Will the New Tax Kill Our Dividends? A Breakdown of Sber, Polyus, Samolet, and the RTS IPO
A new excess profit tax, pressure on banks, and corporate debt problems—the market is once again receiving signals that can't be ignored.
In this video, we analyze the key news affecting the Russian stock and bond markets and explain how they may impact investors.
📊 In this episode:
— Excess profit tax: who will pay and how will it impact shares
— Sberbank and VTB: the risk of profit expropriation from shareholders
— Polyus: the impact of gold prices and the tax burden
— MKB: share buybacks and pitfalls for minority shareholders
— Samolet: a fall and a sharp rebound—what's happening with the stock
— EuroTrans, Delimobil, and others: debt issues and market pressure
— Bitubi RTS IPO: is it worth participating at a reduced valuation
We analyze the real risks hidden beneath the news and show where the market may be overestimating the situation and where, conversely, underestimating the threats. If you invest in Russian stocks or bonds, this analysis will help you make more informed decisions.
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Recommended playlists:
The most important stock market news – • Новости фондового рынка простым языком
What to buy right now? • Что купить в свой портфель?
Investing for beginners in simple terms – • Инвестиции с нуля
This video is for informational and educational purposes only. It does not constitute individual investment advice, a public offer, or a solicitation for financial transactions.
Any investment decisions are made independently by you, taking into account your goals, financial situation, and risk tolerance. Past performance does not guarantee future results.
We are not responsible for any financial losses resulting from the use of information in this video. Before making investment decisions, we recommend consulting with professional financial advisors.
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00:00 – Introduction
00:32 – Excess Profit Tax
04:40 – MKB and Share Buybacks
06:25 – Airplane: Fall and Rebound
08:33 – EuroTrans, VUSH, and Delimobil
09:32 – B2B RTS IPO