Дмитрий Салихов

26 апр в 15:02 26 апр

Друзья, ставка остается прежней по 16%.

Но также ЦБ дал понять что ниже 15% в этом году мы не увидим.
Это говорит о том, что банковский сектор не будет столь привлекательным, как прошлый год.
Мы сохраняем позитив по:
$SBER 🏦 - дивидендная история.
$TCSG 🏦 - ждем отчеты, так еще и дивиденды могут объявить, тут можно подумать о прибыли +20% и выше.
Ну и наше IPO МТС Банк. Ждём 👌
Еще ожидаю SPO ⛏$UGLD - я думаю это будет легендарно. 100% будем участвовать, если конечно они объявят эту историю.

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Дмитрий Салихов

26 апр Автор

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