Gazprom, Rosneft ja Lukoil
Jatkan ilkeyttäni, kun uutisointi on edelleen kovin yksipuolista, kertomalla Venäjän yhtiöiden taloudesta. Venäläiset suuryritykset ovat kuulemma suurissa vaikeuksissa pakotteiden vuoksi. Katsoin ihan ilkeyttäni miten Gazpromilla, Rosneftilla ja Lukoililla on oikein mennyt viimeisten osavuosikatsauksien mukaan. Ensin Gazprom:
Ensin positiiviset asiat. Liikevaihto on kasvanut 19% ja voitto 13%. Tehokkuus on suunnilleen pysynyt samalla tasolla, koska voitto korreloi liikevaihdon kanssa. Liikevoitto% on 117, mikä on loistava. Velkamäärä on laskenut, mutta vapaa kassairta huonontunut. On se kuitenkin vielä positiivinen.
Rosneftilla taas liikevaihto on kasvanut 12% ja myös käyttökate on parantunut peräti 20%. Kassavirta on taas kasvanut 138% vuodentakaisesta ja velkamäärä on laskenut 24%.. Loistava tulos.
Lukoil raportoi taaloissa ja sen liikevaihto ja EPS on kasvanut 14% vuoden takaisesta. Käyttökate on taas kasvanut peräti 25%.
Jos ja kun luultavasti nuo tilinpäätökset on tehty länsimaalaisella laadulla, niin noilla yrityksillä menee hyvin. Jos Venäjän tilanne rauhoittuu niin energiayhtiöitä saa Venäjältä halvalla ja vaikkei rauhoittuisi niin kriisiä on niihin jo hinnoiteltu. Reutersin mukaan Gazpromin P/E luku on 3,31 ja osinkotuotto 4,96%. Bloombergin mukaan Rosneftin P/E-luku on 4,98 ja osinkotuotto 5,37%. Bloomberg taas arvioi Lukoilin P/E luvuksi 3,65 ja osinkotuotoksi 5,58.
Hyvin menee?
Gazpromin liikevoitto% on 17, jäi nappi pohjaan -:) Kertokaanpa muutamia suomalaisia yrityksiä, jotka voisivat esittää vastaavia kasvulukuja. Nämä luvut on siis tehty halvan energian aikana.
Venäjää vastaan suunnatut pakotteet luultavasti epäonnistuvat
USA:n pakotteet Kiinaa vastaan Tianmeinin verilöylyn jälkeen epäonnistuivat.
Ne haavoittivat ainakin tämän dokumentin mukaan enemmän USA:n omaa taloutta ja olivat myötävaikuttamassa siihen että Kiinan talous menestyi. Toisen tutkimuksen mukaan nuo sanktiot haavoittivat molempia, mutta enemmän kuitenkin USA:n taloutta.
Venäjää vastaan suunnatut pakotteet ovat nekin suuressa vaarassa epäonnistua
Venäjää vastaan suunnatut pakotteet aiheuttavat kenties samanlaisen ilmiön. Venäjän kauppasuhteet Kiinaan ja muualle kaakkois-Aasiaan vahvistuvat, heikentyvä rupla tekee Venäjän teknologiateollisuudesta kilpailukykyistä ja nostaa jossakin vaiheessa maan teknologiateollisuuden kasvuun. Pakotteet työntävät Venäjää Kiinan syliin.
Kauppapakotteet haittaavat bulkkitavaroiden suoraa vientiä ja tuontia. Teknologiateollisuuden tärkeät komponentit ja tietotaito löytävät tiensä perille pakotteista huolimatta.
coach outlet
Plenty of us at R29 have the iPhone 6, and we haven't experienced this. And, we're sure that a good majority of iPhone users will http://www.officiallouisvuittononlinestore.cc nike air max 95 never get tangled in this snafu. But, it's something that can happen and not just with an iPhone. There are other smartphones on the market with similar gaps, but nobody has griped about them as nike online outlet store publicly.
