Deputy Minister of Finance Sergey Shatalov has called the first data on how much is planned to increase NDPI natural gas in 2010. According to the minister, because of the rising rates NDPI planned to bring the state budget an additional 50 billion rubles. Based on the annual gas production in Russia around 610 billion cubic meters. m., and as such seems a realistic level of production in 2010, the rate NDPI should be increased to 82 rubles. from the current 147 rubles. per thousand cubic meters. meters, or nearly 56%. The initiative of the Ministry of Finance on such a significant increase in NDPI can come to a serious opposition in consultation with other relevant departments, and especially with the Russian Ministry of Energy, as has happened either time. According to our estimates, the risk that the Ministry of Finance will not be able to raise NDPI at 56 %, very high. In addition, the Ministry of Finance is quite a strong opponent in this matter will be Gazprom , - says the analyst of investment company FINAM Alexander Eremin.
Management IES controlling TGK-5, TGK-6, TGK-7, TGK-9, planned before the end of 2009 to conclude a 10-year contracts to supply coal to its generating companies. Now there is a trend of growth in gas prices while lowering the price of coal. In the future, gas prices may rise faster than coal prices. This will allow the generation of coal price in the first zone to receive additional benefits for the liberalization of the electricity market. However, there are and disadvantages of switching to coal generation. Thus, the depreciation of equipment coal-fired power, is faster than when working on gas, - examines Constantine Reilly from FINAM.
Official Severstal announced the signing of a contract of intent with NATCO Sales Plant Allenport (part of Severstal Wheeling). The design capacity of the plant - about 1 million tons (slightly less than 10% of total production capacity of the American Division), the production of frozen more than a year. In the first quarter of the U.S. division recorded a negative result at EBITDA level of $ 243 million, and the willingness of management to get rid of Severstal unprofitable assets in the United States may be a short positively received by investors, - analysts believe FINAM.
Novorossiysk Sea Port (NMTP) released operational results for the 5 months of 2009 During this period, the turnover of goods increased by 11.4%. This turnover of bulk cargo grew by 7.6%, bulk - at 129% and the turnover of containers decreased by 37%. We appreciate the financial results NMTP positive. Against the background of a general slowdown of cargo in Russia, where over 5 months of 2009 freight RZhD decreased by 26%, and air transportation of goods fell in April 2009 to 17.2%, operating results are strong port . This result, in our opinion, the company managed to achieve through the unique geographical position on the road from Central Russia to Europe, as well as the set for the introduction of new capacity during 2008, - comments the analyst IK FINAM Konstantin Romanov.
More information on these and other comments of analysts IC FINAM you can refer to the section Investments
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Forex - Asia
The drop in SP 500 for 2 days was a record in April, futures on Wednesday grow
Composite index of shares of Asian countries on Wednesday falls 3rd day in a row, Nikkei rising
Pessimism growing Russian investors: the stock market again today «surrendered bears»
The Russian market is dominated by sales, impact on the trades could have statistics from the United States
Promotions The Seventh Continent grew up on a background of rumors of buying the company from the largest European retail network
Stocks Uralkali lost 10%, while the paper Transneft increased by 3.55%
Futures on the RTS index fell by 3.94% to a value of 102980 items
As of 18:00 Moscow time the volume of trades on the MICEX Stock Exchange amounted to 163.6 billion rubles