24.09.2022
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Shares of Gazprom, Yandex, VK and Ozon, Alibaba reporting: digest

Gas prices, Gazprom shares

Gazprom and German Siemens Energy continue correspondence regarding the transportation of a turbine for Nord Stream to the Russian Federation. So far, the parties have not been able to reach an agreement.

On Wednesday evening, Gazprom announced the impossibility of returning turbines for Nord Stream to Russia. “The sanctions regimes of Canada, the EU, the UK and the inconsistency of the current situation with the current contractual obligations on the part of Siemens make the delivery of the 073 engine to the Portovaya compressor station impossible,” the message posted on the company’s telegram channel says.

Earlier, Gazprom pointed out that the route for transporting the turbine from Canada was changed without the company’s consent and now does not meet the contractual terms. Siemens Energy, which repaired the turbine in Canada, agreed with the German authorities on the delivery of the unit first to Germany, and only then to Russia.

According to the deputy head of Gazprom, Vitaly Markelov, now the company needs guarantees from Canada, the European Union and the UK that sanctions will not be applied, writes Forbes.

Meanwhile, according to Kommersant, on August 3, Gazprom received a decision from the German authorities confirming the possibility of the turbine passing through customs by the end of July 2023. The head of Germany, Olaf Scholz, said that there are no obstacles on the part of Germany to the transportation of the turbine to the Russian Federation and only the consent of Gazprom is missing.

Exchange prices for gas in Europe exceeded $2,200 per 1,000 cubic meters Brent, Oil and gas, Futures

Shares of Gazprom, Yandex, VK and Ozon, Alibaba reporting: digest1

“From this we can assume that the flow through Nord Stream-1 is unlikely to increase in the near future,” says Vasily Karpunin, an expert at BCS World of Investments.

The investment company believes that there is a significant downside risk for Gazprom shares, as a large proportion of the gas giant’s shares remain in the portfolios of private investors. According to the Moscow Exchange, in the structure of the top 10 most popular securities of the Russian market, the share of Gazprom is 28.7%.

“There is still a huge number of investors who have not exited the shares after the end of June were canceled dividends . This means that in the medium term, the overhang of potential sellers will remain high. Any local growth waves will stumble over significant volumes for sale. So, in such conditions, one should not expect better than the market dynamics from Gazprom shares,” Karpunin warned in the morning review.

The share of private investors in stock trading on the Moscow Exchange reached 77% in July Banking and finance , Moscow Exchange , Russia , Shares

Shares of Gazprom, Yandex, VK and Ozon, Alibaba reporting: digest2

Shares of “Yandex” VK and Ozon

The government has provided Yandex, VK and Ozon with a soft loan totaling ₽130 billion. The funds will be used to fulfill the obligations of companies to holders of their Eurobonds, Kommersant reports, citing a statement by the Ministry of Digital Development.

According to the newspaper, the current payments to investors in the usual mode would not require any state support, but after delisting shares of these Russian companies from foreign exchanges, bondholders have the right to demand the redemption of all issues.

The government allocated ₽130 billion of preferential loans to Yandex, VK and Ozon

Alibaba reporting

On Thursday, August 4, Alibaba will release its first quarter fiscal 2022 results.

Analysts predict that Alibaba’s revenue may decline for the first time in the company’s history, writes CNBC. Consensus assembled by Refinitiv expects the Chinese e-commerce giant to report revenue of 203.23 billion yuan ($31.87 billion), down 1.2% from a year ago, according to Refinitiv consensus forecasts. In the same quarter last year, Alibaba’s revenue was 205.75 billion yuan ($30.05 billion)

Alibaba’s revenue has fallen sharply over the past year amid a slowdown in the Chinese economy, a new wave of COVID-19, and tightening regulation in the domestic technology sector.

At the same time, US Tiger Securities experts believe that the results of the Internet giant hit the bottom in the last quarter and will begin to recover in the second half of 2022.

“We remain positive as the government continues to step up economic stimulus measures to meet its GDP growth target,” analysts at the investment firm wrote in a review.

Top 10 rates on deposits and savings accounts

The average rate of the 59 largest depository banks on deposits for a period of one year in the amount of ₽100 thousand as of August 4 is 6.31% per annum, according to the FRG100 index.

The most favorable deposit rate as of 08/04/2022 is 12% per annum.

Top 10 banks with high effective rates on deposits and savings accounts as of 08/04/2022:

  1. Sinara Bank – 12%;
  2. Gazenergobank – 12%;
  3. BBR Bank – 11.5%;
  4. Gazprombank – 11%;
  5. Absolut Bank — 10.5%;
  6. PSB – 10.5%;
  7. Zhivago Bank – 10.5%;
  8. SDM-Bank — 10.46%;
  9. SMP Bank – 10%;
  10. SMP Bank Group – Mosoblbank – 10%.

