Friends today you will learn what shares to buy at the opening of the Moscow Exchange.
First of all, the following companies will be interested:
The last time it was allocated from the FNB to buy Russian stocks were supported: Gazprom, Sber, Rosneft, LUKOIL, VTB, Norilskel and Surgutneftegaz.
💥vk.
This company may cause an ambiguous reaction from your part. But it will be interested in investors at the opening of the market.
And not only because of the fact that since August 2020 its shares were adjusted by 87%. Now there is such a tendency that all social networks that are controlled by unfriendly countries are limited.
Facebook and Instagram are already blocked, and then maybe youtube.
VK Revenue Structure: Advertising brings 40.2%, revenues from games - 29.1%, payments for social services - 14.7%, educational technologies - 8.4%, other - 7.6%.
If competitors leave Russia (or will be blocked), then revenue from advertising in the end should grow. Of course, now the advertising market is very much suffering, since the business is in uncertainty, but in the future it will change.
Also, a huge number of developers and companies that are focused on games, cease to work in Russia - another plus for VK.
Perhaps VK will become the main platform in Russia. Of course, many say that everyone will use VPN, but there are big doubts about this.
If we look at the monthly audience of Russian online projects:
We will see that on the 5th place is VK, on the 7th place - Mail, on the 9th place - classmates and on the 10th place - Aliexpress - All these are VK projects.
Conditionally, if YouTube is blocked, all top bloggers will switch to VK, respectively, VK will rise higher in this list.
The guys from VK respond quickly, they launched the largest authors support program in the company's history. Bloggers will receive 100% income for advertising (though it is a month). During this period, the authors will be able to earn about 600 million rubles.
In general, now the most important question is where the top bloggers go. Where they leave, there will be the most interesting place.
VKontakte clips establish new records - two-time growth in activity. VK reports the mass registers of the authors of the content from other platforms and the growth of activity from clips, which have long been with VK.
Perhaps now starts the new flowering of Russian social networks, and VK controls the main one.
💥lukoil
The company produces 2% of the global oil production. It is the 2nd in terms of mining and capitalization by the oil company in Russia (inferior only to Rosneft).
Why it is worth buying Lukoil:
Structure of revenue in segments: petroleum products - 57%, oil - 36%, gas - 2%, petrochemistry - 2%, other - 3%.
How specific countries LUKOIL sell oil is unknown, but it is possible to analyze the export of oil and gas from Russia by country.
The main market is Europe (48%), China (31%), South Korea (6%), Japan (2%), Belarus (6%), other (3%).
Why LUKOIL is an indispensable company?
The European market depends on 30% of Russian oil, in petroleum products - by 40%. Russia is the main supplier of oil and petroleum products to Europe. If they refuse Russian oil (including from oil and oil products of LUKOIL), they can seriously break their economies.
💥fosagro
FOSAGRO is one of the leaders in the world in terms of the production of phosphorus-containing mineral fertilizers.
The role of Russia in the global fertilizer market:
Major buyers: Brazil, Finland, USA, India, China and Estonia. That is, the market is very diversified.
Structure of revenue by region: Russia and the CIS - 31%, South America - 26%, Europe - 26%, North America - 8%, Asia - 6%, Africa - 3%.
FOSAGRO is the leader of the phosphorus-containing fertilizer and the quality of these fertilizers is very high. What is important, they are most secure as possible compared to many competitors.
More than 50% of the entire revenue is provided at the expense of the domestic market and the South America market. And Europe and North America in the amount give 34% - it is still a very substantial revenue.
For 2020, Russia ranked 1st place in the export of mineral fertilizers with a turnover of $ 7 billion. That is, Russia will be very difficult to press and is very dangerous for themselves.
When it comes to Russia, then of course it meant the phosagro, since this company occupies a substantial part of Russia's total revenue.
That is, no one will refuse Russia's mineral fertilizers, but there is a danger that Russian mineral fertilizers can be used as weapons against the West.
The head of the Ministry of Industry and Technical University reported that until the procedure was argued in logistics, it was decided to suspend the export of mineral fertilizers.
Here, the situation with the phosagro becomes very similar to the situation with Gazprom, which can also be used as a weapon.
That is, there are potential risks, but still, the phosagro can be very interesting to open the market.
Today, thanks for your attention!
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