Лукойл продаст международные активы. Обвал в акциях Роснефти. Санкции: влияние на рубль. Отчет X5

The video discusses the current market downturn, focusing on Lukoil and Rosneft amid sanctions, the oil market outlook, and X5 retail performance, with timestamps marking key discussion points. At 00:00 the market opens with a steep decline led by Lukoil and Rosneft. At 03:23 the host searches for a bottom in the market, discussing geopolitical tensions and the Bank of Russia's policy. At 04:30 floats are no longer a season's hit. At 05:37 the host compares market performance. At 06:18 the host expresses sympathy for Lukoil. At 08:24 the host debates whether to hold, buy, or sell Lukoil. At 09:45 Trump's attempts to shake the oil market are examined. At 11:43 Sergey Pikín outlines OPEC+ market vision. At 13:54 sanctions will only change supply schemes. At 14:59 potential earnings from oil are discussed. At 16:44 Russia’s strategy to protect its oil market is explained. At 17:43 the losses of Lukoil and Rosneft are quantified. At 18:17 possible discount range for Urals is considered. At 20:39 the 25% drop in Lukoil is analyzed. At 23:10 targets for oil majors are set. At 28:21 Andrey Yesin says he will not sell Lukoil. At 28:44 the market is described as very bad. At 30:13 expectations for Tatneft are answered. At 31:10 reasons for Cian’s decline are given. At 31:50 view on X5 is presented. At 34:19 the host says they are not looking for ideas but buying a popular portfolio. At 35:05 whether to invest in gold or Polys is discussed. At 37:54 predicting the dollar rate is impossible. At 39:13 how Lukoil will act after selling international assets is explained. At 40:15 the host does not expect a big dollar upside. At 41:27 important events for investors this week are highlighted. At 42:34 what Andrey Yesin will watch. At 42:58 how the market will open tomorrow.