
Analysts of investment companies interviewed by the Quote.ru business portal and the Daily RBC newspaper believe that this fall, oil and gas, telecommunication and energy sectors will be very promising. The result of the survey is given in the material of RBC Daily .
In the oil and gas sector, Gazprom's papers look most attractive, which is associated with the expected increase in gas demand and gas prices associated with the beginning of the heating season. In addition, analysts note a significant lag of Gazprom’s papers from the market, which creates additional growth potential. Lukoil shares are attractive due to high oil prices and good diversified the business of the oil company (production, oil refining, oil products sales network in Russia and abroad).
The actions of the telecommunication sector are popular in anticipation of the reorganization of "Svicinvest" (expected in the fall). In the papers of the MTS operator, as analysts note, growth is possible against the background of the absorption of Komstar-OTS OJSC.
Despite the accident at the Sayano-Shushenskaya hydroelectric power station, analysts call the RusHydro shares among autumn favorites, taking into account the expected benefits of the liberalization of the energy market and the discount of the accident in quotes.
Against the background of stabilization of demand and prices for potassium phenomenally profitable and attractive, “Uralkali” remains.
The entire expert top 10 looks like this:
Issuer | Growth potential for the next three months | The number of analysts predicting the growth of papers | |
1 | MTS | 75.91% | 8 of 11 |
2 | Gazprom | 56.14% | 10 out of 12 |
3 | Uralkali | 30.27% | 8 out of 10 |
4 | RusHydro | 27.64% | 9 out of 10 |
5 | Lukoil | 24.45% | 9 out of 12 |
6 | Sibirtelecom | 92.47% | 9 out of 11 |
7 | Volgaelecom, pr. | 51.57% | 9 out of 11 |
8 | Uralsvyazinform, pr. | 33.94% | 8 of 12 |
9 | Rostelecom, pr. | 29.53% | 7 out of 10 |
10 | Dalsvyaz | 38.72% | 8 of 9 |