"The aura of fame is bullshit. People who enjoy being treated differently and revel in nike shox size 15 the attention that others give them are generally people I don't like very much," he said. http://www.newbalanceoutlet.cc "I obviously know that my experience isn't the same as everybody else's, but when I talk nike air max 2015 to people, I don't feel separate from them in any way."
But, does the duo coach outlet online store behind the elegant aphorism "Eat like you give a f*ck" actually deliver on their culinary promise? coach factory Do they actually provide "simple, tasty-as-fuck recipes for the fast-growing community of healthy eaters out there"? louis vuitton To investigate, I employed the extremely scientific method of counting Thug Kitchen's liberal use of very nike shox classic cool curse words and phrases and comparing them to the book's use of typical cookbook language. nike air max ltd You know, weak-ass words like "chop," "carrot," or "preheat." What I found is rather illuminating.
For louis vuitton online us, about 70% of house-hunting is rifling through Craigslist ads trying to decipher which listings are http://www.coachoutletsonlinestoreusa.com legitimate amid the hundreds of too-good-to-be-trues (and avoid broker's fees). Then, we actually view said listings louis vuitton stores and negotiate terms crossing our fingers for a room with a view. It's a chore, to louis vuitton outlet online put it mildly, and we generally do it in sweats or jeans-and-tee combos. Well, Beyonc�� and nike outlet Jay Z aren't your average homebuyers. The Carters' recent tour of the Parisian real-estate market was louis vuitton designer handbags a decidedly more fashionable and less stressful affair.
You know that New Balance doesn't slip imitation coach bags when it comes to Made in England 1500s, and any collaboration featuring the flagship silhouette is new balance 574 something that will be of interest to our readers. This time, NB has teamed up with cheap coach bags Parisian spot Starcow for a pair of NB1500s draped in green/beige and grey/orange colours. It's hard coach to tell how that green will look in person, but there's something so dope about a louis vuitton outlet muted green paired with buttery beige. Releasing at their stores on October 4th, Newbie collectors will joes new balance outlet need to make sure you set your alarm clocks this weekend!
It was a one-hit wonder. coach outlet No one in the cast went on to have notable careers in Hollywood, and Myrick and new balance shoes S��nchez never recaptured the magic of their first and most famous film.
Seems like Converse air max 90 has been busy weavin', stitchin' and knittin' lately. The All-Star crew is having another pack added louis vuitton outlet stores to their line up, with the latest drop of women's knitted Chucks in high and low air max 1 models. The trio feature navy, white and grey colourway knits. Ladies we suggest you click through nike outlet kissimmee fl to Titolo.
The thing is, jumpsuits, unless they're of the spangly variety, generally are influenced by nike free womens shoes military wear. But, over time, they've also evolved into a fashion staple and are now largely ebay nike free run divorced from their original connotations, just like denim is no longer a signifier of a Gold air max 90 premium Rush prospector or a factory worker. Many people would think nothing of wearing an olive-green cargo nike air max griffey pant, a style influenced by military fatigues, or a watch cap similar to those worn on new balance skate shoes naval ships. Despite any similarities, we see the H&M piece as no more offensive to Kurdish nike shox soldiers than a pea coat would be to a member of the Navy.
Our first encounter air max 180 was during an interview for his film, Kill Your Darlings. Radcliffe was still relatively fresh off coach factory outlet the Harry Potter franchise and eager to prove that he had the chops to build a coach outlet online legitimate career. Perhaps that accounted for his disarming nature and affability; he needed us as much louis vuitton purses on sale as we needed him.
Shoe-Zam shoe cleaner and conditioner is one of the best shoe new balance cleaners thanks to a special formula that eliminates using any harsh chemicals or bleaches, avoiding any nike outlet possibility of damaging and discolouration to your kicks while making sure they stay fresh after many air max wears! Shoe-Zam is giving one lucky Sneaker Freaker a chance to win two Jordan retros sporting http://www.nikeoutletshoesshop.us the famous Laney High School colourways. The prize pack includes the classic Air Jordan V Retro new balance sneakers for women and the beautiful leather and suede Jordan 1 Retro from last year, alongside a Shoe-Zam cleaning coach wallet sale kit to keep 'em clean.