周五,基于卢布的MOEX俄罗斯指数微涨至3460点,投资者评估了中东的紧张局势并消化了企业消息。金融和IT行业涨幅居前。个股中,Surgut(2%)、Sovcomflot(1.2%)、BSP(1.1%)和TCS(1.1%)涨幅最大。此外,在得知MTS银行首次公开募股的配售价格区间为每股2350至2500卢布后,MTS股价上涨0.7%,Seligdar股价上涨0.8%,2024年第一季度金属销售收入增长78%。同时,EN+(-1.6%)、AFK Sistema(-1.4%)和Rusal(-1.1%)下跌。交易员仍然关注Severstal(0%),该公司将于4月23日宣布股息。由于资本支出增加,股息预期降低。在地缘政治方面,美国对俄罗斯的出口实施了新的限制。本周,受美国和英国实施制裁后金属下跌的影响,该指数收盘持平。
The ruble-based MOEX Russia index edged up to 3,460 on Friday, as investors evaluated the heated situation in the Middle East and digested corporate news. The financial and IT sector were leading the gains. Among individual stocks, Surgut (2%), Sovcomflot (1.2%), BSP (1.1%), and TCS (1.1%) advanced the most. Also, MTS added 0.7% after it became known the placement price range for the IPO of MTS Bank would be RUB 2,350–2,500 per share, and Seligdar grew by 0.8%, having achieved a 78% increase in revenues from metals sales in Q1 of 2024. Meanwhile, EN+ (-1.6%), AFK Sistema (-1.4%), and Rusal (-1.1%) declined. Traders remained attentive to Severstal (0%), set to announce dividends on April 23rd. The expectations for dividends have been lowered due to higher capital expenditures. On the geopolitical front, the US introduced new restrictions on exports to Russia. Over the week, the index was set to close flat, affected by losses in metals after the US and UK introduced sanctions.