Частка імпортних будівельних матеріалів на українському ринку зросла з 14% 2021 року до 23% 2023 року, вітчизняний ринок
Domestic bondholders' structure
The MoF continued to sell domestic bonds with significant support from the NBU under the domestic QE program, as UAH9.94bn of bonds were sold, of which the NBU purchased UAH8.48bn since the beginning of the year. After Tuesday's auction, the NBU's portfolio rose to UAH326.59bn, increasing its share to 70.26%. The banks' portfolio rose just UAH0.06bn since the beginning of the year, while the other residents' and non-residents' portfolios declined UAH0.81bn and UAH0.51bn, respectively, decreasing their shares to 20.11%, 5.11%, and 4.53%, respectively.
Investment implications: The NBU continued to purchase domestic bonds this year, most likely the same bonds which were sold by the MoF with 3-month maturities. As these bonds are scheduled to be redeemed in April, the MoF and the NBU are likely to agree that the NBU's portfolio should be restructured through the end of March. As the state budget approved this deal, it could include all bonds in the NBU's portfolio should this happen.
Источник: ICU
- Вторинний ринок перерозподілив нові ОВДП ICU 26 січня 2018 года
- Ліквідність очікувано зросла ICU 26 січня 2018 года
- Ліквідність зростає на відшкодуванні ПДВ ICU 25 січня 2018 года
- MoF sells 3-year bonds ICU 24 січня 2018 года
- Мінфін залучив 2.31 млрд грн у бюджет ICU 24 січня 2018 года