Ryssland

Target Prices för 2008

GAZP

Bank of Moscow 16,78
Zenith 16,15
Solid investment (oil $80) 14,6-16
Aton 440 rub
Troika 17,46
Uralsib 14,40
Antanta 20
Sobinbank 16,33
Deutsche Bank 16
Rennaisance 19
Dresner Kleinwort ADR 74,1
Goldman Sachs 16
Tass 18,23 (L16,78 H22)
Veles Capital 16,25
McDep ADR 72

RTS

RenCap - 3,000
UralSib - 3,000
Alfa - 2,920 (ev 3,200) 
Troika Dialog - 2,800
KIT Finance - 2,750
Aton - 2,690

Top Blue-Chip Picks
Gazprom
Sberbank
Comstar
UES*
Norilsk Nickel 

Top Mid-Cap Picks
Magnit
Raspadskaya Coal
Polymetal
Moscow City Distribution Co.
Vozrozhdeniye Bank 
 
 

mvh
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Yevgeny Kogan: "Russian market is strongly underestimated, in it the enormous potential of increase, and, most importantly, this market we know and understand"

Managers advise to invest into the market as a whole, without separating any branches

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Inlägget är redigerat av författaren.

#1 uppdatering Target price GAZP

Alpha Bank 22 (ADR 88)

Troika 20

mvh
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Inlägget är redigerat av författaren.

Record 87 Russians on Forbes Rich List 

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Rysk ekonomi på fall

Forskarna varnar för ryska björnen

Inflationen sätter Medvedev på prov 

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RTS Forecast 2008

RenCap - 3,000
UralSib - 3,000
Sobinbank - 3,000
Alpha bank - 2,920
Troika Dialog - 2,800
KIT Finance - 2,750
Bank of Moscow - 2,750
Aton - 2,690
Goldman Sachs - 2,500

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Dagens roligaste kommentar; "Market enters into the stage of turbulence, passengers with the unstable psyche can begin to leave air vessel, after forgetting about the parachute, Aleksandr razuvayev and Irina penkina, Sobinbank"

mojas, kan du fylla på #6 med en tionde RTS forecast 2008  ? 

mvh
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#7 haha, ja fast jag jobbar hellre med signaler och får sällan till nåt långtidsmål. Säger 4000 under förutsättning att ca 1700 inte underskrids.  

mvh

PS: Du som har AG-Pro kan kostnadsfritt testa min Rysslands-grupp.

#8 det låter bra, når RTS 4000 i år så finns det chans att jag går med i din rysslands-grupp 2009 ;)

Dagens TA

Stöd 2003,8 1950 1943,5
Motstånd 2033,4 2039,6 2049,1
Dagens mål 2050

Vid genombrott av 2100 ges signal till nivåerna 2200-2250
annars
1940-1950 är stödnivåer för stunden 

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"Ryska myndigheter har gripit två rysk-amerikaner och uppger sig i utredningen mot oljebolaget TNK-BP ha hittat kopplingar till CIA."

Ryska bevis mot TNK-BP 

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"In Russia all geological information regarding oil and minerals is still classified as a state secret. Sending any such information out of Russia, even for the purposes of a financial audit, could be considered illegal." 

"very few in the oil industry here believe the case of the Zaslavsky brothers is a straight-forward one of industrial espionage."

Kremlin hand behind spy charges?

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Russia worried as oil production slides 

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Hedge Funds Foment Russia Credit Crunch With 16% Puts

"Even with record oil prices pumping the economy, the global credit crunch is penalizing Russian borrowers as the put options leave companies liable for refinancing nearly a third of their 1.5 trillion rubles of bonds at higher rates by yearend, Bloomberg data show. Soaring interest costs may contribute to a slowdown in economic growth to 6.5 percent from 8.1 percent in 2007, said Ivailo Vesselinov, senior economist at Dresdner Kleinwort in London,"

mvh spx970

" Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful." Warren Buffet