МРСК-шки @Профита нет. А если найду?

Профита нет. А если найду? | United States America (US)

Create: 2024-03-26 Update: 2024-05-17 15:42:30

МРСК-шки, большая дружная компания, интерсная отрасль. Выделил несколько на мой взгляд занимательны. Писал ранее о них тут и тут и тут и еще миллион раз.

В 2023 там были шикарные движения, в долгосрочном обзоре стратегии на 2024 тоже они упоминались, т.к. возможны хорошие дивиденды (но с учетом ключа "хорошие" тогда сейчас уже стали "обычными").

На текущий момент с учетом результатов в 2023 самый интересный прогноз по МРСК ЦП (MRKP) с 15.5%, по остальным примерно 12.5-14% див. доходности ожидается. Прибыль в 2024 вряд ли будет расти, поэтому диких взлетов как в том году не жду, но в целом эта отрасль прибавить шанс имеет.

Что важно понимать? Все это не особо ликвидные бумаженции, ходят ВСЕГДА толпой (всем коллективом) и если и лезть - то в несколько сразу, чтобы уравнять шансы.
☕️☕️☕️

Профита нет. А если найду?

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Профита нет. А если найду?

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