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Researching Global Stocks Profile picture
Researching Global Stocks
@ResGloStocks
Inversiones del mundo🇨🇳🇮🇳🇷🇺🇺🇸, balances, noticias y política
May 20, 2022 • 11 tweets • 3 min read
⚠️🇷🇺🧵INTERFAX: At the end of June, the Moscow Exchange plans to launch a separate trading mode for non-residents, where they will be able to sell and buy Russian securities for rubles, market sources told Interfax and the Moscow Exchange confirmed. #MOEX $GAZP $SBER #Lukoil The ban on the sale of securities on behalf of non-residents was one of the first capital controls introduced by the Russian authorities in late February. Since then, some restrictions have been eased or lifted, but non-residents' assets in the stock market remain blocked.
May 20, 2022 • 4 tweets • 2 min read
🇳🇬🇨🇩🇳🇪A pesar de que dos de sus mayores accionistas redujeron posición a 1.40 GBP en los últimos meses, el precio de las acciones de Airtel Africa $AAF se mantuvo muy firme, incluso manteniéndose positiva en lo que va del difícil año 2022. Hicimos un research en nuestro Substack

resglostocks.substack.com/p/airtel-afric…
May 19, 2022 • 4 tweets • 2 min read
El apetito ruso por moneda extranjera, incluso después de aumentar el limite de transferencias de 10.000 a 50.000 sigue siendo muy bajo
- Menos importaciones
- Temor a prejuicio sobre Rusia?

> No puede faltar mucho para que se equilibre la balanza dandole salida a especuladores Otro punto interesante es que se va a comprar rublos para comprar materia prima, es un pase obligado. No hay un interés en el papel pintado en sí y una tasa de interés, sino en materias primas.
May 17, 2022 • 4 tweets • 3 min read
🇷🇺 #Gazprom sube un 5,5% en Moscú después de que la empresa enumere en los temas de la Asamblea del 26 de mayo "recomendaciones sobre el monto, plazos, forma de pago de los dividendos anuales y la fecha en que se determinen las personas con derecho a recibir los dividendos." Image 🇷🇺"Las acciones han subido de precio, a pesar de la negativa de #Gazprom a publicar declaraciones bajo los estándares rusos e internacionales para el primer trimestre de 2022."

quote.rbc.ru/news/article/6…
Mar 17, 2022 • 10 tweets • 8 min read
🇨🇳We Chat de Evergrande: "Evergrande Group Chongqing implementa inquebrantablemente la política de garantizar la entrega de edificios, proteger el sustento de las personas y garantizar la estabilidad."

Situación de construcción de algunos proyectos de #Evergrande Group Chongqing Evergrande Yunhu Shang County

El carril de incendios exterior del contratista general de la parcela se completó en un 90%, el muro de mampostería se completó en un 60%, la decoración interior de la unidad de decoración se completó en un 90%.
Mar 16, 2022 • 13 tweets • 6 min read
🇨🇳SHANGHAI 600000
SHANGHAI PUDONG DEVELOPMENT BANK
Shanghai Pudong Development Bank Co was founded 1992 with the approval of the People’s Bank of China and has been operating since 1993. It is a nationwide joint-stock commercial bank that became listed in 1999 on the Shanghai SE Principal shareholders: SASAC of China (!) and China Mobile of @CipresMomentum (!)
Mar 16, 2022 • 4 tweets • 2 min read
🇷🇺Putin, from @DeItaone

RUSSIA TO REWARD FOREIGN COMPANIES THAT REMAIN

WEST IS FACING RISING ENERGY COSTS

THE WEST THINKS WE WILL STEP BACK - THE WEST DOESN'T UNDERSTAND RUSSIA

WEST'S ACTIONS ARE SIMILAR TO ANTI-SEMITIC POGROMS IN GERMANY IN 1930S
Mar 16, 2022 • 5 tweets • 2 min read
🇨🇳The website of the Ministry of Industry and Information Technology released that the Hengchi brand pure electric multi-purpose passenger vehicle of #Evergrande NEV (708) is in the "Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles" This means that the Hengchi 5 has passed the one-month publicity period for new vehicles of the Ministry of Industry and Information Technology, and is qualified for production and sales, and can be publicly pre-sold.

Mar 16, 2022 • 4 tweets • 1 min read
🇮🇳🇨🇳India reportedly explores yuan in oil trade with Russia, as frustration grows over US sanctions

globaltimes.cn/page/202203/12… 🇨🇳🇮🇳Globaltimes (China): "maintaining normal trade with Russia or any country is New Delhi's legitimate rights."

