Today we will choose stable and stable shares that pay dividends (or will surely pay in the future).
💥 Tatneft
Tatneft is one of the largest Russian oil companies. The company is located in Tatarstan, the number of employees is more than 60 thousand people.
The company has all the possibilities to maintain export volumes in 2022. About 89% of oil exports goes through the Druzhba oil pipeline - this medizes that these deliveries are protected.
The share of export in Tatneft decreases. In 2020, Tatneft exported about 50%, in 2021 already 45%. And in 2022, I believe, there will be even less.
Tatneft long -term priority is a deepening of oil refining and petrochemistry.
The company sends at least 50% of net profit to dividends. For 2022, she already paid funds in the amount of 26 rubles per share twice.
At the same time, a change in dividend policy is expected in the future. For dividends, 75%can already be directed.
💥Magnet
I would also like to note the X5 Retail Group, but its shares are less reliable, as they are presented in the form of receipts.
In the medium -grade, the magnet shares look quite attractive (like a bet on a protective sector).
According to the results of the 1st quarter, the magnet showed one of the best results in retail.
LFL magnet sales have grown. This indicator is one of the most important for investors, it allows you to evaluate the dynamics of changes in the main business excluding new stores.
For most competitors, this indicator worsened, and in the magnet, on the contrary, it improved.
Also, the magnet shows the leading growth rate of revenue (including, thanks to the purchase of the Dixie network).
Previously, the magnet lagged behind its main competitor - X5 Retail in the format of hard discounters. But the absorption of Dixie helped him sharply catch up.
The magnet decided not to pay dividends for 2021, however, the financial condition allows them to be distributed a little later.
💥lenenergo (Priv. Shares)
A recession around the world is coming, and Lenenergo is just suitable for such a time. It belongs to energy companies, is engaged in the provision of energy of St. Petersburg and the entire Leningrad region.
Her business is understandable and predictable. Of course, there are times that the state intervenes and is trying to resolve the tariffs of housing and communal services, etc.
But energy prices are formed by indexation due to inflation. This means that although it is not completely, it absorbs inflation and shifts it to consumers.
There is almost no volatility in the company, and movements on the schedule occur with jerks.
Dividend profitability is higher than in bonds. In 2022, dividends can be 21.22 rubles per share. For the past 4 years, the company has been building dividends.
💥SBER (Priv. Shares)
This year, Sberbank canceled dividends. And then not a fact, it may still pay. In 2020, dividends were also canceled at first, but then the bank still paid them in full. Of course, it is not a fact that this will happen again, but what Gref does not joke.
Sberbank is a person of the Russian economy. It is the largest bank in Russia, the CIS and Eastern Europe.
At the end of July (or in August), the next decrease in the key rate of the Central Bank of the Russian Federation is expected. First of all, this will affect mortgage lending, and the Sberus in this market has an absolute advantage in the number of customers (almost 3 times more than that of VTB-the 2nd largest bank in Russia).
Yes, with regard to individuals, one stagnation can be expected. Still, about 90 million people are already customers of Sberbank. And it is difficult to develop in this direction. The bank management understands this perfectly, so they focus on the development of digital services.
Sberbounds, on the contrary, gets rid of unprofitable assets in the portfolio (for example, recently sold a share in the city).
💥MTS
The company, due to sanctions, may have problems with equipment. However, MTS is a significant and necessary element of life for more than 30% of Russians.
The company has a high debt load, the development of its business goes very slowly, but MTS is a dairy cow of the AFC system, which will continue to pull dividends from MTS.
Perhaps it would be more logical to buy AFK system, but it does not pay good dividends, and has no much growth.
It is worth noting that MTS did not cancel his dividend policy in such a difficult time. And every 3 years the company promises to increase payments.
Why is it worth adding a company now? MTS paid dividends, and now there is a dividend gap that the company has not closed.
The price of paper decreased, but dividends in 2022, with a high degree of probability, will be paid in the same amount (or will increase) - 33.85 rubles.
From MTS you can not expect some super growth. Yes, there is a recovery potential by about 30%, but this is clearly not the head of it. Dividends and low volatility of paper - for this we love MTS.
For today, thanks for your attention!
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