🔨 На первом аукционе сегодня предлагался 10-летний ОФЗ-26244. Минфин привлек 15,6 млрд руб. по номинальной стоимости (14,0 млрд руб. по рыночной цене) при цене отсечения 88,29
🔪 Минфин отсек ровно «по рынку»: соответствующая YTM равнялась 13,87% (премия по доходности 1 бп на время ввода заявок и без премии к закрытию вторника)
⚖️ Cпрос/размещение: 1,6х. Неконкурентные биды сформировали ровно половину размещенного объема Объем спроса, включая неудовлетворенный, – 24,5 млрд руб. – меньше доступных до аукциона остатков по выпуску
🥀 Для такой «ходовой» бумаги с максимальным купоном среди всех буллетов (11,25%), даже посреди невыской «межпраздничной» активности, спрос слабый. Средневзвешенные параметры определили 2 заявки на 2,8 и 5,0 млрд руб. с разницей по цене в 0,06 пп, поэтому средняя YTM совпала с «отсечкой»
🗓️ У инвесторов еще остается возможность поучаствовать в историческом последнем аукционе по этому выпуску: доступно к размещению 15,9 млрд руб.
EMCR NEWS: INSTRUCTIONS
How to Join EMCR News Discussions
The
EMCR News - feed is akin to the Bloomberg news line. In it, you will find the latest financial news, along with associated comments and discussions from professional analysts.
To not miss anything - read the full EMCR News feed on the EMCR website through a desktop or a pinned browser window on the "home" screen of your phone.
Step 2: Get verification of your expertise from someone who already has a verified personal profile on EMCR.
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After this, the content of your channel will be displayed in your EMCR profile.
We can include the most interesting of your posts or all of your content in the EMCR News feed depending on its quality and topic. You will also be able to participate in news discussions and link your posts in long thematic threads.
Participating in EMCR News discussions and linking your posts to threads.
To comment on some news, copy the link to it
from the source Telegram channel and paste it in your comment or
make a repost of the news from the source channel in your own channel and give your comment as a reply to this repost
If your comment enters the news discussion on EMCR News, it will look like this:
EXAMPLE
You can also comment on other participants comments (also through a link or repost) and they will also be added to the general chain of comments.
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A thematic thread is a series of comments about one topic, connected to each other. EXAMPLE
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We share the best threads and discussions in our "Thread of the Day" section, and also share them in our
@EMCR_jobs channel.
We wish you interesting posts and great discussions!