Hello, dear investors! In this issue, we will talk about 5 anti-crisis actions of Russia. The company's data is perfect for long -term investment.

The company below can be bought without worrying about their future - the risks of such companies are minimal.

📌Magnet (chief retailer)

The magnet is a leading retail network in Russia. The company has several store models: house shops, supermarkets, pharmacies and discount stores.

At the moment, the magnet is presented in 4000 settlements. Over 16 million people (more than 10% of the Russian population) visit his stores daily.

The uniqueness of the company is that, along with the sale of goods, it is a magnetzama of the production of food under their brands, manages several enterprises to grow vegetables, produces grocery products and confectionery.

The number of stores in 2022 exceeded 26700 - this indicator is constantly growing.

According to the results of 2022, it is expected that the revenue of the magnet will be a record 2.1 trillion rubles.

At the same time, the company's profitability has been improving in recent years (compared to previous years): ROE - 29.2%; ROA - 5%.

Debt load at a very comfortable level: debt/EBITDA - 1.4 (for retailer, this is quite a bit).

The company could pay dividends in 2022. However, she decided to close part of the debts to facilitate the debt load. For a long -term investor, this is the right action.

In the future, shareholders can count on good dividend yield (if the company will continue to adhere to its dividend policy).

📌 Beluga (chief alcohol manufacturer)

This is the largest alcohol company in Russia. The leader in the production of vodka and liquid-water products.

The company has 5 production sites, an alcohol, wine farm and its own network of retail stores Winlab.

Profitability is maintained at a good level: EBITDA profitability - 17%; ROE - 15; ROA - 5%.

Also, the company continues to pay dividends. For 2022, she paid 197 rubles (profitability 11%). In January there will be another payment - 75 rubles (profitability - 2.74%). And this despite the fact that all business indicators are growing.

A particularly important place in the company's development strategy is given to Vinlaba - this is the key driver of the company. In the last 2 years, the profitability of Winlab is much higher than that of any other retailer (only red & white can compete).

Beluga plans to double the number of open stores from 1200 to 2500 (in 2024).

Also, this is the only company that introduced buns for shares - in addition to dividends, now you can get the status of an expert (this status gives discounts in their stores, etc.).

📌MOSKOVSKAYA Exchange (Home Exchange)

This is the only multifunctional exchange platform for shares, bonds, derivatives, currency, money market tools and goods.

The Moscow Exchange group includes a central depository (non -bank credit institution), as well as a national clearing center, which allows the Moscow Exchange to provide a full cycle of trade services.

The company’s business is mostly related to commissions, so it is highly margin.

While there is an exchange and investment in Russia, nothing threatens the Moscow Exchange.

The company has an excellent financial situation. Its assets amount to 5.9 billion rubles, and net debt is negative.

In principle, the company paid good dividends (except for 2022). The forecast for dividends for the next year is 10.2 rubles (profitability - 11%).

📌Sberbank (chief bank)

It is no secret that this is the largest Russian bank, which is a person of our economy.

Currently, Sberic shares are traded with a good discount. Especially taking into account the fact that, according to forecasts, the bank was supposed to become unprofitable this year, but in fact, the bank remained profitable.

Of course, in the current crisis year, the bank suffered serious losses. But at the request of Gref, he came to net profit.

Next year, the bank’s net profit may also exceed 1 trillion rubles - as it was in 2021. With such results, the dividend yield of the investor will be very impressive.

According to forecasts, next year the company will pay 8.2 rubles (yield 6%).

There is still great potential for paper growth +100% or more on the horizon of 3-4 years.

It will be better to buy privileged promotions, since they are cheaper - respectively, and dividend yield on them will be greater.

📌MTS (main telecom)

The company's shares show good stability on a long horizon. There remains the potential of shares up to 280 rubles. In 2022, the number of MTS customers exceeded 80 million subscribers.

The company provides services:

MTS offers decent dividend yield. In 2022, 38.2 rubles were paid (profitability - 16%). The company is a milking cow for AFK System.

The company's revenue has a growth trend, but small. If all the juices (in the form of dividends) had not sucked out with MTS for at least 2 years, then the company could greatly increase the revenue, and the business would be scaled much faster.

It seems that the leadership thought in a similar way. Since, it is assumed to change the company's dividend policy towards (probably) reducing payments. For more than now, the company cannot pay.

For long -term investors (who are interested in not only dividends, but also business) are excellent news.

Results

Sber and the Moscow Exchange belong to the finance sector, magnet and beluga belong to the retail sector, and MTS - to the telecom sector.

It is these sectors that will be able to show the multiple growth of all business indicators in the future. And even MTS, who needs to use more money to develop the business itself, and not direct investors to the interests.

For today, thanks for your attention!

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