How was your day at the stock market?
In the evening, the Moscow stock market index was down 1.1% from Monday's close.
How are the issuers?
Smollett (-8.3%) reported today that it was unable to repurchase BO-P05 bonds at the time requested by the owner. We wrote about it on the PRO channel. The company later clarified that it still transferred the required amount on November 9 at 18:31, but due to a technical problem on the bank's side, it will implement the offer on November 11.
Quotations of the "positive" group (+2.8%) increased after the reports were published. During nine months, shipments increased by 54%, to 18.3 billion rubles, and revenues according to IFRS - by 48%, to 16.1 billion rubles. Net debt to EBITDA fell from 2.56 to 0.76 over the past 12 months. The company maintained its annual shipment guidance at 40-45 billion rubles.
Magnet (+1.2%) rose to 2,077 ₽ - the maximum since June. Investors' attention was directed to the agenda of the board of Thunder, a subsidiary that transferred 3.8 million shares of the retailer as part of a repo deal. The market is discussing whether the early return of the shares may lead to an offer to the minority shareholders. While the contract is valid until April 2, 2027, the company has not announced the return of the papers or the offer.
MGKL (-20.6%) reported its fourth technical default since late October. The company did not pay the coupon income in the amount of 13.47 million rubles on bonds of series 001PS-03.
Yandex (-0.2%) has regained access to 97.16% of Yandex Cloud customer data after attacks on data centers. The company considers the remaining data unrecoverable due to damage to the equipment. Customers who used a backup tool avoided data loss.
Read more analysis on today's results at SberInvestments PRO.
That's all for today!
SberInvestments in Max and VKontakte.