🔨 На втором аукционе предлагалась 5-летняя ОФЗ-26242. Привлечено 71,8 млрд руб. по номинальной стоимости (61,1 млрд руб. в грязных ценах). Цена отсечения 83,33 (YTM 13,95%, т.е. 3 бп премии к закрытию вторника и 2 бп ко вводу заявок)
🦛 Дюрация у бумаги невысока (4,1), поэтому это низкая премия. Неконкурентные биды – лишь пятая часть удовлетворенного спроса. Более половины размещения пришлись на 3 конкурентных бида (1 на 20 млн бумаг и 2 по 10) с почти идентичными ценами (83,35)
🔪 Ведомство не ограничилось ими и «отсекло» ниже, добрав еще 2 млрд руб. по номинальной стоимости. Редкий случай в 2024 г., когда участники недооценили готовность Минфина жертвовать премию. Аукцион – безусловный успех регулятора. Добавляется новая интрига: тактика бидов на следующих размещениях
🗓️ За 2к24 размещено бумаг на 407 млрд руб. (40,7% плана). Годовой план выполнен на 26,5% (привлечено 1080 млрд руб.). Чтобы идти вровень с графиком, нужно привлекать более 90 млрд руб./нед.
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.
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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
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We share the best threads and discussions in our "Thread of the Day" section, and also share them in our
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We wish you interesting posts and great discussions!