I studied the strategy from Income Management Company and the information was only about shares. Although the name speaks for itself. I didn’t find any other strategies, for example, about bonds. Therefore, below will be the main points about the favorites from “Income”

Oil and gas:

• Rosneft is developing gas projects and paying good dividends (expected yield of 11.3% per annum). The main driver for the revaluation of shares in the future is Vostok Oil

• Lukoil is a dividend aristocrat. The case of repurchasing shares from non-residents at a discount may still be relevant.

• Tatneft has large refining capacities for the sale of petroleum products. Expected diva. yield 15% per annum in the next 12 months.

• Transneft has flexibility due to sea ports, which has a positive effect on financial results. Expected stock/div split. a yield of 14.3% per annum makes Transneft an interesting candidate for a portfolio.

Metals:

• NLMK has a more diversified sales market and is interesting as one of the most efficient metallurgical companies in the world.

• Alrosa is restoring the Mir mine, where the ore is distinguished by a high content of high-quality diamonds. And the company returned to paying dividends.

Chemistry:

• Nizhnekamskneftekhim. The main driver is the construction of the EP-600 olefin complex, but there are also risks represented by the majority shareholder SIBUR

Electricity:

• Rosseti Center and Volga region and Rosseti Moscow region are one of the strongest subsidiaries of FSK. Stable dividends with an expected yield of 12-16% per annum.

• Inter RAO. Perhaps they will use the “cash box” for M&A transactions and perhaps move to a dividend rate of 50% of net profit.

Consumer sector:

• Cherkizovo. Investments in business and M&A transactions are slowly beginning to have a positive impact on financial results. Plus the company returned to paying dividends.

•Novabev. The main growth points are the development of the VinLab network and e-commerce. Expected diva. yield of 13.2% per annum in the next 12 months.

Telecoms and IT:

• Rostelecom has returned to paying dividends, is developing digital services and will soon have a new development strategy.

Finance

• Sber. Analysts at Dokhod Management Company believe that the company can increase the dividend payment rate to 60% this year and the expected dividend yield could be about 14-15% per annum.

• BSP. The expected dividend yield is 13.8% per annum and there is a possibility of an increase in the payment rate (currently about 30% of net profit is allocated to divas).

Other sectors:

• Standard. Potential relocation and dividend payment. The company chose the right development strategy - working in the regions.

• Globaltrans is interesting due to the favorable market conditions.

And I highlighted from their strategy, as it seems to me, the main idea:

“An adequate level of portfolio diversification remains one of the most important tools for reducing risk for individual issuers and will provide a higher likelihood of achieving the required level of long-term returns.”

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