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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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⚠️🇺🇦 Former President Donald Trump privately informed European leaders that Russian President Vladimir Putin is not prepared to end the conflict in Ukraine, as he believes he is winning. This insight raises concerns about the ongoing geopolitical tensions in the region. For more details, visit the WSJ.
🚨 The company "T-Technologies" has announced a dividend of 33 RUB per share for the first quarter of 2025. The general meeting is scheduled for June 27, and the cutoff date for dividend eligibility is July 17.
🚨 The "T-TECHNOLOGIES" group is considering a share buyback if the capitalization diverges from the actual business value. For more information, visit this link.
🚀 "T-Technologies" reported a 50% increase in net profit under IFRS for the first quarter, reaching 33.5 billion rubles. The company continues to forecast a net profit growth of at least 40% by 2025, with a return on equity (ROE) exceeding 30%. For more details, read the report.
❗️🇷🇺 The exchange rate of the Chinese Yuan against the Russian Ruble has dropped below 11. For more details, visit this link.
⚠️🛢 OPEC+ is considering another significant increase in oil production for July. This potential decision comes as the group assesses market conditions and demand for crude oil. For more details, visit BBG.
💥 Telegram continues to see impressive growth, reporting a profit of $540 million for 2024. This comes amidst challenges as the company's founder faces legal issues. For more details, visit FT.
🚨📈 TATN's general meeting successfully convened for the first time since 2022, achieving quorum on the first attempt, according to investment firm reports. The meeting will address dividend distributions today, with payouts set at 43.11 rubles per ordinary and preferred shares.
🚨 Germany's economy shows signs of contraction as the Composite PMI for May drops to 48.6, down from 50.1. The Manufacturing PMI slightly improved to 48.8, up from 48.4. However, the Services PMI fell to 47.2, down from 49, indicating a decline in service sector activity.
🚗 Delimobil reports its financial results for the first quarter of 2025 under Russian Accounting Standards (RAS), revealing a loss of 1.18 billion rubles, compared to a loss of 92.9 million rubles in the same period last year.
🛢️ Oil traders anticipate that OPEC+ will once again increase oil production in July, according to BBG.
✈️ Rostec is maintaining plans to begin deliveries of the SJ-100 and MS-21 aircraft to airlines in 2026, despite reports of reduced state funding. The corporation remains committed to its aviation projects amid evolving financial circumstances. For more details, visit RIA.
🇺🇸 AT&T is set to acquire Lumen's mass-market fiber business for $5.75 billion. This significant move aims to enhance AT&T's broadband offerings and expand its fiber network capabilities. The deal reflects the growing demand for high-speed internet services across the United States. For more details, visit the Wall Street Journal's article on the acquisition here.
🇷🇺 The Russian ruble is no longer considered "wooden," according to experts.
⚠️🇷🇺 GAZP has been in a downward trend since the beginning of May.
🚨 Ahead

The Eurozone will release its preliminary Manufacturing, Services, and Composite PMI for May at 11:00 AM Moscow time. Meanwhile, the United Kingdom is set to unveil its Manufacturing, Services, and Composite PMI for May at 11:30 AM Moscow time.
🇷🇺 The State Duma is set to make it more challenging for foreign investors to return to Russia. A relevant committee has approved amendments allowing Russian owners to deny foreigners the right to purchase assets, even if an option exists. This decision specifically affects companies from unfriendly nations that exited the market following February 2022. For more details, visit FM.
❗️🇪🇺 The Eurozone's preliminary May data shows a decline in economic activity. The Composite PMI stands at 49.5, down from 50.4. The Manufacturing PMI is reported at 49.4, slightly up from 49, while the Services PMI has dropped to 48.9 from 50.1.
🇷🇺 The management company of the "Mother and Child" network is acquiring the clinic network of the Expert Group for 8.5 billion rubles.
🚀 Open interest in Bitcoin options has surged to a record $42.5 billion. Traders are betting on a bullish future for BTC as they set their sights on new targets. For more details, visit CoinDesk.
🚨🇬🇧 Britain’s economic outlook shows mixed signals, according to the latest data. The Composite PMI for May stands at 49.4, up from 48.5 previously. However, the Manufacturing PMI has declined to 45.1, slightly down from 45.4. On a positive note, the Services PMI increased to 50.2, compared to the earlier figure of 49.