: 9 18 2014. |
: FOMC. ( 21 ), QE. (DJIA -0.20%, S&P 500 -0.33%) (Hang Seng -0.13%, Shanghai -0.28%, Nikkei +0.14%; S&P +0.08%) . , EM- , , , , , , . , . Brent $110.5 . . : , QE . , Brent ( $108 .) QE. 213, , . ( ), . - . : Brent (+3.2% $111.3 .), RUB 32.93, (-0.2%), 50 (-0.2%).
,
| | : 9 18 2014. | : . , . : . 1.4 . (46 . ) , . 69 . 62 . . : . 9 . , , , , 19 . , . , : , , .
,
| | : 9 18 2014. |
: . , , , . ( ) QE. , (DJIA -0.05%, S&P 500 +0.38%). PMI ( ). , Shanghai (+0.08%), (Hang Seng -1.03%, Nikkei -0.69%), S&P (-0.18%). Brent ($109.88 .). : QE. - QE. ( ), ( ) 2009 . : (10- , Home Depot, , -) . BHP Billiton . , , . : Brent 1.21% $111.7 ., RUB 32.93, 0.34%, 50 0.36%.
, | | : 9 18 2014. | :
* * - * MICEX SC (-27% /) * * -2, -5 -1 : MICEX SC -5 (+4.4%) -6 (+9.6%) , . (+9.4%) (+5.5%) , . : MICEX SC 27% /, QE. -2 , -5. : , . GDR: IRC (+17%) Ferrexpo (+9%). , 9% . . AVSI: S7 Group : UTAR: 8M13 KMAZ: MSTT: TRCN: 113
: : : , | | : 9 18 2014. | C
: , - , , . . : , . () , RUB 20-30 . : . , 2015 . , , , . , .
: , . : , . 30% , . 2012 . . 2013 . , Petronas, , . , | | : 9 18 2014. |
. . , UST 10 2013 . EM
. 100 12 , . RUB 243 RUB 280 5.57%. o/n 6.13% , . 4 6 . - ,
, (Baa3/BBB-/BBB-) (Baa1/BBB/BBB). , , , . , , . , Moodys (1//) Baa1 . . GAZPRU 19 TNEFT 18, 120 , , , (2//) (1/+/NR), . 4-5- : VTB 17 SBERRU 17 (>105 ), GPBRU 17 VTB 17, , 40 , | | : 9 18 2014. | ,
: $2.5 , . : $2.5 . $2.5 , . , / , , 49% . , . 11.7 2017 . 226. : , . , , , , , , , , .
, CapEx : , CapEx. : , CapEx. . . , , , . , , CapEx 2013-16 . $1.5 . : CapEx . , $2 $1.5 , CapEx OpEx.
: , 22%- , . , . : , . , 21.75%- $3.7 , . . , , , , 20% . : , . , , , . , $4-4.5 . , . , , $400 $340 , $300 .
: , . : . , . , , . , , 1.5 . : , , . , , . $380-$400 (CFR ) $340 ( ), . ܻ . , | | : 9 18 2014. |
, . 廠 . S&P 500 , Brent . , . , | | : 9 18 2014. | 313 ,
: - , - . - . : . 2-313 US GAAP, - , . * 213 313 $2.12 $2.09 . * EBITDA 213 8% / $203 313, 3% / $209 . * 213 - ( $600 ) . 313 $116 . $9.15 113 $9.03 313 , . , | | : |
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