Alpha – Telegram
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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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💥🇺🇸🇪🇺 American and European stocks are rising on news of the illegality of U.S. tariffs. Many experts believe that the tariffs will ultimately not be lifted, as markets await fresh comments from Trump.
🚀 Analysts anticipate a 10% revenue increase for the first quarter, with 2024 dividends projected to range between 3.4 and 5.5 rubles per share. Further details on the 2024 dividend schedule are expected today.
🚨 The exchange rate of the Chinese Yuan to the Russian Ruble has reached its lowest point in two years. Investors and analysts are closely monitoring this significant shift in the foreign exchange market. For more details, visit here.
🇷🇺 Physicists are highly long on the CNY/RUB futures, with their net long positions reaching historically record highs, according to MSCinsider data. Meanwhile, Bogdanoff has announced that he is already on his way, as reported by sources.
📢 Alexey Lukyanov has been appointed as the Director of Investor Relations at VseInstrumenty.ru. Prior to this role, Mr. Lukyanov served as the Director of Mergers and Acquisitions at Innotech Group and held a position at the investment company Da Vinci Capital. For more information, you can read the full announcement here.
Glassnode reports a sharp increase in open interest for TON futures following yesterday's news. Historically, such spikes have been followed by corrections. For more details, visit Glassnode.
💥🇷🇺 A new messenger from VK, named Max, may soon integrate with "Gosuslugi," according to Maksut Shadaev. Currently available only in beta, VK is positioning Max as a potential Russian equivalent to China's WeChat, combining messaging, payment systems, news aggregation, and more. For more details, visit this link.
⚠️🇺🇸 US Senators are accusing Nvidia of undermining national security due to its gray market exports to China. Concerns have been raised about the company's plans for a facility in the country. For more details, visit WSJ.
🌟 Bybit, a prominent cryptocurrency exchange, has secured a MiCA license in Austria. This development marks a significant step for the platform as it expands its regulatory compliance in Europe. The MiCA (Markets in Crypto-Assets) framework aims to create a unified regulatory environment for digital assets across EU member states.
🚀 China’s private space company Sepoch has successfully tested the country’s first reusable rocket. This milestone marks a significant achievement in China's growing space industry.
🌍 Russia has noted attempts by the West to militarize the Arctic, according to Foreign Minister Sergey Lavrov. He emphasized that Western nations are increasing their military presence near Russia's Arctic borders to strengthen their positions in the resource struggle. Earlier, Nikolai Patrushev stated that the next confrontation between Russia and the West is expected to occur in the resource-rich Arctic, as reported by BBG, May 2023.
🇺🇸🇷🇺 Trump believes that sanctions against Russia will hinder the resolution of the Ukrainian conflict. He expresses hope for the development of economic partnerships with Russia, according to RTRS.
🇷🇺 "Rosseti" is targeting an increase in EBITDA, excluding technical connections, to 463.4 billion rubles by 2025, with a goal of 520.44 billion rubles set for 2026. The company is optimizing its investment program in light of the current macroeconomic situation.
🚨 Former President Donald Trump declared that nothing will hinder him from accomplishing his mission.
📉 The Russian container market experienced a decline of 2.1% in the first four months of 2025, totaling 2.131 million TEU, according to FESCO.
💰 The total open interest in BTC futures on all major exchanges has surged to a record $46.2 billion, according to data from Glassnode.
🇷🇺 Magnit reports its financial results for the first quarter of 2025 under RAS, revealing a net profit of 1.34 billion rubles, a slight increase from 1.33 billion rubles in the same period last year.
🇷🇺 Akron has reported its financial results for the first quarter of 2025, revealing a profit of 8.09 billion rubles, an increase from the 6.19 billion rubles reported in the same period last year.
📈 Ozon Bank reported a 2.3-fold increase in net profit for the first four months, reaching 8.5 billion rubles according to Russian accounting standards.
🇺🇸🇮🇳 Representatives from the United States will visit India on June 5-6 for trade negotiations.
🇷🇺 LENTA reports a loss of 44.06 million rubles for the first quarter of 2025, compared to a loss of 12.6 million rubles during the same period last year.