周五,基于卢布的MOEX俄罗斯指数收于3490点,投资者为收盘后公布的初步GDP结果和月度通胀数据做好了准备。他们还关注了普京访华第二天发生的事件。在企业方面,增长的领导者是NorNickel(2.7%)、PIK(2.7%),GLTR(91.3%)、MMK(1.3%)和Aeroflot(1.2%)。自新喀里多尼亚矿区动荡持续以来,NorNickel受益于镍价上涨。与此同时,MKB(-1.8%)、Ros Agro(-1.1%)、俄罗斯天然气工业股份公司(-11.1%)和Tatneft(-0.9%)也出现了亏损。市场也对Rosseti保持关注,该公司将召开会议决定股息。每周,该指数有望上涨1.2%。IPO热潮、季度业绩改善和股息回报抵消了对CBR长期紧缩货币政策的担忧。
The ruble-based MOEX Russia index traded muted at 3,490 on Friday, as investors positioned themselves for preliminary GDP results and monthly inflation reading due after the closing bell. They also followed the events from the second day of Putin's visit to China. On the corporate front, the leaders of growth were NorNickel (2.7%), PIK (2.7%), GLTR (91.3%), MMK (1.3%), and Aeroflot (1.2%). NorNickel benefited from higher nickel prices since unrest continued in New Caledonia mining region. Meanwhile, losses were seen by MKB (-1.8%), Ros Agro (-1.1%), Gazprom (-1.1%), and Tatneft (-0.9%). Markets also remained attentive to Rosseti, which would be holding the meeting to decide on dividends. Weekly, the index was poised for 1.2% gain. The IPO boom, improved quarterly results, and return to dividends offset worries over tight-for-longer monetary policy by CBR.