周五,基于卢布的MOEX俄罗斯指数第三个交易日下跌至3440点,抵消了此前的涨幅,此前CBR在4月会议上强调了长期紧缩货币政策的必要性。该行上调了GDP和通胀预测,指出价格风险仍然很高,消费强劲。在企业方面,胜利来自俄罗斯航空公司(2.4%)、Unipro公司(1.6%)、Rosseti公司(1.5%)、Polus公司(1.4%)和Samolet公司(1%)。Polus受益于金价上涨,而Samolet在2023年净利润同比增长71%后有所增长。与此同时,MTS股价上涨0.7%,因预计MTS银行将于莫斯科时间15:00首次公开募股。相比之下,FixPrice(-2.6%)、MKB(-1.2%)、PIK(-12.2%)和VK(-0.9%)有所下降。前者因第一季度净利润下降43.8%而受到处罚。每周,该指数下跌约1%。
The ruble-based MOEX Russia index was muted for the third session at 3,440 on Friday, erasing the earlier gains after the CBR stressed the need for prolonged tight monetary policy at its April meeting. The lender revised upwards its GDP and inflation projections, noting the price risks remained high and consumption robust. On the corporate front, wins came from Aeroflot (2.4%), Unipro (1.6%), Rosseti (1.5%), Polus (1.4%), and Samolet (1%). Polus benefited from elevated gold prices, while Samolet increased after presenting a 71% yoy growth in its net profit for 2023. Simultaneously, MTS advanced by 0.7% in anticipation of MTS Bank IPO at 15:00 Moscow time. In contrast, FixPrice (-2.6%), MKB (-1.2%), PIK (-1.2%), and VK (-0.9%) declined. The former was penalized by a 43.8% fall in Q1 net profit. Weekly, the index was in for around a 1% drop.