Today you will learn what shares are worth buying in the Russian market and on which promotions you can double your money.

❗Information in the article is not an individual investment recommendation.

✅gazprom

In the oil and gas sector, I decided to choose the company Gazprom. Why not NOVATEK, you ask. I explain:

Gazprom is the global leader in gas production. The company produces about 13% of world gas volume and has about 16% of world reserves.

Gazprom supplies gas to Europe, which will not be able to abandon pipeline gas as soon as possible. And even if the United States increases the export of liquefied natural gas to the EU, this will not solve the problem.

Supplies are still going to China through the Power Power of Siberia, and the Turkish stream also works now.

All this will allow Gazprom to increase revenue and profits in 2022. Adds positive also the price of gas that keeps in high values.

Gazprom in the current situation looks stronger than others. And this is one of the most obvious elections for the investor, given the company's position and the actual indispensability of it in the market.

What is bad NOVATEK?

At the moment, pipeline gas looks much more reliable than LNG NOVATEK, since, some EU countries close their ports, and Novatek tankers remain in the sea without the possibility of unloading in some European ports.

And the yield of foreign partners from joint ventures can create additional difficulties.

Of course, Novatec is a wonderful business, it remains only to hope that the company will overcome all logistics problems.

✅roseft

Why not LUKOIL? This is a private company, it has less chances to get under the sanctions. But everything is not so simple.

The low share of the state, constantly increasing dividends, regular Baybags - all this kept quotes from the failure even during correction.

But now the ban touched the supply in the USA and the EU countries - it threatens the loss of up to 80% of revenue. The share of oil and petroleum products of LUKOIL and its subsidiaries in unfriendly countries exceeded 83% in 2021.

Therefore, if you are not a risk lover, then LUKOIL shares are better to sell.

Of course there is an alternative - it is Rosneft. The export to Europe is low, the main sales goes to Asia countries that use a discount on our oil and will continue to do this by increasing their procurement volumes.

The dynamics of Rosneft revenue and its dividends are inferior to Lukoil. But the profit has already exceeded 1 trillion rubles for 2021.

And do not forget that Rosneft is a system-forming company that has federal significance. She one of the first will receive help from the state. And in the current situation, the state's financial assistance may have a key value for any business.

Therefore, Rosneft is a good option for investments, and investors immediately understood and bought almost all of its fall. I will consider their purchase in the area of ​​380 rubles.

✅Gazpromneft.

Among the oil miners, Gazpromneft is also allocated. The most important plus company is that it provides processing and marketing within the country and only a small part of the oil sends to export. Business is focused on the domestic market.

Gazpromneft actively cooperates with Chinese companies, which partially compensates for exports to EU countries. The company is sufficiently stable on balance and debt burden. And the demand for business in the current situation is no doubt.

✅MK.

The government has limited markdown by metallurgical companies on its products in the domestic market, and Europe introduced sanctions on the supply of raw materials. All metallurgists under pressure and not worth buying anything here.

Is it worth considering the MMK company, which only has 9% for sale in Europe and America, about 20% - to the countries of the Middle East, Africa, Asia.

The company should not have problems. But about 70% of revenue falls on the domestic market. That is, the company will also face difficulties of price regulation, but it is not so sad, like other metallurgists.

✅ Russal

In non-ferrous metallurgy, much more promising ideas. RUSAL is one of the world's largest producers of primary aluminum and alumina.

The company has been experiencing sanction pressure for a long time, but it does not interfere with it in 2021 to show a record increase in revenue and profits (increased by 4 times g / g). It's all about high prices for aluminum.

But without minuses nowhere - the company has a high proportion of exports to unfriendly countries (about 50%). And it is worth noting that many countries are already beginning to abandon Russian aluminum.

That is, the company begins to lose overseas supply and sales markets. And it is almost impossible to find a replacement.

✅en + group.

And an alternative can be company en + is a holding, asset management in the field of energy and mining industry.

An interesting point is that EN + owns 50% of the share in Rusal, so all the minutes and advantages of Rusal are applicable to En + company. Also, through RUSAL, EN + receives a profit from the share of the ownership of Nickel.

The presence of the segment of the electric power industry in the share of the company's revenue reduces its risks.

✅Nornikel

Very often mentioning this company in its articles, so it is very brief.

The company has a unique line of metals, to abandon Europe and other countries will simply be able to.

Norilsk metal metals will be in demand for a long time, so this company is accurate to have in the portfolio.

Of course, not without risks, but with the Norilsk business everything will be fine.

✅ Alros

The company is engaged in exploration, mining, processing and sale of diamonds. Alrosa is one of the leaders in world mining diamond.

Companies belong about 25% of world production. Production facilities ALROSS are concentrated mainly in Russia.

Alrosa miners 90% of all diamonds in Russia. The company has almost no foreign assets. Therefore, it is protected from tightening sanctions.

But the risks here will definitely eat. It is important to note that Belgium in the EU occupies 47% of revenue, India is about 18%, the domestic market is -11%.

The shipment ban may on the one hand, to breed prices for products and raw materials, but on the other hand, to seriously hit the business.

And the company's products are not strategically important on a global scale, in contrast to energy or food.

But in general, Alrosa is a reliable investment asset. The company occupies a strong position in the market and its export is now actively redirected to India. I will buy in the area of ​​80 rubles.

On this until we finish. In the next article I will tell about the other companies!

Put your finger 👍 If the article was useful for you. Subscribe to the channel not to miss the following articles.