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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💥🇨🇳🇪🇺 China is considering placing an order for hundreds of Airbus aircraft next month during the visit of European leaders to Beijing, celebrating the long-term ties between the nations. The deal could involve approximately 300 planes, according to reports. — BBG
🚀 The Moscow Exchange (MOEX) has launched trading on Russia's first cryptocurrency futures contract, specifically for the BTC ETF from BlackRock, known by the ticker IBIT. This marks a significant step in the country's cryptocurrency trading landscape.
🚨🇺🇸🇬🇧 According to preliminary data from New AutoMotive, Tesla sales in the UK fell by more than 45% year-over-year in May.
⚡️🇷🇺 The Russian ruble is undergoing a special operation aimed at de-dollarization, according to sources.
🚨 Germany's economic outlook shows signs of contraction as the Composite PMI falls to 48.5 in May, down from 50.1 previously. The Services PMI also declined, registering at 47.1 compared to the prior 49. This data highlights ongoing challenges in the German economy, reflecting decreased activity in the services sector.
💥🇺🇸 Recently, the Trump administration selected Palantir for mass surveillance of Americans.
🚨 Eurozone Update (May): The Composite PMI decreased to 50.2, down from 50.4. The Services PMI also fell to 49.7, down from 50.1.
🚨 The National Competition Development Plan for 2026-2030 is set to be submitted to the Russian Government by July 1 of this year, according to the Federal Antimonopoly Service (FAS). — FAS
💰 The National Wealth Fund (NWF) decreased by 95.43 billion rubles in May, bringing its total to 11.696 trillion rubles. The liquid portion has dropped to 1.3% of GDP, according to the Ministry of Finance. For further details, check the official release.
💥 Russian stocks saw significant gains today, with TGKN up by 23%, TGKB preferred shares rising by 11%, and TGKB increasing by 6%. Investors responded positively, contributing to a buoyant market atmosphere. For more details, visit TGKN, TGKBp, and TGKB.
💥🛢🇷🇺 Russia's "shadow fleet" has loaded liquefied natural gas (LNG) for the first time in eight months, marking a significant breakthrough in its search for buyers. This development could reshape the dynamics of the global LNG market. For more details, visit GC.
🚨 MicroStrategy's strategy has shifted as the company begins selling its Bitcoin holdings. The move comes as CEO Michael Saylor implements changes to the company's investment approach. For more details, visit this link.
🚨 The Central Bank of Russia will increase the daily volume of currency sales under the budget rule to 7.36 billion rubles starting June 6, up from 6.56 billion rubles. Meanwhile, the Russian Ministry of Finance will reduce the volume of currency and gold purchases to 1.5 billion rubles daily, down from 2.3 billion rubles. The budget's shortfall in non-oil and gas revenues for June is projected to reach 40.3 billion rubles, according to the Ministry of Finance. For more details, see the release.
🛢🇷🇺 The price of Urals oil in May for calculating the mineral extraction tax (NDT) was set at $52.08 per barrel, according to the Ministry of Economic Development.
⚠️🇺🇸🇨🇳 Tesla's electric vehicle sales in China fell by 15% year-on-year in May, according to the China Passenger Car Association (CPCA).
🔔 Fusion Factor Fintech Limited announced on May 27 the buyback of NanduQ ADRs listed on the Moscow Exchange. The Hong Kong-based firm previously acquired QIWI's assets in Russia. NanduQ, which was QIWI's international business, is now subject to this buyback at a premium.

The buyback occurs in two phases. Phase one runs from May 27 to June 10, 2025, at ₽210 per ADR, while phase two from June 16 to July 7, 2025, at ₽195. Details on the buyback can be found at this link.
🛢🇪🇺 Gas replenishment in European underground storage facilities is proceeding more slowly than usual, according to Gazprom.
🚀 Recent data from CryptoQuant reveals that retail demand for Bitcoin (BTC) has decreased by approximately 2.45% over the past month. This decline indicates that small investors have not yet reached a state of euphoria in the current market. Experts suggest that the sentiment remains historically bullish, signaling potential future growth.