Инвестком: Алиум / Биннофарм [июнь 2026]

We were a bit tired after discussing OFZs, the key, and inflation: it turned out to be a very short investment conference with a single speaker :) 0:00 – Who is Alium, why Binnopharm? 02:04 – 2025 financial statements: the business situation and debt burden. 08:22 – Bonds on the market, debt repayment schedule 11:09 – Issue valuation, difficulties in choosing competitors 15:56 – Coupons and spreads for the new issue, sentiment Analysis of the placement: https://dzen.ru/a/airF4wk4dCHwzgIx Telegram: https://t.me/silenceandmoney All information presented is the personal opinion of the author and does not constitute individual investment advice, an inducement to buy or sell financial instruments, or to enter into any agreements. The choice of investment objects should reflect personal preferences and risk tolerance. #investments #bonds