IPO
•••

Аналитика: обзор рынка и прогнозы

Здесь публикуются обзоры рынков и отраслей, прогнозы и целевые цены, инвестиционные идеи и комментарии по акциям, облигациям и ETF , подготовленные аналитиками «Финама»

⚠ Данная информация не является индивидуальной инвестиционной рекомендацией, и финансовые инструменты либо сделки, упомянутые в ней, могут не соответствовать вашему финансовому положению, цели (целям) инвестирования, допустимому риску и (или) ожидаемой доходности. АО «ФИНАМ» не несет ответственности за возможные убытки в случае совершения сделок либо инвестирования в финансовые инструменты, упомянутые в данной информации. Exchange Traded Fund (с англ. яз. «биржевой фонд, торгуемый на бирже») — инвестиционный фонд, акции которого торгуются на бирже. Такой фонд может состоять из множества активов, собранных по определенной инвестиционной стратегии.

Oracle Corporation

Oracle — окупаемость CAPEX набирает обороты

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70%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Дмитрий Лозовой

Micron Technology Inc

Сильные результаты и позитивный прогноз менеджмента сохраняют потенциал роста акций Micron Technology

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58%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Максим Абрамов

Roundhill Sports Betting & iGaming ETF

Roundhill Sports Betting & iGaming ETF — рост на волне цифровизации азарта

Потенциал

56%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Магомед Магомедов

VanEck Gold Miners ETF

Фонд золотодобытчиков выигрывает на фоне спроса центральных банков на золото

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55%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Егор Вершинин

Uber

Отчет UBER за 2 квартал может показать существенный рост прибыли

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54%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Кристина Гудым

VanEck Uranium and Nuclear ETF

Vaneck Uranium and Nuclear ETF интересен для покупки на текущих уровнях

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51%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Максим Абрамов

Salesforce

Salesforce - падение акций не отменяет улучшения бизнеса

Потенциал

47%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Дмитрий Лозовой

Bitwise Crypto Industry Innovators ETF (BITQ)

Новый цикл роста BTC совсем близко

Потенциал

46%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Дмитрий Лозовой

Halliburton Company

Апсайд в акциях Halliburton сохраняется

Потенциал

45%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Сергей Кауфман

Alibaba Group Holding Limited

Динамика прибыли Alibaba могла остаться негативной

Потенциал

43%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Сергей Кауфман

Pfizer Inc.

Бумаги Pfizer значительно недооценены

Потенциал

39%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Зарина Саидова

Xylem

Xylem – останется ли компания под давлением внешних рисков?

Потенциал

38%

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Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

Кристина Гудым

Стратегии аналитиков «Финама»

Готовый портфель ценных бумаг, которым управляют аналитики «Финама» на личном счёте на свои деньги. При подключении стратегии все сделки профессионала, совершаемые им по стратегии, будут автоматически повторяться на вашем брокерском счёте.

  • US. Сбалансированная.

