27 июн 2022 27.06.2022

Выбираемся из боковика

Индекс Мосбиржи +0.8% за сегодня. Каждый день, закрытый в плюс, приближает нас к выходу из боковика, в котором российский рынок болтается с апреля. В ближайший месяц увидим, сможет ли индекс пробить ~2480 пунктов и наконец-то пойти дальше наверх.

На фоне устойчиво крепкого рубля восстанавливаются сектора экономики, ориентированные на внутреннее потребление: банки (наша поза в $SBER уже +15% 🔥), застройщики, ритейл и техи. Отдельно хорошо то, что не падает нефтегаз, иначе происходящее напоминало бы бесконечное "перетягивание каната" между экспортёрами и импортёрами.

Факторы крепкого рубля остаются в силе: нефть и газ всё ещё дорогие, сейчас период налоговых выплат, потом надо будет платить дивиденды. Если не случится никаких сюрпризов в ближайший месяц, то потенциал укрепления "домашних" отраслей экономики остаётся приличный 😌

https://t.me/investorylife - наш основной ресурс с идеями по рынку, трансляциями и океаном полезной информации

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Igor Rey

27.06.2022

Скоро новую партию конвертированных ADR-ок подвезут и опять полетим)

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