ВТБ Капитал сегодня пишет, что нет новостей, которые оправдывают рост...
Today, Surgutneftegas ords (and GDRs) surged 10%, reaching a three-year high on volumes that are fivefold the company’s historical average. We have seen no substantive newsflow that would justify this. We are placing the stock Under Review (from Sell) to clarify fundamental developments in the name. We maintain, however, our Buy on Surgut prefs, based on our 12-month Target Price of USD 0.56 (which as of today's market close implies 20% ETR, having gained approximately 4% intraday to that point). We believe that the prefs are underpinned by a clear dividend policy that renders them clearly dependent on the RUBUSD rate (the weaker the rouble is, the higher the dividends are). We expect prefs to deliver a 9.5% DY for 2019 if the rouble remained at the current 66.7/USD