Today we will analyze 3 companies in the Russian market, which can be bought based on the current situation.

Recently, the Moscow Exchange index has been adjusted quite well, and individual companies sank by more than 30%.

💥 polymetall

Since the company's shares fell by 70% (up to 480 rubles per 1 share), we are already very close to the level of 2013-2014. It is possible that the next week we will come to the level of 420 rubles.

Despite the fact that gold is already exceeding $ 1800 per ounce, polymetall shares are worth a penny. The company's dividend has long been higher than 20%.

The main problem of polymetall is that this is a foreign company. And it is possible that problems will arise due to the fact that the company is registered on the island of Jersey, operates in Russia and Kazakhstan, and the headquarters in London.

And, in fact, the shares are, as it were, foreign. But the Central Bank has already indicated that our companies, which are registered abroad (Polymetal, Rusagro, etc.) will still be traded.

That is, the risks that these shares are frozen are minimal. At the same time, growth potential here is really large.

The company is studying the possibility of paying dividends-sooner or later this issue will be resolved, and dividends will just become the main growth driver for polymetall.

And an important risk for polymetall is underestimated prices for the purchase of gold by the Central Bank of the Russian Federation, which can put any exchange rate of gold.

But in any case, I believe that the current price is unjustified. Polymetal shares have been in a bear trend for a very long time, and there are no significant grounds for this.

Sooner or later, the market will see that the company is too cheap and begin to pay it off.

At the moment, the fair value of the polymetall shares is located in the region of 1200 rubles.

💥 RUSAGRO

Rusagro is the leader of the food industry in Russia in terms of revenue in 2022.

At the moment, its shares are 800-850 rubles. From the maxims they did not fall so much - by about 35%.

The fact is that at the moment for Rusagro, a super-adjective new conjecture, since everything that Rusagro produces (sugar, flour, oil, etc.) is getting more expensive due to global food inflation.

Of course in Russia, prices are restrained by regulatory methods. For example, Rusagro oil supplies cheaper on the domestic market than abroad.

But do not be surprised that the company is now making a lot of money. Rusagro sanctions somehow did not hit much. Except that the company is not registered in Russia.

Of course, this issue will be resolved over time. Either the company is re-registered in Russia, or some alternative options for transferring dividends will be found.

The company has recently submitted a very good quarterly report. Revenue increased by 23%, EBITDA - by 50%. Everyone says that the company is going well in the company.

And in a longer term, promotions can grow and renew their historical maximums of 1200 rubles. And, most likely, in 2023, Rusagro will continue the payment of dividends.

You can buy shares already at 800 rubles (2019 level). Of course, they can roll them below. In this case, you should buy 600 rubles (strong support level).

💥 Make a child

The exotic company from the sphere of medicine, mother and child are one of the largest medical clinics in Russia.

The company is engaged in private hospitals, maternity hospitals, etc. In principle, business is developing pretty well.

Mother and child is a growth company. But, of course, now medical companies have suffered due to the fact that the import of some drugs and equipment has stopped and doctors were pleased.

But in any case, I believe that the demand for these services is preserved, people will still go to private medical centers. And still the whole thing will develop.

The company will recover (this is a matter of short time). And the sanctions on the company did not hit much.

Promotions Mother and Child are of course in a supercultural trend. But it is important to understand that its shares largely depend on the mood of private investors with small capital.

And various telegram channels very often loved to disperse this action. It is possible that if there are some positive news on the mother and child, shares can again grow to 500-800 rubles.

And such positive news will certainly be, because, the company restores its usual activity.

Also, the company may resume the payment of dividends in 2023. But remember that mother and child are a growth action, not a dividend action.

This company can be taken at a small percentage of the portfolio, because, this is a high-risk asset (capitalization of the company only 26 billion rubles).

For today, thanks for your attention!

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