Hello, dear investors! Today we will analyze the top 15 Russian companies and do technical analysis.
The Russian stock market is again in the sidewall, but the global descending trend remained.
๐Sberbank
Due to sanctions, Sberbes wants to transfer the service used to pay for goods in online stores to Russian encryption certificates.
In this case, online stores can massively start changing an acquire or promote payment for SBP.
The paper is near support for 136 rubles. The goal for 143 rubles still remains. A decrease is expected, since growth without serious stops amounted to 35%.
๐ VTB
Price - 0.0169 rub.
VTB buys "opening" for 340 billion rubles. As a payment, it will transfer money and OFZ. It will give money to 233 billion rubles, and OFZ - 106.8 billion rubles. The transaction will close until December 31.
In December, the bank expects a record demand for a mortgage. It is believed that banks will give out at least 550 billion rubles.
The paper decreased. But the news of the absorption of the "discovery" positively influenced quotes. However, optimism will quickly pass, and it will return 0.016 rubles.
๐tinkoff
Tinkoff introduces a new way of contactless payment - a reticur Tinkoff Pay. The sticker is attached to the cover or smartphone. Bank customers will again be able to pay without a plastic card for purchases and withdraw cash.
The paper is still in the corridor of 2400-2700 rubles. I would like to buy this company, but cheaper. But the shares do not fall and do not grow.
๐ Moskovskoy exchange
At the beginning of next year, Mosbirzh plans to launch off -offs of shares - this system will not require a separate connection or programs from the market participants.
The paper after a very long sidewall 81-95 rubles finally demonstrated at least some dynamics and touched the resistance of 95 rubles.
๐ Gazprom
Price - 160.89 rubles.
Putin gave the command to start gas supplies to China from the Kovyktinsky deposit of Gazprom. The extracted stock from the field will be 1.8 trillion cubic meters. m. Gas.
The Board of Directors of Gazprom approved a record invest-program for 2023 in the amount of 2.3 trillion rubles.
By 2040, gas consumption may exceed the level of 2021 by about 20%.
The paper at the end of the week has grown a little. You can safely continue to buy Gazprom. The first growth target is 167 rubles.
๐ Lucil
Lukoil completed the reconstruction of installations at the Volgograd refineries - this will increase the processing by 400 thousand tons per year.
Also, this week was the last day to buy shares to get record dividends. At the moment the quotes fell by 16%, but bounced by 4%. Dividends amounted to 15% after taxes - that is, investors are already in the plus.
It’s not just that the paper was bought in October-November, so they will not take the positions. I plan to buy Lukoil more.
๐NOUTEK
Novatek won the auction at the Yenisei section of the ATS in Taimyr.
The exchange prices for gas in Europe for the first time from October 25 fell below $ 1000.
The paper moves very interesting. At the crosshair were lower, then for some time they decreased for some time. And then, a sharp removal up (against the background of an accident in Chuvashia). The paper is adjusted again. The first strong support is 1000 rubles.
๐ ROSNEFT
Rosneft opened in Yakutia a new oil and gas condensate field with reserves of 9.5 billion cubic meters. m. gas and 1.5 million tons of oil.
In the moment, the paper has grown sharply by 7% and pierced the resistance by 343 rubles - now we are right on it. Strong support - 317 rubles.
๐ Tatneft
In the case of EU sanctions, Orlen does not want to extend the contract with Rosneft for oil supply in 2023 and will stop deliveries from Tatneft.
The paper is in a deep bear trend. It is likely that only January dividends can positively affect paper. Support - 343 rubles, resistance - 397. Tatneft I buy for the entire free cache.
๐ Nornikel
Price - 14,900 rubles.
Since, some European companies do not buy Russian nickel and, against the background of an excess of Nickel, Norilikel in 2023 will reduce the production of nickel by 10%.
By the way, in 2023, the Moscow Exchange and Norilikel will launch tenders with platinum and palladium.
In 2022, the number of participants in the precious metals market increased significantly - by 30 (only about 100). Among them: banks, brokers Managing companies and gold miners.
The paper bounced from support for 14,100 rubles to 14900. Resistance - 15,000 rubles. Without positive, paper will go again to support.
๐ Severstal
More than 10% of steel imports in India are provided by Russian companies. Now Russia is one of the largest suppliers. Moreover, before the sanctions and the embargo, there were almost no Russian companies in India.
An increase in exports began to promote the weakening of the ruble and the growth of world prices.
In 20 days, paper increased by 14%. Pierced the resistance of 860 rubles. The rollback is expected back to 860, we can even go for 840 rubles.
๐MMK
MMK does not plan to pay dividends according to the results of 2022 - the company has foreign shareholders (and payments to them are impossible), so MMK refused to pay.
According to Rashnikov, the company has too many other questions. In the future, the company will be able to return to the payment of dividends in the event of a change in geopolitical conditions.
The paper storms, but the growing trend remains, the target is 34 rubles. In case of negativity, a decrease is expected by 30 rubles.
๐alrosa
De Beers - the main competitor of Alrosa reduced sales by 10% - to $ 410 million (but +22% g/g).
According to the CEO of the company, ALROSA will exceed the plans for the extraction of diamonds.
The paper is adjusted and the strong dollar did not affect it in any way - this is very strange. Are the problems of the company and NPPs so strongly pressing the paper, or does someone specifically drive the price down to buy. Corridor on paper-57-63 rubles.
๐Magnet
Magnet Cosmetics launched sales on Wildberries. In the near future, the number of goods in the online store will grow more than 10 times-more than 6000.
The magnet expanded the network of discounters "My price" up to 700 stores.
The paper fell by 20%, the fall is associated with the detention of the disclosure of the results for 3KV2022 and with the refusal to pay dividends. The paper has already touched 4200 rubles - this price is more than attractive for long -term.
๐ Cherkizovo
The company will increase the release of broilers by 23%. Also, Cherkizovo will buy a “healthy farm” from the bank-this is a 2nd major merger transaction in recent years.
After the gap, the paper fell even deeper - you can buy a little. The goal is 2775 rubles. Support - 2580 rubles. The company has sustainable development. If the market fairly evaluate it, then you can wait for growth.
๐x5 Retail Group
Discounter Chizhik opened the distribution center in Noginsk. The new facility will provide work up to 250 stores in the east of Moscow and in the suburbs. The total area of the distribution center is 12,000 square meters. m.
The intersection plans to double the network of cafes inside stores in 2023.
The paper is in the side of 1450-1650 rubles. Since October, after good growth is 50%, it does not fall-someone clearly holds the paper. A decrease is expected to 1450 rubles (at least).
For today, thanks for your attention!
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