Source: Banki.ru financial marketplace (the effective rate is calculated using the Banki.ru methodology and is not an offer, detailed conditions are in credit institutions).

Last day to buy shares for dividends

Flagstar Bancorp: last day to buy shares at a dividend of $0.06 per share; due date is August 18th. The dividend yield at the closing price of August 3 is 0.15%.
People’s Bancorp: dividends of $0.38 per share; payment date is August 22. The dividend yield is 0.73%.
landstar: dividends of $0.3 per share; due date is August 26th. The dividend yield is 0.2%.
MKS Instruments: dividends of $0.22 per share; due date is September 9th. The dividend yield is 0.18%.

Corporate reporting

Evraz: financial results for the first half of 2022.

Before the market opens

Crocs: for the second quarter of 2023, EPS forecast – $2.7, revenue – $948.78 million.
Paramount: for the second quarter of 2022, EPS forecast – $0.57, revenue – $7.43 billion.
Eli Lilly: for the second quarter of 2022, EPS forecast – $1.71, revenue – $6.84 billion.
Kellogg’s: for the second quarter of 2022, EPS forecast – $1.04, revenue – $3.63 billion.
Nicholas: for the second quarter of 2022, EPS forecast – $0.26, revenue – $16.57 million.
Aptiv: for the second quarter of 2022, EPS forecast – $0.6, revenue – $4.08 billion.
ConocoPhillips: for the second quarter of 2023, EPS forecast – $3.82, revenue – $19.6 billion.
papa john’s for the second quarter of 2022, EPS forecast – $0.75, revenue – $531.96 million.
wayfair: for the second quarter of 2022, EPS forecast – $1.88, revenue – $3.2 billion.
VEON: for the second quarter of 2022, EPS forecast – $0.09, revenue – $2.06 billion.
Lordstown Motors: for the second quarter of 2022, the EPS forecast is -$0.43.

After market close

Virgin Galactic: for the second quarter of 2022, EPS forecast – $ 0.36, revenue – $ 89.88 thousand.
Beyond Meat: for the second quarter of 2022, EPS forecast – $ 1.21, revenue – $ 151.46 million.
APA Corporation: for the second quarter of 2023, EPS forecast – $ 2.55, revenue – $ 2.63 billion.
amgen: for the second quarter of 2022, EPS forecast – $4.39, revenue – $6.53 billion.
MetLife: for the second quarter of 2022, EPS forecast – $1.47, revenue – $16.04 billion.
block: for the second quarter of 2022, EPS forecast – $0.16, revenue – $4.33 billion.
Marathon Oil: for the second quarter of 2022, EPS forecast – $1.27, revenue – $2.08 billion.
Lyft: for the second quarter of 2023, EPS forecast – $ 0.04, revenue – $ 989.28 million.
dropbox: for the second quarter of 2023, EPS forecast – $0.37, revenue – $571.69 million.
DoorDash: for the second quarter of 2023, EPS forecast – $ – $ 0.2, revenue – $ 1.52 billion.
Astra Space: for the second quarter of 2023, EPS forecast – $ 0.2, revenue – $ 6.49 million.
discovery: for the second quarter of 2023, EPS forecast – $0.14, revenue – $11.91 billion.
tripadvisor: for the second quarter of 2023, EPS forecast – $0.26, revenue – $389.61 million.
Schrodinger: for the second quarter of 2023, EPS forecast – $0.54, revenue – $35.33 million.

Other important events

  • USA: initial claims for unemployment benefits – 15:30 Moscow time.
  • PhosAgro: meeting of the board of directors. Traditionally, in August, the board of directors of the company considers the issue of dividends for the second quarter.
  • Great Britain: the key rate of the Bank of England is 14:00 Moscow time.

How did the previous trading session end?

  • Moscow Exchange Index: 2,123.92 (-0.63%)
  • RTS index: 1,105.99 (-0.91%)
  • S&P 500: 4,155.17 (-1.56%)
  • Dow Jones Industrial Average: 32,812.5 (+1.29%)
  • NASDAQ Composite: 12,668.16 (+2.59%)

Exclusion of securities from the list of securities admitted to trading (quotation list of the stock exchange) at the initiative of the issuing company or in connection with the default of the issuer. After delisting, this issuer’s securities can only be traded on the OTC market, and the company’s capitalization cannot be calculated. Dividends are the portion of profits or free cash flow (FCF) that a company pays out to shareholders. The payout amount depends on the dividend policy. Their periodicity is also spelled out there – once a year, every half year or quarter. There are companies that do not pay dividends, but direct profits to business development or simply do not have the opportunity due to poor results. Shares of dividend companies are most often of interest to investors who want to achieve financial independence or secure a decent standard of living in retirement. With the help of dividends, they create a source of passive income for themselves. More

Source: RBC

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