This is the first part of our future portfolio. Here we will consider 7 growth companies that will grow like yeast.

In the second part, we will consider already dividend companies that will generate a stable cash flow to us. Although there are 2 growth companies with good dividends.

📌Tinkoff

This is a bright representative of the growing business. The company relies on the provision of quality service.

According to the results of the 1st quarter of 2023, the number of customers increased by 36% - up to 31 million people.

In 2022, the company's profit was badly damaged, but in 2023 recovered. In 2024, the plans will be a profit record.

📌 Small

Top developer with a huge growth rate. The company takes 1st place in the Moscow region in terms of construction and 2nd place throughout Russia. The company has the largest land bank - 34.2 million square meters. m.

Revenue is growing steadily, in 2021 +54%, in 2022 +85%.

Until 2024, the company plans to buy its own shares for 10 billion rubles, which will affect the quotes well.

📌beluga

The company's revenue is growing at great pace: in 2020 +20%, in 2021 +16%, in 2022 +23%.

Beluga with a growing business manages to pay decent dividends - it is even in the leadership leaders among Russian companies.

Forecast dividends for 12 months - 380 rubles (div. Revenue - 8.6%).

📌 Yandex

Yandex is No. 1 among technological companies. This is a growth company: its revenue is growing steadily, for example, in 1KV2023 revenue increased by 54% g/g.

The company’s business is well diversified: “Search and Portal” - 36%, electronic commerce - 21%, Rydtekh - 17%.

It is not clear so far with the division of business who does not want to take risks, buy the company after separation - so you definitely will not lose.

📌 Group positive

The company is engaged in cybersecurity. Positive was well with the departure of foreign companies engaged in cybersecurity. The company's revenue and profit grow strongly - in 2022, revenue increased by 75%.

About 30% of the Russian cyberseches market will take positive, a year ago the share of the company was around 7.5%.

Now there is an active digitalization, therefore, the cybersecurity is becoming more and more relevant.

📌ZOZON

The Russian e -commerce market is growing steadily. The share of the Internet sales in Russia will grow (and indeed everywhere). For example, in China, the share of Internet sales is 46%.

The turnover on OZON in 1KV 2023 increased by 60% g/g, the number of buyers - by 30% g/g.

The company is actively expanding, so they invest a lot of money. And as soon as this active expansion ends, the margin of business will grow sharply.

More about ozone.

📌NOUTEK

Natural gas production is growing, while Gazprom reduces prey. Export sales are growing.

I have already written about this company many times. The most important growth driver is the SPG-2 article. At the end of 2023, the 1st line is expected (power-6 million tons).

In the near future there will be investment in the Ob LNG (power - 5 million tons).

The company with a discount redeemed a shaft of Shell in the Gazprom project-Sakhalin-2 (this will add another 3 million tons).

Also, Novatek plans to launch Murmansk LNG. If all these projects are implemented, Novatek will significantly increase its profit.

Of course, there are also problems, for example, Novatek has problems with its own technology for large -capacity gas liquefaction and problems with the construction of gas carriers in such prospects.

Forecast dividends for 12 months - 120 rubles (div. Profitability - 8.5%).

Read more about Novatek.

That's all, friends! Tomorrow I will pour the 2nd part.

P.S. The second part is here.

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