Today, our actions are trying to win back some of yesterday's big losses when the negative opening of trading on the American market led to the Russian areas of panic selling. In my opinion, these were quite rational sales, because falling U.S. market was accompanied by the appearance of very good data on crude and petroleum products, which have provided tangible support to the oil market and prices returned to black gold at close to $ 70 per barrel. And it is through this increase in oil prices today, our market could play a significant part of yesterday's losses. From the data on stocks of special interest is to provide growth of retail sales of gasoline, slightly beyond the seasonal trends. This allows to hope that in the coming weeks we will see a more active physical demand for petroleum products and as a consequence of oil, which has always been Russia's stock market a good support.
Among the papers on the market highlights the quotes Gazprom and Sberbank, which accounts for the bulk of trading volume. And unlike previous days, Gazprom shares are traded more actively and throughout the day look better, Sberbank. On the one hand, it clears topic of rising oil prices, but on the other hand - Gazprom in general lags behind the market, and at such moments there is always the assumption that lagged behind the paper right now would be to win back the growth. Apparently, relatively good results of today's Gazprom connected with such a speculative idea.
You can also allocate shares of LUKoil, which is the second consecutive day looks better Rosneft and wins back the unfair gap arose from the companies analogues.
continues fairly active buying in the energy sector, the network companies, where the speculative revaluation issue related to the company transition to a new system tarifaobrazovaniya, apparently, has not yet played. I recommend to pay attention to the paper IDC Holding, because this is the company among the distribution networks, where there is a clear idea of growth. Paper holding still heavily undervalued relative to the total value of his shares in the individual distribution companies.
also be noted that very good looking, many steel companies and coal producers. Apparently, despite the stream of negative revaluations of many leading investdomov, demand in the sector continues, and it would be premature to write off and excluded from the list of sectors candidates for purchase, and the formation of long positions. I believe that the steel sector remains speculative appeal and recommend to pay attention to it.
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