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Tuesday, 3 December 2024: Analysis of Key Events and Reports
... Goolsbee (Federal Reserve), and Cipollone (ECB), may provide additional signals regarding future monetary policy.
European Impact:
Inflation in Turkey and Switzerland:
Turkey: Rising inflation could lead to higher interest rates, potentially causing capital outflows from Europe to Turkey, affecting European financial markets.
Switzerland: Changes in Swiss inflation may influence the Swiss franc's value, impacting trade and investment flows between Switzerland and the Eurozone.
Brazil's Q3 2024 GDP:
As a significant trading partner, Brazil's economic performance can affect European export-oriented industries, especially in sectors like machinery and chemicals.
U.S. JOLTS ...
Calendar of Economic Events for Investors and Traders (December 2 - December 6, 2024)
... Initial Jobless Claims
18:00 MSK: Canada - Ivey PMI (Nov)
18:30 MSK: USA - EIA Natural Gas Storage ChangeImportant event: 15th VTB Investment Forum "RUSSIA CALLING!" - Day 2Central Bank speakers: Nakamura (Bank of Japan), Barkin (Fed), Montagner (ECB),... ... with a dividend of 2.11 rubles
SmartTechGroup ($CARM): Board of Directors will propose to the EGM to increase the authorized capital by placing additional shares
Dollar General Corp ($DG): Report before US market open. Expected revenue growth - 4.6%
Kroger ...
JD.com Reports Record Quarterly Results and Stock Growth
... and fast delivery.
Regulation:
Predictability of requirements enhances trust in public technology companies.
Risks to the JD Investment Case
Price Competition:
Potential margin compression in certain categories.
Logistics and Subsidies:
Increased promotional ... ... speed, last-mile costs, warehouse utilization.
Trends in active customers and order frequency, conversion rates, and retention.
Capital expenditures and free cash flow as a basis for dividends and buybacks.
Conclusion for CIS Investors' Portfolios
JD.com ...
REPORT VIPS - Vipshop's Profit and Revenue in Q2: Financial Performance and Analysis
... returns, "last mile" costs.
Active users, purchase frequency, and average order value dynamics.
Free cash flow and capital allocation policy (CapEx, buybacks, dividends).
Conclusion for CIS Investor Portfolios
Vipshop demonstrated a quarter ... ... demand-sensitive environment with intense competition, emphasis on cost discipline, logistics, and commission revenues supports the investment case for
VIPS
. A selective approach is advisable: either maintain or cautiously increase positions while managing ...
In Our Ranks: Russia's Oil and Gas Revenues in 2025 May Decrease by 23%
... higher than in 2025, and even more so than in 2024; however, the actual growth rates will depend on increasing OPEC+ quotas.
— According to the IEA's assessment, Russia could quickly increase production by 100,000 barrels per day without significant capital investments, merely by utilizing idle capacities. This equals just under 5 million tons of oil per year, — he notes.
Tamara Safonova, CEO of the Independent Analytical Agency of the Oil and Gas Sector (NAANS-Media), states that if the trends from the ...