Tweet

RDV Analytics

8 Dec, 7 tweets, 9 min read

Olaf Scholz is elected new chancellor of #Germany. How can quality of relations between Germany and #Russia change?

Roads lead to... St. Petersburg!
#Scholz: "#Hamburg and #StPetersburg are twin cities and twin ports".

Scholz's "Petersburg connections" and the SPD.
Thread 🧵👇

#SPD in #Hamburg has strong ties with #Russia and, in particular, with #StPetersburg. In 2012, Henning Voscherau became chairman of BoD of South Stream Transport AG, #Gazprom's project to build the South Stream gas pipeline bypassing #Ukraine, which was never implemented. #ONGT

Scholz was in contact with politicians and businessmen from Petersburg. He visited city more than once, including in 2016 to participate in German-Russian forum "Petersburg Dialogue". In summer of 2017, when Hamburg hosted #G20 summit, Scholz met with Russian President #Putin.

Some views on Scholz's position on Russia issues:

🇷🇺 #Russia: continue cooperation in fight against #pandemic and #climate change; proposes introduction of a visa-free regime for Russians under age of 25 and improve opportunities for Russians to study and work in Germany.

#NordStream2: supports project, criticized the #US sanctions against the participating companies, calling it "interference in the internal affairs of #Germany and #Europe."
🇺🇦 #Ukraine: opposes joining #NATO and the #EU, the supply of weaponsA to Ukraine.

#Energy: phasing out #coal by 2030, developing #renewable energy sources. As an #EnergyTransition, it is planned to build new thermal power plants running on natural #gas. #ONGT #Gazprom $GAZP

And finally

❤️New #IKEA advertisement in Germany - "At home" ❤️

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @rdv_analytics

RDV Analytics

@rdv_analytics

9 Dec

Russian #SWIFT: how Russia prepared for the threat of disconnection from the global financial system. #sanction

The ideas of import substitution in #Russia began to sound back in 2014. And they also touched upon the financial system.

Thread 🧵👇

Due to threat of financial #isolation of #Russia in 2014, the Bank of Russia Financial Messaging System (SPFS) was created.

SPFS is an alternative channel for transmitting electronic messages about financial transactions both domestically and abroad.

Clients of #Belarus, #Armenia, #Kyrgyzstan, #Cuba, #Abkhazia, South Ossetia are connected to SPFS. Also, the list of SPFS users includes subsidiaries of #VTB and #Gazprombank (owned by #Gazprom), registered in #Germany and #Switzerland, respectively.
$VTBR $GAZP

Read 4 tweets

RDV Analytics

@rdv_analytics

26 Nov

🏗 Real estate boom will continue, capitalization of developers will grow, according to RDV sources.

Need for families in #Russia for real estate is so much higher than supply of #developers that prices for square meters will inexorably rise.
$SMLT $PIKK $LSRG $ETLN

Thread 🧵👇

The volume of the #RealEstate market in 2020 amounted to more than 17 trillion rubles - this is the second consumer market in #Russia.

Growth potential of share of top 5 #developers is 250% - up to level of consolidation of #grocery retail market comparable in size. Along with growth of share of large players, their revenue is growing. Top 5 public developers include #Samolet, #PIK and #LSR.
$SMLT $PIKK $LSRG

Read 6 tweets

RDV Analytics

@rdv_analytics

25 Nov

#Gazprom, the Russian #gas giant, could make record profits and generate 15% dividend yield over current price. #ONGT $GAZP $OGZD $OGZPY

Thread 🧵👇

On Monday, $GAZP will publish 3Q financials, which will be highest in company's history.
Record profit = record dividend:
RUB 50 - dividend per share at the end of 2021, 15% per annum (RDV calculations).
RUB 110 - amount of #dividends for 2 years - 33% of current value of shares.

Record reporting by #Gazprom may trigger a rise in shares above historic highs.

According to the calculations of the RDV source, the fair price of Gazprom shares is 455 rubles, the growth potential is +44%.

$GAZP $OGZD $OGZPY

Read 6 tweets

RDV Analytics

@rdv_analytics

24 Nov

#Segezha is largest Russian representative of #timber industry. Company benefits from world's drive to move away from deforestation. Foreign politicians have pledged to end deforestation by 2030.
$SGZH
bbc.com/news/science-e…

All over the world, area of forests is decreasing, while in #Russia it is growing.
#Brazil, as one of largest timber producer, has pledged to end illegal logging, which will require aggressive reductions in forest harvesting.
theguardian.com/environment/20…
data.worldbank.org/indicator/AG.L…

Area of forests in #Russia is growing and deforestation sometimes is necessary to grow systematically (to solve problem of fires, sufficient supply of light, etc.). In addition, 80% of #forests of Russia soft #woods, more suitable for production of packaging due to its density.

Read 8 tweets

RDV Analytics

@rdv_analytics

10 Nov

💸 Is hyperinflation a reality? How to protect yourself?

Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism.

• In the #US, inflation has already accelerated to 6.2%
• In #Germany, it reached a 28-year high of 4.5%.

Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming.

Populist views are capturing the minds of monetary authorities, which only fuels #inflation. This was the case in the #USA in the 1970s: prices almost tripled.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times.

Read 10 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Share this page!

RDV Analytics

Try unrolling a thread yourself!

More from @rdv_analytics

RDV Analytics

RDV Analytics

RDV Analytics

RDV Analytics

RDV Analytics

Did Thread Reader help you today?

Like this author's thread?