Lukoil (MCX: LKOH) — the second company in terms of oil production in Russia. One of the world's largest oil and gas companies with a full production cycle in terms of proved reserves and hydrocarbon production. 24 November financial statements of Lukoil were released for 9 months of 2021.
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) - the world's largest semiconductor company. TSMC manufactures products for large technology companies, including Apple and Nvidia. In 2020, the company released more than 11 thousand different products using 281 separate technologies for 510 different customers..
Allianz Group (FROM: VAT) Is one of the world's leading insurance companies and asset managers with 100 million private and corporate clients in 70 countries.
X5 Retail Group (MCX, LSE: FIVE) — Dutch holding, owning the largest grocery retailer in Russia by revenue. The company employs more than 335 thousand employees. About X5 takes about 13% grocery retail market, gradually increasing its share in recent years.
Lumen Technologies (NYSE: LUMN) - American telecom company. Until recently called CenturyLink. The company is in a state of transformation and at the same time paying huge dividends, but her debts and 5G risk ruining everything. When creating the material, sources were used, inaccessible to users from the Russian Federation.
MTS (MOEX: MTSS) — Russian telecommunications company, which builds its own ecosystem.
New bonds of Russian regions and companies started trading on the Moscow Exchange in November, shares of the St. Petersburg Stock Exchange, global depositary receipts for Softline shares and shares of 80 foreign companies at once. There are also new exchange mutual funds and ETFs.. Part of the new bonds we do not mention.
Today we have a speculative idea: take stock of game maker Activision Blizzard (NASDAQ: ATVI) based on their rebound after a strong fall. Growth potential and validity: 22% behind 17 months excluding dividends. Why stocks can go up: they fell hard, and the company's business is strong. How do we act: we take shares on 57,28 $. When creating the material, sources were used, inaccessible to users from the Russian Federation. We hope, Do you know, what to do. Without guarantees Our reflections are based on the analysis of the company's business and the personal experience of our investors, but remember: not a fact, that the investment idea will work like this, as we expect. Everything, what we write, are forecasts and hypotheses, not a call to action. To rely on our reflections or not – it's up to you. And what is there with the forecasts of the author of the Study, like this and this, talk about, that the accuracy of target price predictions is low. And that's ok: there are always too many surprises on the stock exchange and accurate forecasts are rarely realized. If the situation were reversed, then funds based on computer algorithms would show results better than people, but alas, they work worse. So we're not trying to build complex models.. The profitability forecast in the article is the author's expectations. We specify this forecast for the landmark. As with the investment idea in general, readers decide for themselves, it is worth trusting the author and focusing on the forecast or not. We love, appreciate,Инвестредакция На чем компания зарабатывает Мы уже публиковали инвестидею по Activision Blizzard — пришло время для новой. The company develops and sells video games. Surely names like Call of Duty or World of Warcraft will seem familiar to someone. According to the annual report, only 30% the company's proceeds are given by the sale of its products. Other 70% fall on subscription, лицензирование и прочие нематериальные …
Investidea: Activision Blizzard, because the games are good Read more
Rostelecom (MCX: RTKM, RTKMP) — a large technology holding in the field of telecommunications and digital services.
Alrosa (MCX: ALRS) — state diamond mining holding, world leader in terms of diamond production. 11 November, the company published consolidated financial statements based on the results of the first 9 months of 2021.