establish a Russian dictatorship over the whole of Europe including Western Europe and 150 plus years later Western Europe still believes the same.