SPBE Позитивные новости по разблокировке? Или рост на перспективах торгов криптой, заблокированными активами и прочей запрещёнкой?

SiZ3 USDRUB За последние 2 года денежная масса увеличилась на 50% при росте ВВП 0%. Это говорит о печати необеспеченной рублёвой массы, следовательно, грубо новый справедливый курс 108, если брать курс два года назад 72. Если принять во внимание рост нефти и ожидаемый рост нефтегазовых доходов, можно взять курс октября 2018г 68, выходит 102. Вывод: надо привыкать к равновесному курсу 100+, все что ниже маловероятно.

AYX Прогнозы хуже ожиданий: Third Quarter 2023 Guidance: Revenue is expected to be in the range of $208 million to $212 million, vs. consensus of $233.03M, representing year-over-year decline of (4)% to (2)%. ARR is expected to be in the range of $901 million to $905 million, representing year-over-year growth of 19%. Non-GAAP income from operations is expected to be in the range of $2 million to $6 million. Non-GAAP net loss per share is expected to be in the range of $(0.08) to $(0.04), vs. consensus of $0.09, based on approximately 71.4 million non-GAAP weighted-average basic and diluted shares outstanding. Full Year 2023 Guidance: Revenue is expected to be in the range of $930 million to $940 million, vs. consensus of $983.93M, representing year-over-year growth of 9% to 10%. ARR is expected to be in the range of $930 million to $940 million, representing year-over-year growth of 12% to 13%. Non-GAAP income from operations is expected to be in the range of $70 million to $80 million. Non-GAAP net income per share is expected to be in the range of $0.62 to $0.72, vs. consensus of $0.68, based on approximately 76.7 million non-GAAP weighted-average diluted shares outstanding, and an effective tax rate of 20%.