    8
    подписчиков
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65.4,369.5,369.5,369.5,363.4,336.0,336.5,338.3,329.7,329.7,329.7,340.9,346.1,358.8,362.4,363.0,363.0,363.0,361.6,362.6,361.2,381.3,379.2,379.2,379.2,383.5,386.4,384.8,390.6,388.4,388.4,388.4,387.6,382.8,393.8,398.3,402.5,402.5,402.5,405.2,412.4,422.0,425.5,423.1,423.1,423.1,429.7,416.1,422.4,422.3,419.8,419.8,419.8,421.2,418.3,413.2,414.1,413.9,413.9,413.9,416.7,418.3,411.5,401.1,408.1,408.6,408.6,407.6,419.0,434.4,439.4,430.5,430.5,430.5,428.9,428.9,427.8,426.7,416.4,416.4,416.4,413.9,418.6,420.3,434.5,443.3,443.3,443.3,445.2,454.7,466.4,474.7,471.0,471.0,471.0,471.2,468.0,462.3,454.6,434.1,434.1,434.1,428.6,427.1,449.7,445.0,444.9,444.9,444.9,444.9,439.3,423.5,427.7,433.5,433.5,433.5,435.0,430.0,428.6,426.7,427.8,433.8,433.8,429.2,425.4,425.4,427.5,437.3,437.3,437.3,445.4,434.5,435.9,439.1,427.2,427.2,427.2,430.0,437.8,444.1,447.2,455.8,455.8,455.8,453.3,449.8,452.8,456.3,447.3,447.3,447.3,395.9,409.2,408.5,420.0,415.9,415.9,415.9,418.3,411.9,419.1,415.8,418.2,418.2,418.2,422.9,414.7,395.2,383.6,373.3,373.3,373.3,379.2,385.3,374.7,364.4,352.0,352.0,352.0,344.1,334.9,336.2,345.2,348.0,339.5,339.5,328.9,327.0,336.0,324.9,327.8,327.8,327.8,324.2,299.3,303.6,298.6,305.7,305.7,305.7,301.6,283.8,293.0,298.6,297.2,297.2,297.2,301.9,303.1,293.3,287.6,280.8,280.8,280.8,289.8,289.3,291.5,266.5,241.6,241.6,241.6,253.6,247.2,286.0,265.0,267.8,267.8,267.8,265.2,263.7,254.4,250.0,246.2,246.2,246.2,235.3,245.4,256.0,269.3,274.2,274.2,274.2,273.6,272.6,275.2,279.9,287.5,287.5,287.5,287.9,281.1,280.7,282.7,281.4,281.4,281.4,298.2,305.7,306.2,308.0,309.6,309.6,309.6,308.6,305.7,294.3,294.3,290.0,290.0,290.0,289.7,297.8,296.0,287.9,287.6,287.6,287.6,292.3,299.6,298.6,301.7,307.3,307.3,307.3,307.4,304.5,304.1,308.1,299.7,299.7,299.7,303.5,297.5,295.9,294.8,290.3,290.3,290.3,295.5,304.0,308.2,313.5,314.7,314.7,314.7,319.5,316.5,323.2,327.8,328.1,328.1,328.1,324.8,325.3,330.1,330.4,330.1,330.1,330.1,333.3,333.2,334.5,339.8,338.7,338.7,338.7,338.8,332.5,340.4,345.0,349.1,349.1,349.1,354.0,368.0,367.4,355.5,345.8,345.8,345.8,349.9,348.7,367.2,364.2,369.7,369.7,369.7,365.9,373.5,372.1,370.7,364.6,364.6,364.6,369.1,361.8,358.8,358.9,368.2,368.2,368.2,367.1,369.4,368.3,369.0,364