ОФЗ: неоднородные результаты аукционов

ОФЗ: неоднородные результаты аукционов
—Максим Коровинстарший стратег ВТБ Капитал 

Вчера динамика рынка ОФЗ определялась преимущественно результатами аукционов. В первом случае Минфин предложил инвесторам выпуск ОФЗ-26220 на сумму 23.8 млрд руб. Спрос превысил предложение в 2.5 раза, благодаря чему выпуск был размещен в полном объеме без какой-либо премии к вторичному рынку: средневзвешенная ставка сложилась на уровне 7.99%. Сразу после этого кривая ОФЗ сместилась вниз на 1–2 бп и оставалась на этом уровне вплоть до объявления результатов второго аукциона. Спрос на ОФЗ-26221 превысил предложение (15 млрд руб.) всего в 1.3 раза, поэтому для размещения всего запланированного объема Минфину пришлось предложить инвесторам премию к вторичному рынку на уровне 5 бп. Это привело к развороту в динамике ОФЗ, и в итоге большинство бумаг закрылось в минусе (−0.1 пп в среднем). Исключение составил только ОФЗ-26205 (YTM 7.97%; −3 бп), прибавивший в цене 0.1 пп. Наклон кривой несколько увеличился – спред на отрезке 2–10 лет поднялся на 2 бп, до −15 бп. Флоутеры завершили день небольшим ростом, тогда как индексируемый на инфляцию ОФЗ-52001 подешевел на 0.2 пп. Вмененная инфляция осталась на прежнем уровне 4.74%. Среди облигаций развивающихся стран лучшую динамику показали бумаги Бразилии (доходность 10-летних бумаг опустилась на 9 бп). Облигации Турции снизились в доходности на 6 бп.

В разделе «Мнения» сайта Агентства экономической информации «ПРАЙМ» публикуются материалы, предоставленные аналитиками, трейдерами и экспертами российских и зарубежных компаний, банков, а также публикуются мнения собственных экспертов Агентства «ПРАЙМ». Мнения авторов по тому или иному вопросу, отраженные в публикуемых Агентством материалах , могут не совпадать с мнением редакции АЭИ «ПРАЙМ». Авторы и АЭИ «ПРАЙМ» не берут на себя ответственность за действия, предпринятые на основе данной информации. С появлением новых данных по рынку позиция авторов может меняться.

Представленные мнения выражены с учетом ситуации на момент выхода материала и носят исключительно ознакомительный характер; они не являются предложением или советом по совершению каких-либо действий и/или сделок, в том числе по покупке либо продаже ценных бумаг. По всем вопросам размещения информации в разделе «Мнения» Вы можете обращаться в редакцию агентства: combroker@1prime.ru.

Источник: 1prime.ru

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