📌 #Dividends in favor of budgets of all levels of Russia, based on forecast of financial results in 2021, in RUB bn:

1. #Gazprom 593 $GAZP $OGZD $OGZPY
2. #Sberbank 299 $SBER $SBRCY
3. #Rosneft 210 $ROSN $RNFTF
4. #VTB 120 $VTBR

(1/3)
5. #Alrosa 86 (43 to federal budget and 43 to budget of Yakutia) $ALRS
6. #Transneft 68 $TRNFP
7. #Tatneft 34 (to budget of Tatarstan) $TATN $ATAD $OAOFY
8. #Rosseti 22 $RSTI
9. #RusHydro 19 $HYDR
10. #Rostelecom 8 (to federal budget and VEB) $RTKM
11. #InterRAO 6 $IRAO

(2/3)
12. #MoscowExchange 5 (in Central Bank and VEB) $MOEX
13. #Bashneft 5 (to budget of Bashkiria) $BANE
14. #NCSP 2.4 (to budget of Russia, excluding Transneft and Russian Railways) $NMTP $NCSP
15. #MosEnergo 1.5 (to Moscow budget) $MSNG
16. #Aeroflot 0 $AFLT

(3/3)

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More from @rdv_analytics

26 Nov
🏗 Real estate boom will continue, capitalization of developers will grow, according to RDV sources.

Need for families in #Russia for real estate is so much higher than supply of #developers that prices for square meters will inexorably rise.
$SMLT $PIKK $LSRG $ETLN

Thread 🧵👇 Image
The volume of the #RealEstate market in 2020 amounted to more than 17 trillion rubles - this is the second consumer market in #Russia. Image
Growth potential of share of top 5 #developers is 250% - up to level of consolidation of #grocery retail market comparable in size. Along with growth of share of large players, their revenue is growing. Top 5 public developers include #Samolet, #PIK and #LSR.
$SMLT $PIKK $LSRG Image
Read 6 tweets
25 Nov
#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
Read 6 tweets
24 Nov
#Segezha is largest Russian representative of #timber industry. Company benefits from world's drive to move away from deforestation. Foreign politicians have pledged to end deforestation by 2030.
$SGZH
bbc.com/news/science-e…
All over the world, area of ​​forests is decreasing, while in #Russia it is growing.
#Brazil, as one of largest timber producer, has pledged to end illegal logging, which will require aggressive reductions in forest harvesting.
theguardian.com/environment/20…
data.worldbank.org/indicator/AG.L…
Area of ​​forests in #Russia is growing and deforestation sometimes is necessary to grow systematically (to solve problem of fires, sufficient supply of light, etc.). In addition, 80% of #forests of Russia soft #woods, more suitable for production of packaging due to its density. Image
Read 8 tweets
10 Nov
💸 Is hyperinflation a reality? How to protect yourself?

Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism. Image
• In the #US, inflation has already accelerated to 6.2%
• In #Germany, it reached a 28-year high of 4.5%.

Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming. Image
Populist views are capturing the minds of monetary authorities, which only fuels #inflation. This was the case in the #USA in the 1970s: prices almost tripled.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times. Image
Read 10 tweets

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