In this article, we will consider the most reliable Russian actions that should be bought for your entire investment life (for a period of 20 years and above).
For such a long time, it is necessary to take only stable, large companies. You should not pay attention to growth/reduction of profit now - it can jump up and down.
Also, in choosing companies, the analysis of future trends (for example, ESG is a careful attitude to nature, employees and society), or identifying the demand for some products of companies in the future, etc.
📌Positive Technologies
Positive is the most promising company in the Russian stock market.
Although the company is still quite small, it is still worthy of inclusion in this top.
This company is engaged in developments in the field of information security. And the cybersecurity market will grow every year - for example, in the next 5 years, the Russian cybersecurity market will grow by 189%.
Also, take into account that foreign companies that occupy 30% of the Russian market left it. The laboratory of Kaspersky and Positive Technologies will occupy most of the vacant market.
📌 Polyus
This is the best gold miner.
Gold will always be valued - this is our protective asset.
The pole has the largest gold reserves - 104 million ounces. Also, it has the largest deposit in the world - a dry log, at which in the future the company will be able to extract 2.3 million ounces per year.
The pole has the lowest cost of gold production in the world - about $ 1000 (others have an average of $ 1,400).
So far, the pole has high capital costs, as the company is actively expanding production, therefore, the dividends are small.
📌NOUTEK
This is the most promising company in the oil and gas sector.
Novatek specializes in the production of LNG. And the proportion of LNG in world export is gradually growing. For example, in 2020, the proportion of LNG was in the region of 40%, and the pipeline gas was 60%, and according to the forecast by 2040, the share of LNG will be already 60%.
Now the demand for LNG is 400 million tons per year, and by 2040 demand will grow to 650-700 million tons per year.
In addition, Novatek captures an increasing share in the LNG market. The company supplies LNG to Europe and Asia (50 to 50).
Growth drivers for the company: Launch of the 1st line of Arctic LNG-2 (at the beginning of 2024), and do not forget about the purchase of 27.5% of the Shell share in Sakhalin-2 LNG (with a capacity of 9.6 million tons. year), which should be completed before the end of this year.
Novatek constantly increases dividends and is a growing company.
📌Sberbank
Sberbank is the largest bank in Russia and Europe. The bank has more than 107 million active customers.
We have already been convinced that Sberbank is the most reliable company in Russia. And it is a person of the Russian economy.
Sber is actively working on the creation of an ecosystem-it creates very convenient online services in various fields.
Better Sberbank in your long -term portfolio is not a single company.
📌GMK Norilsk Nickel
Norilikel is a leader in the Russian mining and metallurgical industry. It is the largest manufacturer of Nickel, Palladium and one of the world's largest platinum and copper manufacturers.
Also, Norilikel produces cobalt, rhodium, silver, gold and other non -ferrous metals.
The metals produced by the company are used in the creation of ICEs, batteries and other things in demand for humanity.
The main advantage of Norilikel is its rich resource base and low production cost.
The company strives for environmental friendliness - reduces harmful emissions. She even has a slogan: "More green metal for the green future." Of course, with environmental friendliness, Norilika is still not very doing (we recall the accident), but the main desire of the company.
📌 Severstal
This is the best metallurgist in Russia.
Severstal was able to get out of the pit and showed quite strong production and sales results.
The weakening of the ruble and the normal situation in the market have become the growth drivers. According to the company, she almost completely went on full load
In the long run, Severstal is one of the favorites among domestic steelways.
📌 Lucil
Where without a dividend aristocrat. Lukoil pays in the region of 10-15% per annum.
Lukoil was distinguished by high profitability (he was significantly ahead of Rosneft, Bashneft, Surgutneftegaz, inferior to a slightly Tatneft and Gazpromneft), high quality corporate governance, respect for minority and generous dividends.
I am sure that the company's management will be able to deal with the development of new sales markets, and everything will be fine with them.
📌Magnet
This is the main retailer in Russia.
The magnet has several store formats: at home, “family”, “pharmacy”, “extra”, “cosmetics” and delivery + magnet acquired a Dixy network.
Also, the company produces its own food. It has 13 food and 4 agro -industrial production. It produces about 770 headings.
Every year, the magnet opens an average of 2000 stores. The chain of stores is actively expanding.
The company's business is resistant to inflation, ruble devaluation and sanctions + to this, and dividends were also paid before.
Write in the comments which companies you keep in the long -term.
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