The market moved sharply higher in the morning on headlines about an upcoming Trump-Putin meeting. The afternoon saw a tick off the highs and some stability, as there still was very little clarity. Even quasi-sovereigns and corporates enjoyed a bit of demand, yet very few trades went through. A good size was reported traded in KERPW 27 at 90.75.
Ukrainian stocks were in strong demand yesterday, led by FXPO (+15%), which traded between GBp 46-55 on healthy turnover of $9.5m. In the agricultural sector, AST jumped by 8% to PLN 52 in $0.77m, IMC closed 7% higher, MHPC gained 3.8% to finish at $5.4 on a $0.45m volume, and KER went up by 2.2%. The KP-Dragon index thus surged by 7.9%. Following this strong rally, some profit-taking should be expected.
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| FXPO LN | GBp | 52.7 | 52.8 | 52.8 | 15.4 |
| AST PW | PLN | 52.0 | 52.3 | 52.0 | 8.2 |
| IMC PW | PLN | 28.0 | 28.5 | 28.0 | 7.3 |
| MHPC LI | USD | 5.4 | 5.44 | 5.4 | 3.8 |
| KER PW | PLN | 18.88 | 18.9 | 18.9 | 2.2 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| KER PW | PLN | 18.88 | 18.9 | 18.9 | 2.2 |
| MHPC LI | USD | 5.4 | 5.44 | 5.4 | 3.8 |
| IMC PW | PLN | 28.0 | 28.5 | 28.0 | 7.3 |
| AST PW | PLN | 52.0 | 52.3 | 52.0 | 8.2 |
| FXPO LN | GBp | 52.7 | 52.8 | 52.8 | 15.4 |
| Ticker | Currency | Close | 1D, % | Volume |
|---|---|---|---|---|
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| SPX | 6333.01 | -0.19 | 1.65 | 7.67 |
| PFTS | 463.18 | -0.06 | -6.01 | -7.87 |
| DAX | 24192.5 | 1.12 | 0.49 | 21.51 |
| FTSE100 | 9100.77 | -0.69 | 3.34 | 11.35 |
| KP-Dragon | 1,846.20 | 0.44 | -7.42 | 6.69 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| CDX.EM | 97.66193 | 0.00 | 0.12 | 0.71 |
| 5-year UST | 100.40625 | 0.00 | 0.00 | 0.00 |
| 10-year UST | 100.03125 | 0.00 | 0.00 | 0.00 |
| 6M USD LIBOR | 4.68213 | -0.17 | -8.86 | -16.18 |
| 12M USD LIBOR | 6.04143 | 1.36 | 5.43 | 10.20 |
| Ukraine A29 | 64.5 | 2.79 | 5.74 | -7.53 |
| Ukraine A36 | 53.75 | 2.38 | 9.14 | -1.38 |
| Ukraine B36 | 52.0 | 6.67 | 11.23 | -12.24 |
| EMBI+ Ukraine | 1,083.00 | -2.61 | -0.55 | 38.15 |
| CEMBI Ukraine | 1,139.72 | 0.16 | 2.11 | 4.74 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| UAH:USD (NBU) | 41.46 | 0.37 | 0.82 | 1.38 |
| UAH:EUR (NBU) | 48.28 | 0.02 | 1.56 | -9.51 |
| USD:GBP | 1.34 | 0.65 | -1.16 | 7.41 |
| USD:EUR | 1.17 | -0.03 | -0.45 | 12.57 |
| PLN:USD | 3.65 | 0.39 | -0.56 | 13.15 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| WTI Crude Oil ($/bbl) | 64.35 | -1.24 | -3.96 | -10.28 |
| Corn ($/t) | 155.1 | 0.57 | -6.30 | -14.07 |
| Wheat ($/t) | 192.2 | -0.10 | -1.04 | -5.12 |
| Sugar ($/t) | 360.5 | -0.61 | 5.62 | -15.11 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| AST PW | PLN | 52.00 | 52.30 | 52.00 | 8.22 |
| FXPO LN | GBp | 52.70 | 52.80 | 52.80 | 15.41 |
| IMC PW | PLN | 28.00 | 28.50 | 28.00 | 7.28 |
| KER PW | PLN | 18.88 | 18.90 | 18.90 | 2.16 |
| MHPC LI | USD | 5.40 | 5.44 | 5.40 | 3.85 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
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| Ticker | Currency | Bid | Ask | Close | 1D, % |
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