The sovereign was a bit lower, with some major desks out there having a view that Venezuela events might distract Trump from Ukraine peace efforts (still the meeting in Paris today will be attended by Kushner and Witkoff). Corporates were generally well supported, with some reinvestment demand in DTEKUA and DTEKOG, NPCUKR better bid, and MHP 29 surprising with a very high print (87.5 / 10.4% - perhaps fair if their new issue would be successful at around 11%).
Foreign-listed stocks closed mixed yesterday, with the KP-Dragon index finishing 1.4% higher. KYIV gained 1.7% to $13.5 on turnover of $5m, while FXPO slipped 0.5% on small turnover. Among agricultural stocks, IMC rose 3.5% on tiny volume, MHPC added 2.8% to $7.4 on turnover of $0.25m, KER closed flat, and AST dropped 0.4% to PLN 44.6 in $0.26m. With mixed global markets, we expect Ukrainian equities to trade sideways today.
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| IMC PW | PLN | 26.9 | 27.2 | 27.2 | 3.4 |
| FXPO LN | GBp | 73.6 | 73.7 | 73.7 | 1.8 |
| MHPC LI | USD | 7.34 | 7.5 | 7.44 | 0.5 |
| KER PW | PLN | 20.95 | 21.2 | 20.95 | 0.2 |
| AST PW | PLN | 44.4 | 44.6 | 44.6 | -0.5 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| KYIV US | USD | 12.85 | 12.93 | 12.85 | -4.8 |
| AST PW | PLN | 44.4 | 44.6 | 44.6 | -0.5 |
| KER PW | PLN | 20.95 | 21.2 | 20.95 | 0.2 |
| MHPC LI | USD | 7.34 | 7.5 | 7.44 | 0.5 |
| FXPO LN | GBp | 73.6 | 73.7 | 73.7 | 1.8 |
| Ticker | Currency | Close | 1D, % | Volume |
|---|---|---|---|---|
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| SPX | 6946.78 | 0.65 | 1.11 | 1.48 |
| PFTS | 461.21 | 0.00 | 0.53 | 0.00 |
| DAX | 24892.2 | 0.09 | 3.60 | 1.64 |
| FTSE100 | 10122.73 | 1.18 | 4.71 | 1.93 |
| KP-Dragon | 2,350.13 | 3.18 | 19.25 | 35.82 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| CDX.EM | 98.8968 | 0.00 | 0.29 | -0.03 |
| 5-year UST | 99.6484375 | 0.00 | 0.00 | 0.00 |
| 10-year UST | 98.671875 | 0.00 | 0.00 | 0.00 |
| 6M USD LIBOR | 4.68213 | -0.17 | -8.86 | -16.18 |
| 12M USD LIBOR | 6.04143 | 1.36 | 5.43 | 10.20 |
| Ukraine A29 | 72.75 | -0.68 | 5.43 | -2.68 |
| Ukraine A36 | 57.0 | -0.87 | 5.07 | -3.39 |
| Ukraine B36 | 53.25 | -1.39 | -0.47 | -6.17 |
| EMBI+ Ukraine | 956.00 | -6.09 | -8.34 | 52.41 |
| CEMBI Ukraine | 1,257.41 | 0.21 | 1.41 | 15.56 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| UAH:USD (NBU) | 42.56 | -0.34 | -1.16 | -0.49 |
| UAH:EUR (NBU) | 49.8 | -0.57 | -1.56 | -0.01 |
| USD:GBP | 1.35 | -0.32 | 1.32 | 0.17 |
| USD:EUR | 1.17 | -0.31 | 0.42 | -0.51 |
| PLN:USD | 3.6 | -0.21 | 1.11 | -0.35 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| WTI Crude Oil ($/bbl) | 58.32 | 1.74 | -2.93 | 1.57 |
| Corn ($/t) | 171.4 | 0.12 | 0.75 | -5.07 |
| Wheat ($/t) | 196.4 | 0.61 | -0.28 | -3.08 |
| Sugar ($/t) | 327.4 | -0.40 | 4.21 | -22.90 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| AST PW | PLN | 44.40 | 44.60 | 44.60 | -0.45 |
| FXPO LN | GBp | 73.60 | 73.70 | 73.70 | 1.80 |
| IMC PW | PLN | 26.90 | 27.20 | 27.20 | 3.42 |
| KER PW | PLN | 20.95 | 21.20 | 20.95 | 0.24 |
| MHPC LI | USD | 7.34 | 7.50 | 7.44 | 0.54 |
| KYIV US | USD | 12.85 | 12.93 | 12.85 | -4.81 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|
| Ticker | Currency | Bid | Ask | Close | 1D, % |
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