"India has every reason to protect its own economy"

"Economic sanctioning will result in a situation where multiple players lose"

globaltimes.cn/page/202203/12…
Mar 15, 2022 • 4 tweets • 2 min read
🇮🇳🇷🇺The Russia-Ukraine war has exacerbated already high global gas prices. This means the budgeted Rs1 trillion (US$14 billion) fertilizer subsidy is likely to increase.

worldfertilizer.com/special-report… Natural gas is the main input (70%) for urea production, and even as global gas prices increased 200% from US$8.21/million Btu in January 2021 to US$24.71/million Btu in January 2022, urea continued to be provided to the agriculture sector at a uniform statutory notified price.
Mar 15, 2022 • 15 tweets • 5 min read
Veo mucho temor a las bajas Chinas. Me parece que está bueno pensar y analizar qué enfoque tienen las inversiones y tenerlo claro durante todo el proceso: Comprás para guardar? Queres ganar en 1 mes? Queres hacer trading? Tenes claro a qué estas expuesto? Si cambia tu enfoque porque el precio baja, tenes que replantearte en qué invertís. Lo dijimos con Gazprom: una cosa es el precio, otro las operaciones. Y hoy Gazprom está teniendo revenue record en medio de una guerra. No interesa el precio, la inversión es sobre el negocio.
Mar 14, 2022 • 4 tweets • 2 min read
🇸🇦🇷🇺🇨🇳(🌍)🇮🇳
Vs.
🇺🇸🇪🇺

De que lado preferís estar? 🇸🇦🇨🇳

Jan 3, 2022 • 5 tweets • 1 min read
🇨🇳China has the largest food reserves: Beijing accelerated food purchases during the pandemic, when the first signs of a disruption in food supplies and rapid rise in world prices appeared As a result, China, which is home to 20% of the world's population, managed to accumulate more than half of the world's reserves of corn and other grain crops. This has accelerated the rise in the cost of food in the world, said Nikkei Asia.
Jan 2, 2022 • 6 tweets • 1 min read
🇪🇺EU drafts plan to label gas and nuclear investments as green

reuters.com/markets/commod… European Commission drawing up green investment rules

Draft proposal labels nuclear, some gas plants as green

Countries disagree on the fuels' green credentials

EU advisors said gas not compatible with climate goals
Jan 1, 2022 • 5 tweets • 2 min read
🇮🇳 Tata Motors Electric Passenger Vehicle sales increased 439% in December 2021 versus December 2020.

$TTM #TATAMOTORS Image 🇨🇳The total annual delivery volume of Xiaopeng Motors in 2021 will reach 98155 units, 3.6 times more than in 2020

In December 2021, Xiaopeng Motors delivered a total of 16,000 units, an increase of 181% year-on-year

$XPEV #ElectricVehicles Image
Oct 29, 2021 • 24 tweets • 10 min read
WE INITIATED COVERAGE THREAD OF @sonacomstar WITH A LINK TO OUR RESEARCH ABOUT THE COMPANY IN OUR SUBSTACK

#SONACOMS #SONABLW #StockMarketindia @sunjaykapur @vivek_vikram

resglostocks.substack.com/p/sona-comstar
Aug 1, 2021 • 7 tweets • 2 min read
Excellent note from Ray Dalio about the recent interventions of the CCP "To understand what’s going on you need to understand that China is a state capitalist system which means that the state runs capitalism to serve the interests of most people and...
Aug 1, 2021 • 6 tweets • 2 min read
Union 1 of Minera Escondida rejects 18 million bond and starts strike

Minera Escondida workers block route 5.

99.5% of the workers approved the stoppage. Within their petition they demand to distribute profits from the mining company. Image Workers from union 1 of Minera Escondida rejected the latest offer presented by mining company BHP Billiton and approved the strike. With 2,164 votes in favor and only 11 against, the option to go on strike was accepted this Saturday night.
Jul 30, 2021 • 5 tweets • 1 min read
Peru's Castillo names far-left PM; no finance minister in cabinet

reuters.com/world/europe/p… Pedro Castillo named Guido Bellido, a member of his Marxist party, as prime minister on Thursday, dimming hopes of a moderate administration, and swore in most of his cabinet, but did not name a finance minister.
May 28, 2021 • 76 tweets • 17 min read
Gazpróm released the report for 1Q 2021.

The generation of operating cash is enormous... and in the 1Q alone, there are already 8.26 RUB per share for FY2021 distribution!

This is a 3.15% dividend yield in a single quarter!

@GazpromEN = Massively unvervalued ImageImageImageImage With a Market Cap of USD 84,315 mln and a net debt of USD 43,000 mln, Gazprom's Enterprise value amounts to USD 127,000 mln. Taking the first quarter Free Cash Flow of USD 6.350bn, Gazprom is valued at 20 quarters ... Image