.7,364.7,364.7,365.3,361.1,363.7,371.3,373.7,373.7,373.7,376.4,383.8,403.4,415.2,394.6,394.6,394.6,393.2,389.0,391.5,403.6,410.1,410.1,410.1,418.8,409.5,410.4,407.7,410.0,410.0,410.0,409.3,413.0,414.4,411.4,416.5,416.5,416.5,428.0,413.2,426.1,425.9,409.1,409.1,409.1,409.1,394.8,394.2,396.5,407.1,407.1,407.1,417.7,415.8,413.3,420.1,421.4,421.4,421.4,416.1,424.5,431.9,433.5,434.8,434.3,434.3,436.3,425.7,420.6,409.2,407.6,407.6,407.6,416.4,414.4,415.6,399.3,405.3,405.3,405.3,399.0,391.0,396.7,379.1,369.8,369.8,369.8,377.5,383.9,387.8,385.7,387.9,387.9,387.9,382.8,385.9,392.2,388.6,382.6,382.6,382.6,390.3,386.7,399.2,410.0,397.7,397.7,397.7,397.2,396.1,390.6,393.9,409.6,409.6,409.6,404.5,403.2,402.8,399.2,399.6,399.6,399.6,398.4,400.3,396.1,396.1,403.9,403.9,403.9,413.5,415.2,410.6,402.1,408.9,408.9,408.9,414.3,417.7,410.5,423.0,419.0,419.0,419.0,418.5,406.0,410.8,410.4,408.3,408.3,408.3,414.6,425.8,428.9,430.7,418.3,418.3,418.3,427.4,420.3,406.3,402.4,430.1,430.1,430.1,442.4,438.1,440.7,424.6,437.1,437.1,437.1,430.9,429.9,438.4,430.4,433.4,433.4,433.4,426.4,429.4,448.9,434.0,432.1,432.1,432.1,434.9,423.5,436.8,442.9,425.5,425.5,425.5,412.1,441.4,438.9,432.5,433.3,433.3,433.3,445.5,450.7,454.6,470.4,445.6,445.6,445.6,448.3,438.3,438.9,425.3,410.7,410.7,410.7,405.1,425.6,425.5,424.9,419.6,419.6,419.6,421.8,424.1,449.6,446.3,443.3,443.3,443.3,445.7,442.4,446.0,454.6,460.6,460.6,460.6,455.4,454.6,462.6,461.4,467.0,467.0,467.0,459.4,451.0,448.6,457.3,453.8,453.8,453.8,456.7,462.5,448.1,438.5,443.1,443.1,443.1,446.7,443.8,441.9,454.3,440.4,440.4,440.4,429.5,413.8,425.4,430.1,439.2,439.2,439.2,441.7,445.6,438.7,440.0,442.0,442.0,442.0,465.0,485.7,489.0,487.1,458.3,458.3,458.3,463.1,453.4,447.4,473.1,482.4,482.4,482.4,496.0,494.4,498.0,513.7,515.7,515.4,515.4,534.4,507.2,507.3,544.1,548.9,548.9,548.9,561.4,596.3,561.6,543.4,544.0,543.0,543.0,538.2,525.9,537.5,547.1,561.9,561.9,561.9,545.9,561.9,545.9,545.7,531.7,531.7,531.7,533.4,546.5,544.2,554.6,539.4,539.4,539.4,532.4,529.5,506.6,537.6,541.6,541.6,541.6,565.1
    • 596%
    • 397%
    • 199%
    • 0%
    • 01.17
    • 06.19
    • 10.21
    • 03.24
    • 08.26
    Доходность за год
    21,90%
    Срок
    1 год
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    от 1 155 000 ₽

