It is worth being very careful with securities that have recently been cleared of dividends. For example, Transneft and MTS have expressed intentions to quickly close dividend gaps. But the same pattern was observed for Lukoil - the paper began to grow well after the registry was cut off, but then it rolled down.
For MTS fans, it is worth recalling that the paper failed to close last year's dividend gap. It is quite possible that this will also happen.
This morning, we are very worried about oil. After Friday's drop of almost 2.5%, the quotes are around $83 per barrel. There is a support line in the form of a side of a diverging triangle. The breakdown of this barrier can dramatically accelerate the downtrend. It is also alarming that oil has not reacted to the next aggravation of the situation in the Middle East.
On Friday, the Central Bank will announce the amount of the new key rate. We believe that its increase by 2 percentage points to 18% per annum has already been included in the prices, and if the Central Bank's decision coincides with market expectations, there may be a rebound "in fact". However, in any case, we believe that now buying shares on a broad front is unreasonably risky.
The ruble is behaving calmly, paired with the yuan, continuing to consolidate around the 12 mark. Usually, after a long sideways movement, a strong movement follows. Most likely, it will be down for the yuan-ruble pair.
Alexey Antonov, Head of Investment Consulting at ALOR BROKER
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