Today we will analyze 2 promising actions that can be bought at an inexpensive price with great growth potential.
💥GK plane
A plane is a construction company.
The main driver of the company's growth is the growth of the construction sector in Russia by reducing the mortgage rate and simplifying its issuance.
The Central Bank actively reduces the rate, and by the end of the year, probably, the rate will be 3-4%. And we will see the situation similar from 2020-2021, when there was a frantic increase in construction, and the cost of housing grew monthly.
The action of the aircraft then grew by almost 5 times. I think that most likely, by the end of the year, we will reach previous maximums of 5500 rubles (+100% of current values).
After all, the plane is a very fast -growing business. In 2021, the business doubled, and in 2022 the company's revenue will grow by approximately 80-90%.
Of course, from March to May, the business of the company was under strong pressure - there were strong subsidence for sales. But at the expense of autumn, this is the whole thing with compensated, and already in 2023 there will be even greater growth, since the rate will be even lower.
In general, 2022-2023 are the years of developers, since the government actively stimulates all state programs related to housing construction. And Putin emphasized that this is one of the main tasks for today.
The aircraft has very high quality assets. The entire land fund is bought in very good places, the company carries out relatively high quality construction, and is in 2nd place among all developers.
It is worth noting that the company is an investigated plane. Even at the current difficult time, she paid dividends in accordance with her dividend policy. Although small divas are 40 rubles per share, most Russian companies generally canceled dividends.
Many will say that I criticized this company half a year ago, but then the action of the aircraft cost almost 6,000 rubles, they were overvalued, the market situation was completely different. But now, the action of the aircraft is evaluated fairly.
If you plan to buy aircraft shares in long-term, then this is a good idea, since shares can grow up to 10-15 thousand on the horizon of 3-4 years.
💥 Yandex
Yandex shares showed terrible profitability. In the moment they fell 80% of their maximums. Now Yandex shares are very cheap, although they jumped by about 40% of their minimums (1300 rubles).
Why are Yandex shares interesting now? They have good prospects (all the negative is already laid down in the price of shares), while they are quite cheap.
Usually, when Yandex is fine, then it is very expensive, and now he has an extremely interesting situation. The company now has many positive factors: the restoration of the economy and the growth of the advertising market, the departure of foreign platforms for advertising, and the advertising market in Yandex is one of the main sources of income.
Also, Yandex sold the unprofitable Yandex Zen company VK and changed its structure of assets. That is, Yandex marginality should grow a little.
The company also has problems, for example, problems with Yandex Taxi, with the antimonopoly service and other instances, but Yandex will solve these problems 100%.
Also, there is a personnel question - programmers from the company leave. But in any case, all these risks and problems have long been laid down in the market in the price, but the prospects have not yet been laid down.
Well, yet, the state will support our IT sector because they understand that it is real now. Indeed, if alternatives to foreign social networks, payment decisions and other services are not created as soon as possible, then this will certainly complicate the online business and many other areas.
That is, in the next six months, new measures will be taken to support the IT industry. And just Yandex can shoot at them.
Also, the company's recent reports were very good - everything is not as bad there as you might think.
Therefore, Yandex can be bought, but when exactly? The current movement of quotations tells us that another correction will be possible. That is, there is no obvious impulse to growth right now.
But there will be no continuation of the collapse, most likely, there will again be an approach to the level of 1,500 rubles (if the correction on the index of the Moscow exchange continues), and then an increase of 2000 rubles.
In general, now we are in this corridor of 1500-2000 rubles. And in the coming months we are unlikely to leave it. But, if we approach 2000 rubles, then there will already be straight by explicit signs of a turn.
It is not known when this turn happens. But Yandex’s shares definitely should look closely.
I will buy 1,500 rubles each, because I see that the situation for Yandex began to change, light appeared at the end of the tunnel, and on technical analysis this crazy fall still stopped.
Over the year, I think Yandex shares can calmly double their capitalization and reach the levels of February 2022-3200-3400 rubles.
Of course, you should not buy Yandex shares by 5% or more, take 1-2% of the portfolio.
For today, thanks for your attention!
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