周四,基于卢布的MOEX俄罗斯指数跌至3435点,市场普遍保持谨慎,同时投资者消化了新一批盈利报告。Ros Agro(2.9%)、Positive Group(2.8%)、Ozon(1.5%)、Polus(1.4%)和Rostelecom(1.2%)涨幅最大。Ozon的息税折旧摊销前利润业绩好于预期,净亏损从2023年同一季度的107亿卢布降至2024年第一季度的132亿卢布。VTB也上涨了0.4%。尽管该行2024年前三个月的净利润同比下降16.8%,但本季度却激增了117%。年度下降是由外币交易的非正常利润和收购RNKB等一次性因素造成的。相反,MKB(-0.9%)、GLTR(-0.7%)和BSP(-0.6%)下降。此外,NLMK和MMK陷入亏损,前者受到其一处设施的无人机袭击的影响,后者收到了坏账。
The ruble-based MOEX Russia index was muted at 3,435 on Thursday, as caution prevailed on the market, while investors digested a fresh batch of earnings reports. Ros Agro (2.9%), Positive Group (2.8%), Ozon (1.5%), Polus (1.4%), and Rostelecom (1.2%) increased the most. Ozon presented better-than-expected EBITDA results and a decrease in net loss to RUB 13.2 billion in Q1 of 2024 from 10.7 RUB billion in the same quarter of 2023. Also VTB went up by 0.4%. Even though the bank's net profit fell by 16.8% over the year in the first three months of 2024, it surged by 117% over the quarter. The annual decline was caused by one-time factors such as irregular profits from foreign currency transactions and the acquisition of RNKB. In contrast, MKB (-0.9%), GLTR (-0.7%), and BSP (-0.6%) declined. Furthermore NLMK and MMK slipped into the red, with the former being affected by drone strike at one of its facilities, and the latter meeting bad accounts receival.