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    Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

    Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

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    подписчиков
    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    • 78%
    • 42%
    • 6%
    • -29%
    • 02.20
    • 09.21
    • 05.23
    • 12.24
    • 08.26
    Доходность за год
    6,81%
    Срок
    1 год
    Сумма
    от 460 000 ₽

    Только для квалов

    Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

    Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

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    подписчиков
    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    • 72%
    • 40%
    • 9%
    • -23%
    • 02.20
    • 09.21
    • 05.23
    • 12.24
    • 08.26
    Доходность за год
    2,77%
    Срок
    1 год
    Сумма
    от 340 000 ₽
    Подробнее
  • Global. И целого мира мало

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    подписчиков
    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211.6,211.6,211.6,210.5,206.3,205.5,205.1,206.8,210.4,210.4,207.6,207.1,207.1,206.6,207.2,207.2,207.2,207.8,207.4,207.4,209.3,204.9,204.9,204.9,206.0,210.4,212.6,211.2,212.5,212.5,212.5,211.1,206.2,201.2,203.9,202.3,202.3,202.3,197.7,203.2,203.6,207.6,204.0,204.0,204.0,208.5,207.6,206.4,204.0,203.8,203.8,203.8,205.3,202.5,198.8,190.7,189.8,189.8,189.8,193.5,194.9,191.3,185.5,183.7,183.7,183.7,181.2,175.1,173.0,178.6,180.4,177.0,177.0,177.9,178.8,184.7,183.3,183.2,183.2,183.2,180.8,170.1,170.1,167.1,167.3,167.3,167.3,165.8,156.2,161.1,164.3,163.7,163.7,163.7,162.8,164.6,163.7,164.4,160.2,160.2,160.2,166.5,164.3,164.0,154.0,140.8,140.8,140.8,141.5,136.3,151.8,145.2,147.6,147.6,147.6,145.3,144.0,143.2,142.7,140.0,140.0,140.0,138.7,143.6,148.4,152.4,151.2,151.2,151.2,151.7,148.7,148.7,148.2,150.7,150.7,150.7,152.3,150.2,147.8,148.6,149.0,149.0,149.0,153.9,153.9,151.7,152.6,154.0,154.0,154.0,153.0,153.6,150.4,149.2,148.9,148.9,148.9,148.7,149.2,148.1,146.0,145.2,145.2,145.2,149.3,149.6,149.2,152.4,153.9,153.9,153.9,155.1,153.9,154.7,155.2,152.6,152.6,152.6,152.7,152.0,150.2,149.4,148.4,148.4,148.4,149.0,150.8,150.7,151.3,151.4,151.4,151.4,152.7,153.5,155.5,157.2,157.4,157.4,157.4,155.5,154.2,154.2,154.4,154.9,154.9,154.9,156.1,155.8,156.1,158.7,159.1,159.1,159.1,160.2,160.9,163.4,164.3,165.7,165.7,165.7,165.1,172.9,168.5,163.2,161.5,161.5,161.5,161.3,162.8,165.3,164.1,167.2,167.2,167.2,164.7,167.9,170.0,168.7,170.5,170.5,170.5,172.8,170.3,169.8,170.2,176.9,176.9,176.9,175.7,175.8,175.2,176.3,177.2,177.2,177.2,177.6,178.3,180.5,181.5,183.9,183.9,183.9,188.0,190.5,196.2,201.9,197.8,197.8,197.8,194.8,195.4,197.2,198.0,200.9,200.9,200.9,206.4,202.5,204.5,205.0,205.7,205.7,205.7,204.7,204.6,202.0,200.6,205.7,205.7,205.7,211.9,206.1,207.3,204.2,197.2,197.2,197.2,203.0,198.7,198.1,199.0,203.8,203.8,203.8,210.6,204.3,203.5,204.0,204.4,204.4,204.4,196.8,199.8,198.4,202.9,204.1,203.8,203.8,202.9,199.7,203.6,203.4,202.6,202.6,202.6,206.5,209.1,210.9,204.8,204.3,204.3,204.3,201.0,200.7,200.2,195.9,191.0,191.0,191.0,194.6,196.1,197.4,196.1,200.2,200.2,200.1,199.5,199.0,201.4,196.3,195.0,195.0,195.0,199.2,199.0,205.7,214.0,213.5,213.5,213.5,212.8,210.8,216.3,214.8,221.0,221.0,221.0,217.7,217.5,218.2,216.7,222.1,222.1,222.1,213.9,219.7,214.7,214.7,218.5,218.5,218.5,224.5,229.1,224.8,224.5,228.1,228.1,228.1,237.5,236.7,241.3,240.4,234.2,234.2,234.2,233.8,235.9,235.7,234.3,239.4,239.4,239.4,246.1,253.4,257.5,256.6,222.3,222.3,222.3,225.5,230.8,232.1,216.4,226.8,226.8,226.8,235.8,231.1,235.9,220.3,222.5,222.5,222.5,218.8,212.8,221.3,217.8,227.1,227.1,227.1,229.9,228.9,236.8,234.7,238.0,238.0,238.0,236.1,225.4,228.4,230.7,230.2,230.2,230.2,219.6,238.3,235.4,233.5,230.6,230.6,230.6,236.7,239.2,235.5,239.8,222.3,222.3,222.3,221.2,216.4,219.2,216.5,214.4,214.4,214.4,216.7,227.4,222.7,218.4,215.2,215.2,215.2,216.1,214.1,220.4,216.6,214.4,214.4,214.4,213.4,214.9,216.8,219.0,222.4,222.4,222.4,217.8,209.9,214.7,213.4,213.1,213.1,213.1,209.6,209.2,206.7,212.8,215.0,215.0,215.0,214.0,215.6,219.1,219.1,219.4,219.4,219.4,225.8,221.9,222.8,218.1,208.7,208.7,208.7,207.4,196.2,202.6,204.0,205.5,205.5,205.5,207.3,206.4,203.7,204.7,205.2,205.2,205.2,209.2,215.9,214.6,216.3,205.5,205.5,205.5,201.2,193.0,190.0,196.4,196.5,196.5,196.5,201.9,203.4,200.6,203.3,204.3,203.9,203.9,209.5,203.3,198.6,202.7,215.9,215.9,215.9,210.0,222.0,217.7,219.6,219.9,218.9,218.9,216.8,215.7,211.4,216.3,217.5,217.5,217.5,213.2,217.4,216.5,218.3,216.4,216.4,216.4,217.8,220.5,219.8,218.3,215.3,215.3,215.3,220.1,221.5,224.0,227.9,221.7,221.7,221.7,227.9
    • 258%
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    • 86%
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    • 04.17
    • 08.19
    • 12.21
    • 04.24
    • 08.26
    Доходность за год
    13,62%
    Срок
    1 год
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    Статус квалифицированного инвестора — особый статус, имея который, инвесторы могут совершать сделки с максимально широким списком ценных бумаг и финансовых инструментов на российском и зарубежных рынках.

