周一,基于卢布的MOEX俄罗斯指数微涨至3478点,得益于盈利和股息公告,该指数加快了早盘的步伐。最大的胜利来自罗塞蒂(3.7%)、苏尔古特(2.6%)、奥松(2.3%)、NLMK(2.3%)和Severstal(2%)。Surgut在2024年第一季度的净利润比2023年同期增长了4倍后上涨,而卢克石油公司在批准2023年每股498卢布的股息后上涨了1.7%。此外,Moex和Sovcomflot分别上涨1.1%,前者受益于CBR官员的鹰派语气,后者则受到恢复向印度输送石油的提振。另一方面,Mechel(-2.8%)、MosEnergo(-1.3%)、VK(-1%)和Nornickel(-0.9%)下降。尽管该国政府决定在2024年5月1日至8月31日期间取消动力煤和无烟煤的出口税,但煤矿工人Mechel和Raspadskays表现出相反的动态。
The ruble-based MOEX Russia index edged up to 3,478 on Monday, picking up the morning pace thanks to earnings and dividends announcements. The largest wins came from Rosseti (3.7%), Surgut (2.6%), Ozon (2.3%), NLMK (2.3%), and Severstal (2%). Surgut rose after increasing its net profit by 4 times in the Q1 of 2024 compared to the same period of 2023, while Lukoil added 1.7% having approved dividends in the amount of 498 rubles per share for 2023. Also, Moex and Sovcomflot advanced by 1.1% each, with the former benefiting from a hawkish tone of CBR officials and the latter being boosted by the resumption of oil deliveries to India. On the other hand, Mechel (-2.8%), MosEnergo (-1.3%), VK (-1%), and Nornickel (-0.9%) declined. Coal miners Mechel and Raspadskays showed opposite dynamics despite the decision of the country's government to lift of export duties on thermal coal and anthracite for the period from May 1 to August 31, 2024.