Jpmorgan Russian Securit... Share Discussion Threads

[loganair] 28/3/2022 08:55

All shares are trading on the MOEX today, unlike last week where only 33 were trading.

The MOEX reached an all time high of 4292.68 in October of 2021.

[bondholder] 28/3/2022 08:41

Moex down about 3 percent in early trading

[buywell3] 28/3/2022 02:12

A lot of brave women have remained to cook and help with medical care

To make netting to help hide soldiers and equipment from aerial drone view

Plus many to fight alongside their men

Circa 12M at least remain prepared to die if necessary

England needs these sort of people to add to their gene pool which over the last 30 years has regressed

boris

buywell wants you to allow 3M Ukrainian refugees into England whilst given such a great opportunity to improve ourselves

Fill your boots NOW

Or else face what is coming down the road later this year

[bondholder] 27/3/2022 23:27

I think we need to think in terms of several months or perhaps a year plus for a realistic prospect of a peace agreement. It won't be easy. Despite that shares still a hold.

[ny boy] 27/3/2022 19:29

It’s a defeat for Putin whatever the outcome, he will be much weaker at home and the Oligarchs won’t like being poor for long, the whole idea to invade a Country who has the fiercest fighters around was a total mis calculation. Putin is dead man walking

[loganair] 27/3/2022 19:17

A lot of the Ukrainian women folk are also on the front lines with their men folk.

Being local the Ukrainians also know the local terrain, the local lie of the land they're fighting on which is another massive advantage over the Russians.

[smithie6] 27/3/2022 18:57

...one item that is not discussed is the number of Ukrainians that are fighting, in theory every male between 18 & 60. Although it has probably not fully happened it is still a big % of the able bodied men >18 years old. Out of a population of ~40 million is it perhaps 10 million men ??
....sure, a lot only have an AK-47, & some are driving trucks, some of cooking....
But I reckon that Ukraine has a lot more fighters than Russia. And even an untrained soldier is a lethal weapon if he has an RPG or anti tank weapon in his hands. He only has to point it & press the button.

[loganair] 27/3/2022 10:59

I understand that the average Russian soldier was told by their senior commanders that the fighting would only last a few hours after they went into the Ukraine and with in 3 days they would be parading down the Midan in Kiev in full dress uniform with girls throwing flowers at them.

1 month in and the Russian haven't really got anywhere. no wonder why the average Russian soldier is so demoralised and doesn't want to carry on fighting anymore.

It seems to me to Putin taking the Eastern Ukraine up to the Dinipro river to him was the same as the Germans going into Austria in 1936.

[amaretto1] 27/3/2022 10:45

U listening to Sky again ?

[diku] 27/3/2022 10:11

Think the Russian soldiers are getting bogged down possibly due to weather conditions and lack of logistics in place...also the Ukrainian soldiers are putting on a strong fight...also Russian soldiers seeing the outcry against Putin across the West and the sanctions yet to be felt by the normal Russian people...something will give way here eventually...

[loganair] 27/3/2022 09:06

I've got a feeling why the Russian's are scaling back to just taking the rest of the Donbas and possibly Mariupol is not only are they unable to progress any further, also maybe the Chinese gave Putin the green light to go in and would back the Russians as long as they took the whole of the East of Ukraine up to the Dinipro river within a couple of weeks. As the Russians have been unable to do so possibly the Chinese are now privately saying to Putin, that's enough, you've had your chance and failed therefore you no longer have our full backing and must now scale back.

[loganair] 27/3/2022 08:59

British foreign minister Liz Truss says sanctions imposed on Russian individuals and companies could be lifted if Russia withdraws from Ukraine and commits to end aggression.

In an interview with the Telegraph, Truss held out the possibility the measures could end if Moscow changed course.

"What we know is that Russia signed up to multiple agreements they simply don’t comply with. So there needs to be hard levers. Of course, sanctions are a hard lever," she said.

"Those sanctions should only come off with a full ceasefire and withdrawal, but also commitments that there will be no further aggression. And also, there’s the opportunity to have snapback sanctions if there is further aggression in future. That is a real lever that I think can be used."

With the Kremlin’s troops struggling, her comments will be seen as a possible incentive for Mr Putin to cut his losses and broker a deal with Ukraine.

Her remarks fit with those of her US counterpart Antony Blinken, who has said the travel bans and asset freezes are “not designed to be permanent”.

The secretary of state said the sanctions could “go away” in the event of an “in effect, irreversible” withdrawal of Russian troops.

[buywell3] 27/3/2022 05:32

One would expect monies will have to be paid to put Ukraine back together again

Who will foot the bill ?

Must be a large one

[smithie6] 26/3/2022 23:27

"The Moscow Times
The Russian army said Friday that the first phase of its military campaign in Ukraine was over and troops will now focus on the complete "liberation" of the country's eastern Donbas region."

If this is the true new intention of Putin, perhaps it is the end of this intense stage of conflict.
Sadly, Ukraine now has a lot damaged buildings & infrastructure & 4 million ppl moved out of Ukraine to escape. And X thousand dead & injured.

[loganair] 26/3/2022 20:39

Moscow Exchange to Expand Limited Trading to All Stocks Monday:


Russia will expand limited trading to all shares listed on the Moscow Exchange in another shortened session on Monday.

The Moscow Exchange will trade Russian shares, in addition to corporate and municipal bonds, in a shortened four-hour session, according to the Russian central bank’s website statement. The ban on short selling these securities will apply, it said.

The bourse will also resume trading in foreign shares on Monday, which will be traded in a so-called negotiated regime, the Bank of Russia said.

