Аукционы ОФЗ. …снять пенку и остудить до комнатной температуры
🔨 На основном размещении 14-летнего ОФЗ-26243 Минфин продал бумаг на 28,3 млрд руб. по номиналу при цене отсечения 78,84 (YTM 13,55%, премия 5 бп к закрытию вторника)
🎯 Кроме 2 мизерных заявок остальные 76 бидов были удовлетворены по ценам в диапазоне 78,84-78,88, которым соответствует единственное значение YTM 13,55%
💰 На неконкурентные биды в сумме пришлось 43% размещения, однако их высокая доля -- результат низкого знаменателя. Крупнейший бид (35% размещения) определил цену отсечения
😍 Минфин отсек 2/3 спроса, не предложив и 0,1 пп дисконта по цене против котировок на момент ввода заявок. Но самое красивое случилось на допразмещении, где по завышенному таким образом средневзвесу прошел рекордный объем в 23,2 млрд руб. Cуммарный номинальный объем аукциона составил 51,5 млрд руб. (спрос к фактическому размещению: 1,5х)
📅 Формально план на квартал выполнен. В «деньгах» же привлечено 734 млрд руб. (18% годового плана).
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