#Gazprom, the Russian #gas giant, could make record profits and generate 15% dividend yield over current price. #ONGT $GAZP $OGZD $OGZPY

Thread 🧵👇
On Monday, $GAZP will publish 3Q financials, which will be highest in company's history.
Record profit = record dividend:
RUB 50 - dividend per share at the end of 2021, 15% per annum (RDV calculations).
RUB 110 - amount of #dividends for 2 years - 33% of current value of shares.
Record reporting by #Gazprom may trigger a rise in shares above historic highs.

According to the calculations of the RDV source, the fair price of Gazprom shares is 455 rubles, the growth potential is +44%.

$GAZP $OGZD $OGZPY
#Gazprom's upside to consensus is 37.3%. Most of analysts covering company believe that shares should be worth RUB 400-500. A week or two before release of reports, analysts began to raise targets for $GAZP. This suggests that reporting may be much higher than market expectations
⚖️ #Gazprom is heavily undervalued relative to its global peers in terms of P/E multiple, according to Bloomberg analysts:
• Upside to analogs from developed countries ~ 165%
• Upside to analogs from developing countries ~ 70%

$GAZP
🔥 JPMorgan expects a 30% #dividend yield on #Gazprom shares for 2022.

Well, now the purchases of the @jpmorgan on Monday at the Bloomberg news stuff became clear:

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Thread 🧵👇 Image
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