[loganair] 26/3/2022 12:45

The central bank in Russia just announced they will buy gold at a specified rate from its banks for the next three months. While this rate is under the current price of gold, it effectively pegs the ruble to gold and sets a floor underneath the gold price. The real fun starts if Russia decides to price oil in rubles or gold after this move. They could effectively force the world onto a new gold exchange standard.

[loganair] 26/3/2022 09:02

Airline Aeroflot lost more than a quarter of its value over two days to plunge to its lowest since 2009 as securities slid lower across the board on Friday after many blue chips posted double-digit gains on Thursday.

Shares in Aeroflot dropped 18.2% to its weakest point since early 2009, adding to Thursday's 16% loss.

State lenders Sberbank and VTB fell 3.5% and 7.9% respectively.

Oil major Rosneft and mining giant Nornickel were exceptions, gaining 1.4% and 0.4%.

The benchmark MOEX stock index closed 3.7% lower at 2,484.13 points. It had closed 4.4% higher on Thursday.

The dollar-denominated RTS index fell 2.7% to 829.6 points.

[loganair] 26/3/2022 09:00

The rouble extended recovery gains on Friday, hitting its strongest since early March against the dollar, while stocks fell in their second day of trading after a near month-long suspension, with losses led by flag carrier Aeroflot.

The Russian market is gradually reopening and returning to normal after a suspension caused by sweeping Western sanctions that followed the beginning of what Russia calls "a special operation" in Ukraine on Feb. 24.

The rouble, which hit a record low in Moscow of 120 earlier in March, firmed to 92.04 to the greenback, a level last seen on March 1. It also climbed past the psychologically important threshold of 100 to the euro.

The response to events in Ukraine has ripped Russian financial markets from global networks and sent the rouble tumbling, although it was on course for five consecutive sessions of growth, heading for a weekly gain of up to 10%.

Fewer imports to Russia, the exodus of Western companies and Putin's switch to roubles for gas exports are all positive for the Russian currency, Commerzbank analysts said in a note.


Moscow is now looking to friendlier markets. Andrei Kostin, chief executive of VTB, whose activities have been hit by sanctions, said opportunities would arise elsewhere and that his lender was offering accounts to Russians in Chinese yuan.

"We have already deposited the equivalent of 16 billion roubles in yuan, citizens are already depositing, and there are other currencies of neighbouring states."

Dominant lender Sberbank said late on Thursday it expects trade turnover and settlements of the rouble-yuan pair on Moscow Exchange to increase.

[loganair] 25/3/2022 20:38

“Putin will have to halt his war in Ukraine sooner or later and probably in a matter of weeks,” Gen Ryan, who served as US Defence Attaché to Russia said.

“The reason is not because he wants to halt his military operation, but because he has no choice. He has basically reached the capacity of what his military can do for him in Ukraine.”

And at least six Russian generals are believed to have been killed in the fighting.

Gen Ryan, a senior fellow at Harvard’s Belfer Center for Science and International Affairs, said that Russian defence chiefs have “a huge personnel problem.”

“There is no significant military unit left in Russia outside of Ukraine. They are all in the fight,” he said.

And he said that at this stage, it was “impossible221; for Russia to take control of the whole of Ukraine.

“He does not have the military forces to take all of Ukraine and occupy it,” Ryan said, adding that “Russian leadership overestimated what their military was capable of.”

[loganair] 25/3/2022 20:31

Speaking alongside two other top generals at a briefing in Moscow, Colonel-General Sergei Rudskoy admitted that the military had taken heavy casualties and to focus our core efforts on achieving the main goal, the liberation of Donbas."

He said that the military's primary aim had always been to secure a stronger foothold in eastern Ukraine, even though Vladimir Putin has previously said that he wanted to capture Kyiv and to topple the government of President Volodymyr Zelensky.

His comments suggest that the Kremlin may be looking for a way to ease off its military campaign and back up Western intelligence briefings which have said that the Russian army is seriously depleted after a month of fighting that has been far harder than it expected.

Gen. Rudskoy said that 93 per cent of the Luhansk People's Republic and 54 per cent of the Donetsk People's Republic had been "liberated".

[loganair] 25/3/2022 18:00

It seems to me originally Russia's plan was to take the whole of Eastern Ukraine up to the Dinipro river and a land bridge all the way to Transnistria.

Russia seems to now know that they are unable to take these areas so will scale back to the Donbas and land bridge to as far as the Crimea and the area they have taken north of the Crimea to as far as the Dinipro river.

[bondholder] 25/3/2022 17:56

Definitely the most likely way out of the mess.

[bondholder] 25/3/2022 17:38

The Moscow TimesThe Russian army said Friday that the first phase of its military campaign in Ukraine was over and troops will now focus on the complete "liberation" of the country's eastern Donbas region. "The main tasks of the first stage of the operation have been completed," said Sergei Rudskoi, chief of the Main Operational Directorate of the General Staff of Russia's armed forces. "The combat potential of Ukraine's armed forces has been significantly reduced, which allows (us) -- I emphasise once again -- to focus our main efforts on achieving the main goal -- the liberation of Donbas."

[loganair] 25/3/2022 17:28

Russia's defense ministry said it will focus on "liberating" the Donbas region in Eastern Ukraine.

The new plan appears to show Russia is scaling back its operation after being met with strong resistance in Ukraine.


It seems to me Russia's objectives are now to take the rest of the Donbas it doesn't hold and Mariupol to provide a land bridge from Russia to Crimea. Once these areas have been taken by the Russian's then they may go for a ceasefire and say to the Ukrainians that they'll pull out of the rest of the Ukraine, stop all fighting if the Ukraine will accept that Crimea and land bridge being ceded to Russia and the Donbas as either being independent or also cede to Russia. This seems to be what Russia has wanted all along, ever since 2014.

This would also mean the Russian's having complete control over the Sea of Azov which seems to me they didn't like sharing with the Ukrainians.