周二,基于卢布的MOEX俄罗斯指数几乎没有变化,收于3470点,IT和电信板块的上涨抵消了矿工和冶金师以及石油和天然气板块的下跌。在个股中,俄罗斯铝业(-1.4%)、GLTR(-1.3%)、PIK(-13%)、AFK Sistema(-1.2%)、Seligdar(-1.1%)最为看跌。此外,受铝和金价调整的影响,Polus和EN+分别下跌约1%。相比之下,Unipro(4.4%)、MTS(1.4%)、MosEnergo(1.2%)、Magnit(1.2%)和Sovcomflot(1.1%)上涨。与此同时,投资者仍然关注NLMK,该公司未达到市场对2023年下半年收入和息税折旧摊销前利润的预期。X5公布了2024年第一季度的经营业绩,收入和同类销售额显示出积极的动态。
The ruble-based MOEX Russia Index traded little changed at 3,470 on Tuesday, as gains in the IT and telecommunications sectors offset losses in miners & metallurgists and oil & gas. Among individual stocks, Rusal (-1.4%), GLTR (-1.3%), PIK (-1.3%), AFK Sistema (-1.2%), Seligdar (-1.1%) were the most bearish. Also, Polus and EN+ fell by around 1% each, affected by the correction in aluminum and gold prices. In contrast, Unipro (4.4%), MTS (1.4%), MosEnergo (1.2%), Magnit (1.2%), and Sovcomflot (1.1%) advanced. Meanwhile, investors remained attentive to NLMK which missed market expectations for revenue and EBITDA in the second half of 2023. The operating results for q1 of 2024 were presented by X5, with revenues and like-for-like sales showing positive dynamics.