First real day of trading after the winter holidays in
Russia. The last week of December saw a big rally on the market following the Central Bank's decision to maintain the key rate at 21%. A wild number, but the expectation of most analysts was that it would be raised to 23%. So, investors reacted very positively. Well, today was the day that big players decided to secure their profits with lots of movement. Which saw the MOEX lose about 2.38% of its value falling below 2,800 points. The oil sector saw the biggest correction over concerns that the Biden administration would announce new sanctions targetting oil companies and Russia's shadow fleet. Interesting to see how much further $ROSN falls tomorrow considering today is the cutoff for dividends. Today was also the first day that $X5 was back to being traded after its relocation to Russia. Lots of movemebt and volatility today. I think it could potentially grow and am thinking of picking up a humble lot, but I'll wait for the speculators to settle down to try and get a reasonable price. A fellow PULSEr, @LuckyTest, commented below saying it's too early to tell right now on whether it'll grow or not. (Before I edited this post, I'd written that it could grow in the next 6-8 months. But I agree, we just don't know yet.)
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@LuckyTest Just my opinion based on what I've seen and read on here and elsewhere. Happy to be corrected.
I'm not an expert by any stretch. I write music, so I've got a long way to go before I understand all the technicalities.
Re: Biden. I agree with you - I think the market doesn't care much except for short outbursts like today, like a bit of a bipolar (like the disorder, not the way the world is run) reaction. I actually expect the oil sector to regain what it lost tomorrow or beginning of next week. But like I said, I'm no expert.
Just wanted to start writing something here since I enjoy reading others and their discussions.
So a bit of a general lost, but I had to start somewhere.
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@LuckyTest Thanks for the feedback, buddy. I'll try to get numbers behind my statements in the future ;-) Not just what I think may be happening.
Though there are people much more knowledgeable on here than me. And maybe I should just stick to reading them.
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@mitiok It's interesting, your level of language shows that you didn't use a translator. I understand what you're writing, but I can't answer so easily and at the same level.
My comment was probably deleted by the moderator, but I repeat it, you are essentially mistaken. The fall of the Russian market after the New Year is a normal correction, everything is within reason.
X5 - speculators are having fun now. You were right about that. But regarding the forecast of price growth, you clearly rushed.
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14 декабря 2025 в 15:35
mitiok
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28 января 2025
I had my doubts about picking up X5 right after its listing, but I decided to go for it last Monday when the price dipped slightly. Happy to see some solid gains today after their annual report. A part of me is tempted to lock in the 8% premium and sell, but for now, I’ve decided to hold on and see where it goes. Even if the momentum slows in the next couple of weeks, it’ll likely pick up as we get closer to a dividend announcement.
Another stock I’ve decided to hold onto is WUSH. I sold part of my position about a week and a half ago to enjoy the satisfaction of taking a profit, but I kept some shares. I’m confident it’ll hit over 190 rubles soon, and I think things could get even more interesting as we head toward summer, so I’m holding for now.
ROSN looks like it’s starting to climb back up, but it’s too early to tell if it’ll persist or just stay stuck in the 515-535 corridor—or even dip closer to 500, as some users have been predicting. I’ve been buying on the dips, but not as systematically as I could have. If I’d been more patient, I could have had a better average price by now.
Another recent pick for me is HNFG. Their positive and transparent report has definitely boosted the stock price. After all, retail is retail—people are going to keep shopping no matter what.
And finally, just for fun, I picked up ELMT last week to speculate a bit. It seems to be on a downward trend right now, but who knows.
Do you think X5 and Henderson will maintain their momentum, or is now the time to take profits?
15 января 2025
So how are coupons paid out on here?
I've got SU26234RMFS3 in my portfolio on here, as well as on Alfa. I haven't gotten a here about the coupon being paid, but it's already in my account with the other broker.
What's the usual timeline on here?
13 января 2025
Last week, I was planning to pick up some ROSN after the dividend cutoff, but it didn’t drop the way I’d expected.
Then came the sanctions speculations, the actual announcement, and—surprisingly—growth in the stock. Today, though, it took a dip. Lots of short-sellers seem to have had their moment. Good for them. As for me, I decided to go ahead and buy what I’d planned to pick up last week.
My reasoning? Medium-to-long term, I think Rosneft will grow. Brent is above $80, and let’s be honest—Russia always finds a way to sell what it needs to sell. But who knows? Let’s see where this goes.
On the other hand, I sold my NVTK stock over the weekend. I wasn’t sure how some of the sanctions would play out. I made a small penny but could have made more if I’d waited until today. Oh well.