Ntawm no yog cov lag luam feem ntau muaj kev pheej hmoo los ntawm Russia mus tas li kaw cov roj rau lub teb chaws Yelemees - thiab nws tau poob qis

BASF shares tau poob 34% xyoo no, Lanxess tau poob 37% thiab Covestro tau poob 41%.

Hauv tsab ntawv ceeb toom rau cov neeg siv khoom, cov kws tshuaj ntsuam ntawm Jefferies hais tias txawm tias rov pib Nord Stream ntawm kev kho ua ntej 40% yuav ua rau cov nroj tsuag ua haujlwm ntawm 89% kev siv tus nqi. Txo cov roj ntws mus rau 20% yuav ua rau 65% siv tus nqi. Qhov xwm txheej phem tshaj plaws, uas Russia tau hloov pauv tag nrho, yuav tsum tau kaw txij lub Kaum Ib Hlis mus txog rau Lub Rau Hli, lossis hloov pauv, cov nroj tsuag ua haujlwm ntawm kwv yees li 50% kev siv tus nqi.

Cov kws tshuaj ntsuam Jefferies nco ntsoov tias kev siv roj yog qhov tseem ceeb, ua ntej rau tsev neeg, cua sov, thiab lub zog. Cov tshuaj yog nyob rau qib thib ob, thiab lwm yam khoom siv thiab cov ntxhia hauv cov khoom siv thib peb.

Cov kws tshuaj ntsuam ntawm UBS rau hnub Thursday tau txo qis Arkema
UAKE,
+ 3.21%,
BASF, Clariant
CLN,
+ 2.15%
thiab Givaudan
MIV,
+ 0.90%
muag los ntawm nruab nrab thiab downgraded Evonik
EVK,
+ 4.22%
thiab Wacker
WCH,
+ 3.35%
mus nruab nrab ntawm kev yuav khoom.

UBS tau hais tias muab cov kev pheej hmoo cuam tshuam nrog kev faib khoom siv hluav taws xob thiab kev txiav cov khoom siv, nrog rau kev ntseeg siab ntawm cov neeg siv khoom sai sai, nws tau txais qhov kev poob qis rau cov nyiaj tau los rau xyoo tom ntej, thiab cia siab tias yuav muaj cov kab nrib pleb hauv phau ntawv xaj kom tshwm sim ntxov li peb lub hlis twg.