ACTIONS news , forecasts , expectations , December 2020

[Yuriy Zaytsev]

01.12.2020 S$P 500

If the trend continues into the morning, most US equities will go up.

[Yuriy Zaytsev]

Yesterday 30.11.2020 SBER volumes

12,412,896.169.499851 BUY

15,513,357,069.500143

SELL

[Yuriy Zaytsev]

01.12.2020 cut 07:23

Looks like there will be an upward move for most US stocks at the start of the day.

difference 3657.12 to 3623.8833.24

[Yuriy Zaytsev]

The first with a weight over 1

Number	Company name	Symbol	Business sector	Index weight (in %)
1	Apple Inc.	AAPL	IT	3.911126
2	Microsoft Corporation	MSFT	IT	3.082336
3	Amazon.com Inc.	AMZN	Internet	2.688036
4	Facebook Inc. Class A	FB	Internet	1.835431
5	JPMorgan Chase & Co.	JPM	Banks	1.707639
6	Berkshire Hathaway Inc. Class B	BRK.B	Finance	1.703224
7	Johnson & Johnson	JNJ	Health	1.527487
8	Alphabet Inc. Class C	GOOG	Internet	1.454123
9	Alphabet Inc. Class A	GOOGL	Internet	1.437765
10	Exxon Mobil Corporation	XOM	Energy	1.336511
11	Bank of America Corporation	BAC	Banks	1.328856
12	Wells Fargo & Company	WFC	Banks	1.079804
13	Intel Corporation	INTC	Semiconductor Industry	1.025674

[Yuriy Zaytsev]

IT

Number	Company name	Symbol	Sector of activity	Weight in the index (in %)
1	Apple Inc.	AAPL	IT	3.911126
2	Microsoft Corporation	MSFT	IT	3.082336
16	Cisco Systems Inc.	CSCO	IT	0.945091
38	International Business Machines Corporation	IBM	IT	0.582487
54	Accenture Plc Class A	ACN	IT	0.424988
59	PayPal Holdings Inc.	PYPL	IT	0.382384
100	Activision Blizzard Inc.	ATVI	IT	0.242123
114	Cognizant Technology Solutions Corporation Class A	CTSH	IT	0.208265
145	HP Inc.	HPQ	IT	0.166355
147	Electronic Arts Inc.	EA	IT	0.164531
182	Western Digital Corporation	WDC	IT	0.128820
183	Hewlett Packard Enterprise Co.	HPE	IT	0.127532
184	DXC Technology Co.	DXC	IT	0.126888
201	Red Hat Inc.	RHT	IT	0.116775
266	Harris Corporation	HRS	IT	0.079842
271	Global Payments Inc.	GPN	IT	0.078895
281	Motorola Solutions Inc.	MSI	IT	0.074780
287	Seagate Technology PLC	STX	IT	0.073366
392	Gartner Inc.	IT	IT	0.048125
394	CA Inc.	CA	IT	0.047949
400	Alliance Data Systems Corporation	ADS	IT	0.047225
424	Juniper Networks Inc.	JNPR	IT	0.042124
430	F5 Networks Inc.	FFIV	IT	0.040313
475	Xerox Corporation	XRX	IT	0.028042
476	CSRA Inc.	CSRA	IT	0.028032

Number	Company name	Symbol	Sector of activity	Weight in the index (in %)
32	Oracle Corporation	ORCL	Software	0.677823
49	Adobe Systems Incorporated	ADBE	Software	0.458341
185	Autodesk Inc.	ADSK	Software	0.126026
294	Symantec Corporation	SYMC	SOFTWARE	0.071626
336	ANSYS Inc.	ANSS	SOFTWARE	0.060121
358	Synopsys Inc.	SNPS	Software	0.055861
401	Cadence Design Systems Inc.	CDNS	Software	0.047194

Number	Company name	Symbol	Sector of activity	Weight in the index (in %)
19	Pfizer Inc.	PFE	Pharmaceuticals	0.927105
24	AbbVie Inc.	ABBV	Pharmaceuticals	0.807888
34	Merck & Co. Inc.	MRK	Pharmaceuticals	0.640942
70	Eli Lilly and Company	LLY	Pharmaceuticals	0.324182
77	CVS Health Corporation	CVS	Sales of pharmaceuticals	0.293318
92	Walgreens Boots Alliance Inc.	WBA	Drug Sales	0.255903
102	Allergan plc	AGN	Pharmaceuticals	0.231197
135	Zoetis Inc. Class A	ZTS	Pharmaceutical	0.175282
236	Mylan N.V.	MYL	Pharmaceuticals	0.096047
390	Perrigo Co. Plc	PRGO	Pharmaceuticals	0.048330

[prostotrader]

Is there any point in having the same topics?

