Частка імпортних будівельних матеріалів на українському ринку зросла з 14% 2021 року до 23% 2023 року, вітчизняний ринок
MARKET COMMENT
Ukrainian equities kicked off the week in brisk demand on Monday, Jan. 13. The WIG Ukraine Index of Warsaw-traded stocks surged 5.2%, extending it hot streak to four sessions at an 18.7% advance. Its biggest component, grain trader and sunflower oil maker Kernel (KER PW), jumped 7.4%. Its second biggest component, sugar maker Astarta (AST PW), improved 5.7%, extending its win streak to four sessions at a 33.1% gain. KDM Shipping (KDM PW) surged 11.5%, or 51.1% in two sessions. In London, iron ore miner Ferrexpo (FXPO LN) increased 3.6%. In Kyiv, the Ukrainian Exchange (UX) Index gained 1.6%, extending its win streak to four sessions at a 6.5% advance. Its biggest mover on Monday was power generator Donbasenergo (DOEN UK +5.8%).
A selloff of Ukrainian debt prevailed on Monday after a warning made on the weekend by Russia’s Finance Minister of a possible request to accelerate repayment of a USD 3 bln debt provided to Ukraine, as well as Goldman Sachs’s speculation on a possible haircut of Ukrainian debt. As a result, the shortest end of the Ukrainian sovereign curve (UKRAIN) jumped 684 bps to 62.7% (still below the highs of 82% observed a month ago), while the yields of its longest bonds increased 10-40 bps. Also increasing were the yields of some corporate bonds maturing in April 2015: +911 bps for Ukreximbank (EXIMUK) and +490 bps for DTEK (DTEKUA). The 2016 bond of State Savings Bank (OSCHAD) fell, with its YTM increasing 417 bps. At the same time, the yields of food giant bonds maturing in 2015 – MHP (MHPSA) and Avangardco (AVINPU)— decreased almost 300 bps during the day.
Источник: Конкорд Капитал
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