Today I will tell you about the interesting ideas that will bring you good profit in the central rose-long.

The market cannot grow forever, there is simply no one to buy. You need to let him cool a little. But the ideas below below can be bought now.

📌 Lucil

Reports for the 1st half of the months of all oil workers turned out to be beautiful.

Lukoil has high dividend profitability, very good corporate governance.

The company wants to redeem up to 25% of its shares from Nerezov as a Magnit company. Lukoil intends to pay for the shares of non -residents from foreign accounts of the group, without going to the domestic foreign exchange market.

Waiting for high dividends from Lukoil. I'm waiting for paper in the region of 8000 rubles. Therefore, I believe that at the current prices it can be taken.

In general, we are waiting for this situation with a ransom from Nerezov. Also, we are waiting for the report for the 2nd half of the year and we monitor the average price for a barrel of oil in rubles.

📌Sberbank

I won’t say much here, everything is clear. I bought this paper and 140 rubles, and 200, and 280 rubles each.

The company has good profitability. Every month, Sberbank stably earns 120-140 billion rubles. In 2023, about 1.5 trillion rubles will work.

A voluntary contribution to the state will amount to 3 billion rubles - for the Sberbank it is generally a trifle (it earns more in a day).

For the 1st half-year, the company has already earned a diva for 16 rubles. Most likely, according to the results of the year, the company will pay dividends in the amount of 32 rubles.

At the current price, you can take it boldly.

📌 ROSTELEKOM

This paper is not in demand, but recently it is gaining popularity.

The President of Rostelecom said that the company will increase net profit by 2 times by 2025 (relative to 2020) - about 50 billion rubles.

Over the past 5 years, the company's revenue and profits have increased by more than 2 times (Tele2 rendered more assistance).

The business of Rostelecom itself is growing, duty is in order - it falls. Moreover, the company costs 2 times cheaper than MTS, which also has problems with debts.

The paper has not grown so much. The price is inhibited by low dividends in recent years. I think to take paper in a long -term briefcase at the current price.

According to dividend policy, the company pays 50% of net profit, at least 5 rubles. Every year adds 5% to the previous sofas. But in 2022 they paid 4.56 rubles, so we will see what will be announced this year.

According to forecasts, in 2023 dividends will amount to about 7 rubles (div. Profitability - 10%).

In principle, the company can pay 75% of net profit - then the diva will amount to 10.5 rubles.

📌Tinkoff

Tinkoff Bank greatly lagged behind Sberbank, the Bank of St. Petersburg and others. Also, according to the results of 2023, I expect Tinkoff will earn a record profit.

And we keep in my head a good bank report for the 1st half of 2023, which even bypassed Sber on efficiency.

In general, the bank is very good and everyone really likes it. I continue to hold the paper and buy it on corrections. I plan to sell 4,500 rubles.

📌Magnet

The magnet closed the purchase transaction for 21.5% of the shares of non -residents with a 50% discount, spending 48.5 billion rubles on Baybek.

It is still unknown what the company will do with these papers. It can extinguish them - then our share in the company will increase proportionally and we will receive much more dividends.

Now, most likely, it is already possible to resume dividends. Now everyone will be able to get them.

Also, the magnet can resell the purchased shares and make a lot of profit. But it will be easier to repay the shares, thereby distributing them in favor of shareholders.

In general, we are waiting for the information what the company will do with the purchased shares, we are waiting for dividends and a report for 2023. I will keep the paper up to 7000 rubles, then I will begin to carefully sell.

📌 Tatneft

Tatneft is currently better than all - its stocks will be enough for about 30 years (870 million tons).

Of the differences between Tatneft from other companies, this is a large number of gas stations, since Tatneft mainly sells on the domestic market (the share of export is 46%).

And the profit of Russian companies from the sale of oil in the domestic and foreign market is now in principle the same. Therefore, it is not worth saying that Lukoil earns more from sale abroad (excess profit from export, the state takes itself).

The company has a lot of cache - 170 billion rubles, debt - 14 billion rubles. Everything is fine here.

The company directs 50% of net profit for dividends (but 55% were paid this year).

The report for the 1st half-year 2023 shows that everything is good for the company. Moreover, in the 2nd half a year it will be even better. And the paper will give about 17% of dividend profitability.

I hold and buy a company on the subsidence.

That's all! Write in the comments your opinion on papers.

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