Ukrainian bonds had a very strong day, bolstered by the ongoing global risk-on and renewed hopes about diplomacy. The afternoon saw a bit of volatility, as initially the Trump-Zelensky meeting seemed underwhelming but then reports about a forthcoming trilateral meeting supported positive expectations. The newly placed MHPSA 10.5 29s traded well, last at 101.75.
Ukrainian stocks continued to enjoy strong demand yesterday, led by FXPO (+13%). The stock traded between GBp 70-84 on turnover of $7.4m. KYIV also performed well, gaining 3.2% in $9.6m. In the agricultural sector, AST jumped by 4.6%, IMC and MHPC each closed 3.9% higher on tiny volumes, and KER rose 1.4%. The KP-Dragon index surged by 7% on the days. With mixed global markets, we expect sideways trading in Ukrainian names today.
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| AST PW | PLN | 48.45 | 48.7 | 48.7 | 6.1 |
| FXPO LN | GBp | 80.9 | 81.3 | 80.9 | 3.1 |
| MHPC LI | USD | 8.16 | 8.2 | 8.2 | 2.2 |
| KER PW | PLN | 22.3 | 22.5 | 22.3 | 1.8 |
| IMC PW | PLN | 29.5 | 30.1 | 30.1 | 1.7 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| KYIV US | USD | 12.28 | 12.29 | 12.285 | -8.3 |
| IMC PW | PLN | 29.5 | 30.1 | 30.1 | 1.7 |
| KER PW | PLN | 22.3 | 22.5 | 22.3 | 1.8 |
| MHPC LI | USD | 8.16 | 8.2 | 8.2 | 2.2 |
| FXPO LN | GBp | 80.9 | 81.3 | 80.9 | 3.1 |
| Ticker | Currency | Close | 1D, % | Volume |
|---|---|---|---|---|
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| SPX | 6915.76 | 0.03 | 0.09 | 1.03 |
| PFTS | 461.21 | 0.00 | 0.53 | 0.00 |
| DAX | 24900.71 | 0.18 | 2.30 | 1.68 |
| FTSE100 | 10143.44 | -0.07 | 2.57 | 2.14 |
| KP-Dragon | 2,541.36 | 7.13 | 6.01 | 7.09 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| CDX.EM | 98.89777 | 0.00 | 0.00 | -0.03 |
| 5-year UST | 99.0859375 | 0.00 | 0.00 | 0.00 |
| 10-year UST | 98.15625 | 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 | 75.25 | -1.31 | -0.33 | 0.67 |
| Ukraine A36 | 59.0 | -1.67 | -0.84 | 0.00 |
| Ukraine B36 | 53.75 | -3.15 | -6.93 | -5.29 |
| EMBI+ Ukraine | 892.00 | -5.11 | 0.90 | 35.53 |
| CEMBI Ukraine | 1,225.17 | -3.46 | -6.26 | -6.79 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| UAH:USD (NBU) | 43.14 | 0.06 | -2.41 | -1.82 |
| UAH:EUR (NBU) | 50.65 | -0.26 | -2.01 | -1.70 |
| USD:GBP | 1.36 | 1.01 | 0.88 | 1.20 |
| USD:EUR | 1.18 | 0.57 | 0.23 | 0.65 |
| PLN:USD | 3.56 | 0.35 | 0.55 | 0.83 |
| Name | Close | 1D, % | 1M, % | YTD, % |
|---|---|---|---|---|
| WTI Crude Oil ($/bbl) | 59.48 | -2.20 | 2.27 | 3.59 |
| Corn ($/t) | 166.9 | 0.53 | -5.15 | -3.69 |
| Wheat ($/t) | 189.4 | 1.53 | 0.00 | 1.68 |
| Sugar ($/t) | 329.9 | 1.49 | -0.20 | -0.33 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|---|---|---|---|---|
| AST PW | PLN | 48.45 | 48.70 | 48.70 | 6.10 |
| FXPO LN | GBp | 80.90 | 81.30 | 80.90 | 3.06 |
| IMC PW | PLN | 29.50 | 30.10 | 30.10 | 1.69 |
| KER PW | PLN | 22.30 | 22.50 | 22.30 | 1.83 |
| MHPC LI | USD | 8.16 | 8.20 | 8.20 | 2.24 |
| KYIV US | USD | 12.28 | 12.29 | 12.29 | -8.25 |
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|
| Ticker | Currency | Bid | Ask | Close | 1D, % |
|---|
