In this article, I will continue to talk about companies whose shares can show significant growth.
❗Information in the article is not an individual investment recommendation.
✅Poly
You often ask about Polymetal. I would sell it now and bought a pole gold.
This is due to the fact that the shareholders decided to divide the business into Russian and Kazakh so that they are traded separately, as investments can be worked out in Russia, and the pressure on the business will increase.
Why am I buying a pole?
Pole is one of the global gold mining leaders. Export revenue in foreign currency serves as a guarantor of the company's stability.
Pole has low production costs and as a result, high business marginality. Also, I want to allocate good financial health and the lack of problems with debts.
Over the past 5 years, revenue and profits increased by 2 times. Also, on the dynamics of shares now has a positive increase in the rise in gold prices in world markets.
The company also has cons. First of all, this is a sales market and logistics problems. But in general, Pole is a reliable investment asset at all times, and in the current situation the company looks much better than its main competitors.
✅Positive Technologies.
POSITIVE is a company from the field of information technology, it works in the cybersecurity segment.
He is the only company from this segment presented on the Russian stock market.
The company is detected by the detection and reflection of cyber threats. Its services are particularly relevant and in demand lately, due to the actions on Cyberfront.
It is worth noting that the cybersecurity segment is one of the fastest growing in the world. Also, positive for Positive is the fact that Russian companies are now obliged to use Russian software.
Positive plays a prominent role in the Russian IT services market. The company's products are mainly aimed at large business and in demand by users.
If the company can realize his potential, it can become one of the flagships of the market.
But it is important to note that this company has small capitalization and not so long ago is present on the stock exchange. Each financial report should be carefully studied and follow the dynamics of the growth of the client base.
✅yandex
Yandex is now one of the most controversial investment companies.
Yandex is the largest technological ecosystem in Russia. The company has a huge number of services, which will leave the "whole day".
I would like to note that Yandex is one of the world leaders for the use of artificial intelligence and machine learning.
After Google and Meta's departure from the Russian advertising market, Yandex can take or expand its presence in the liberated niches.
And, by the way, not only Yandex will be a beneficiary to the departure of foreign sites, but also vk. In past articles, I have already compared these companies. The opportunities they open are just huge.
But it is not necessary to forget about the problems, Yandex is registered in the Netherlands - it causes some legal difficulties.
Also, problems may arise with supplies (almost all foreign equipment). And do not forget that the outflow of IT specialists from Russia has now increased markedly.
But, given all the risks, Yandex is the brightest representative among IT companies in Russia, which can qualify for the full deployment of its ecosystem in the country.
Therefore, you can expect a huge growth of the company's quotes.
✅ Magnit and Cherkizovo
Magnet is one of the largest retail chains in Russia. Consumers can abandon everything, but they will not be able to abandon food.
The magnet works in the domestic market and is not subject to sanctions, it has no foreign exchange debt, and the delivery of goods go regularly.
A positive key for the company is the availability of the product range of goods not only in the trading network. And in general, the magnet leads a popular business in the Russian market.
Similar advantages are saved by Cherkizovo. About 95% of sales goes to the domestic market, and efficiency is limited only by the price of products.
Cherkizovo is the largest meat producer in Russia. The main profit in 2021 brought the segment of the sale of chicken.
The company occupies a large proportion of the Russian market, and also has access to the Chinese market.
Cherkizovo also did not hit under sanctions, and its assets do not own non-residents.
In general, I expect that the process of restoring the economy, Cherkizovo (like a magnet) can increase the revenue in the conditions of possible increased demand of Russians for food.
Therefore, for long-term investors, Cherkizovo and a magnet remain attractive ideas.
✅AFK System
High risk company (for lovers to rinse the nerve). Main assets - MTS (49.94% of possession), Ozon (31.8%), Segezha (62.2%), standard (29.8%).
Many people will say that the company has a large debt, almost all loans with floating interest and better bypass this company.
Of course, this is a fair solution. But why am I interested in this company?
AFC system is a financial corporation, which has recently been in the correctional stage, and this is primarily associated with the acceleration of the shares in the ozone IPO.
But now the business threatens anything, and even on the contrary, some subsidiaries (for example, Medsi, Steppe, IT companies and producers of chips) during the period of sanctuction pressure, can increase their market share and significantly.
With all its problems and debt burden, I count on the growth of shares of AFC system.
Today, thanks for your attention!
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