... to the European Union, including transit supplies via Serbia and North Macedonia, reached 800 million cubic meters per day (m³/day) in July 2024, of which just over 5% (43 thousand m³/day) came through the GMS "Sudzha." Secondly, the targeted gas savings by EU countries, which have been in place since August 2022 when agreements to reduce gas consumption by 15% compared to the average multi-year level took effect, will play a role. The effect of savings was noticeable this year as ...

... Dom.RF has the potential to structurally expand the financial infrastructure sector on the exchange. For investors, the following are important: Business Model and Margins: sources of income, resilience to cycles, portfolio quality. Dividends Policy: targeted payouts and their link to profit under IFRS/RAS. Corporate Governance: independent directors, board committees, quality of disclosure. Impact on Liquidity and Index Considerations IPOs and SPOs typically increase trading volumes and improve market ...

... Operational Efficiency Logistic Cost Control: The scale of its own network and last-mile optimization support gross margin. Operational Leverage: Increased marketplace transactions raise the share of high-margin revenue (commissions, technology, advertising). Targeted Investments: Focus on ROI-positive initiatives in logistics and IT helps mitigate pressure on OPEX. The result is an EPS above forecast, reflecting a balance between growth and financial discipline. Segments and Growth Drivers Marketplace and ...

... year, inflation has reached 6.75%. The question for Russian investors is how this might affect investment strategies and what opportunities the current economic situation presents. Current Inflation Situation The inflation rate remains above the 4% target set by the Central Bank of Russia, signaling persistent inflationary pressure. The Central Bank of Russia has taken measures to curb inflation, including raising the key interest rate, aimed at reducing consumer activity and stabilizing prices....

... Outperformance Category Mix: A focus on clothing, footwear, and home goods supports customer return rates and order frequency. Marketplace Revenues: Growth in commissions and advertising services reduces reliance on low-margin 1P retail. Promotional Campaigns: Targeted sales increase conversion rates without exerting excessive pressure on margins. The slight upside in revenue expectations indicates competitive pricing and effective traffic management. Profit and Profitability: Cost Discipline Logistics and ...