пиВОСА #42 ГОЙДА ИЛИ ДОДЕП: разбираемся в ситуации

Опис:

In this episode, the host discusses the latest central bank rate decision and examines operational results of developers such as Etalon, PIK, Samolot, APRI, Glorax, and Severstal. The video also covers the IPO of Dom.RF, the bank 101 form, expectations from the central bank, gold, an international panorama, tariff hikes for Transneft, inflation expectations, and offers guidance on the "goida" concept. 0:00 - teaser 0:45 - introduction 2:52 - operational reports of developers: Etalon 5:14 - the mystery of the results 7:47 - what PIK hides 9:32 - message to Samolot's marketing department 12:06 - operational reports of developers: Samolot 13:19 - operational reports of developers: APRI 14:22 - operational reports of developers: Glorax 17:17 - IPO Dom.RF 20:34 - bank that takes back its shares and the 101 form 24:52 - short on Severstal's operational report 26:07 - operational report of Europlan and utility collections 31:17 - expectations from the Central Bank and medium-term forecast 35:47 - gold and mgkl 37:02 - international panorama 38:13 - tariff hikes for Transneft 39:27 - inflation expectations and observed inflation 40:58 - the sweet word "goida" and advice for the trembling 44:20 - checking another potential signal 46:13 - greeting Baltic investors 48:18 - final word and goodbye