[Yuriy Zaytsev]

prostotrader:
Is there any point in having the same threads?

Rotate once a month, quite handy, otherwise it's inconvenient to read long portmanteaus.

[Yuriy Zaytsev]

Indices in the moment

[Valeriy Yastremskiy]

Yuriy Zaytsev:

Rotate once a month, quite handy, otherwise it's inconvenient to read a long ramble.

I agree.

[Aleksey Mavrin]

Yuri, I support the theme! ready to help with flooding discussions :)

s.w. Without such topics it seems that the forum has been taken over by bugs and second graders))

[Yuriy Zaytsev]

Aleksey Mavrin:

Yuri, I support the theme! ready to help with flooding discussions :)

s.w. without such topics it seems that the forum has been taken over by bugs and second graders))

Thank you.

02.11.2020

For now, the market has a good breakthrough SBER/SBERP and already 270 and even 280 do not seem to be a space, and there and to 300 on the doorstep,

To the bears on Sberbank the market was very sympathetic and it seems that they gladly took away stoppers above 260.

There is talk about a sharp rise in DSKY; the paper surged by more than 20%, breaking through a historical high on the news about a buyback of securities by Altus Capital at a price higher than the secondary market, the price is said to be 160. Although the fact of the buyback has not happened yet, the bids were initially planned to start on December 3, but the date was moved to 2.M oreover, the given security has very good dividend yield, about 9%. However, especially vigilant and probably lucky bears shorted from 150, or informed and knowledgeable bulls fixed the profit, the paper fell to 141 and froze, waiting for developments. Whether the entry to the region of 150-160 is possible in the nearest future. It is interesting, if during the first few days of December it will continue to fly higher, or the paper will fall back.

At the same time, the management of Detsky Mir claims that there are no clear agreements with Alus Capital.

Interesting text:

ECONOMICS
12:11, 30 November 2020

Detsky Mir shares surge above 20% on Moscow Exchange

Moscow. November 30. INTERFAX.RU - Detsky Mir shares surged more than 20% in trading on Monday and hit a new historic high on the news of a security buyback by Altus Capital investment company at a price above the secondary market.

Detsky Mir shares gained 149.08 rubles (+19.2%) by 11:59 a.m. on the Moscow Exchange, trading at a high of 151.42 rubles (+21%) and over 3.258 billion rubles.

Altus Capital investment company, established by UFG Wealth Management, wantsto buy up to 29.9% of shares(up to 220.961 million securities) of Detsky Mir and has sent an offer to shareholders of the retailer at the price of 160 rubles per share. The bid collection will start on 3 December. The proposed price is a record high for Detsky Mir shares and is based on the company's valuation of RUB 118.24bn, the potential buyer said in a statement.

The price implies a 27.9% premium to the closing price of trading on the Moscow Exchange on Friday, November 27 (RUB 125.12 per share), a 43.2% premium to the weighted average price over six months (RUB 111.74) and a 42.9% premium to the retailer's last SPO price in September (RUB 112).

Thus, if the deal is sold in full, Altus Capital will pay RUB 35.35bn for 29.9% of Detsky Mir.

Altus Capital's offer does not apply to holders of shares in the US and dependent territories.

Something similar has already happened with Yandex shares when the sale of Tinkoff Bank to Yandex was announced. In any case, the coming days of December are likely to be very merry for this security.

Who areAltus Capital?

Altus Capital was founded in 2014 by two partners of UFG Wealth Management Ltd, Oksana Kuchura and Dmitry Klenov. It specialises in direct investments in fast-growing companies, with an average investment horizon of one to five years. Focuses on projects from Russia and the CIS. http://altusca.ru/#team

Not a single English name :-)

If the name of the founder and owner was Warren Buffett, then this stock would clearly drive the quotes above the 160 mark.

Purchase orders will begin on December 2, not 3 as planned, and will be completed on December 18.

The change of the date from 3 to 2 is interesting and what is the rush, maybe they are afraid of price hike above 160?