Большой разбор акций российских банков

VTB is actively approaching Wildberries, while Ozon appears to be focusing on independent development and is in no hurry to deepen its partnership with Sber. What's behind this battle between the largest banks and marketplaces? Will DOM.RF be able to displace Sber in the mortgage market, and what hidden growth drivers does T-Technologies have? In this video, we explore how alliances between banks and marketplaces are changing the financial market, which companies could be the main beneficiaries of this trend, which financial sector stocks currently look the most promising, and whether they are worth buying right now. Experts: — Artem Perminov, Senior Banking Analyst, BCS — Maxim Shein, Director of Wealthy Clients, BCS Asset Management Useful links: June 11, 6:00 PM Moscow time | Closed broadcast with Anton Kulikov: https://vk.cc/cYtySB Open an account with BCS: https://s.bcs.ru/G2gFO BCS Express Telegram channel: https://t.me/+7Df0e7F82Ds5MGEy BCS World of Investments Telegram channel: https://t.me/+St601Uv_LL9hNmYy Timecodes: 00:00 Starting soon 00:35 Introduction 01:08 What's happening with VTB? 06:08 Will the additional issue adjust the dividend amount? 07:28 What does "abstain" mean in analyst terms? 08:16 Why isn't Sber growing? 12:15 A look at Dom.RF shares 15:02 A look at T-Technology shares 16:38 Financial sector assessment 19:03 What are the risks in Sberbank shares? 21:59 Bank OFZs. What about the loss? 24:24 Buying and selling Sberbank's own shares 25:59 A look at Bank Saint Petersburg shares 27:11 A look at MKB shares? 29:16 Why bank shares instead of long-term OFZs? 31:18 On the Prospects of SFI 31:30 Are Dom.RF Shares Overvalued? 32:58 A Look at Sovcombank Shares 35:23 On the Clash of Banks and Marketplaces 37:55 A Look at Renaissance Insurance and Mos Birzi Shares 39:13 A Look at Europlan Shares 39:32 The Most Interesting Issuer in the Banking Sector 39:46 Conclusion