    Мы составили подробную инструкцию по получению статуса квалифицированного инвестора. Ознакомиться и узнать ответы на все вопросы можно по ссылке.

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Аналитика работает

Команда аналитиков «Финама»

  • Наталия Малых

    руководитель отдела анализа акций
  • Игорь Додонов

    заместитель руководителя отдела анализа акций
  • Леонид Делицын

    аналитик
  • Алексей Калачев

    аналитик
  • Сергей Кауфман

    аналитик
  • Зарина Саидова

    ведущий аналитик отдела анализа акций
  • Ольга Беленькая

    руководитель отдела макроэкономического анализа
  • Алексей Ковалев

    руководитель направления анализа долговых рынков
  • Александр Потавин

    ведущий аналитик

Частые вопросы



Как часто приходят письма с аналитическими обзорами?

Мы отправляем большой аналитический дайджест еженедельно по средам.

Какую аналитику вы предлагаете?

Аналитический департамент «Финама» готовит обзоры по акциям и облигациям российских, американских и китайских компаний, курсам валют, котировкам нефти, золота и других ресурсов. Кроме аналитики по конкретным инструментам, департамент готовит отраслевые отчеты и прогнозы по IPO.

Каждый обзор готовится комплексно — это значит, вы будете видеть всю причинно-следственную цепочку, как событие на одном рынке повлияло на котировки бумаг интересующей вас компании.

Почему мне стоит доверять вашей аналитике?

На самом деле не стоит слепо верить обзорам одной аналитической команды, даже нашей. Лучше всего использовать отчеты как второе мнение при принятии инвестиционного решения.

Тем не менее, если вы ожидали прочитать про наши награды, они есть. В 2020 году мы стали лучшей командой аналитиков по версии Московской биржи, а в 2021-м наши аналитики получили премию Invest Idei Awards 2021 за точность прогнозов на российском и американском рынках.

Операции на финансовом рынке сопряжены с риском и могут привести к потере инвестированных средств. Доходность не гарантируется. До совершения сделок ознакомьтесь с Регламентом брокерского обслуживания (в том числе с декларациями о рисках и тарифами), иными документами и информацией на сайте https://zaoik.finam.ru/about.

Брокерские услуги и услуги по инвестиционному консультированию оказывает АО «ФИНАМ».

Данная информация не является индивидуальной инвестиционной рекомендацией, и финансовые инструменты либо сделки, упомянутые в ней, могут не соответствовать вашему финансовому положению, цели (целям) инвестирования, допустимому риску и (или) ожидаемой доходности. АО «ФИНАМ» не несет ответственности за возможные убытки в случае совершения сделок либо инвестирования в финансовые инструменты, упомянутые в данной информации.

Инвестирование в иностранные финансовые инструменты связано с дополнительными рисками.

Материал носит информационный характер, не является предложением упомянутых инструментов.

Сервис «Финам Автоследование» предоставляется с помощью программы Comon. Перед началом использования ознакомьтесь с правилами на сайте https://docs.comon.ru/general-information/.