Bhuruu machipi emusika weRussia wemusika kubvira 2022.
blue chipsdoma migove yemakambani akatsiga zvikuru munyika. Vanodaidzwawo kuti first-tier stocks. Zvinoenderana nenhamba, kana uchiisa mari mazviri, pane njodzi shoma yekurasikirwa nekudyara. Icho chinhu chimwe kuva nezvikamu zveSberbank, uye zvimwe kune zvisingazivikanwe Ngatiendei, ane rezinesi rinogona kutorwa chero nguva. Russian blue chips vatungamiriri muindasitiri iyi, uye mazhinji acho anodzorwa nenyika muRussia. Iyo nyika ndiyo inonyanya mugove weGazprom – inopfuura 50% yezvikamu. Migove ndiyo mutsara wakakosha webhajeti, saka vatengesi havana kupokana kuti kana matambudziko akamuka, nyika ichapa rutsigiro rwemari. Mazhinji emachipisi eblue makambani ane hunyanzvi munyika. Gazprom ndiyo yega yegasi inotengeswa kunze kwenyika. Polyus ndiye mutungamiri mukuchera goridhe. Kubuda kwemukwikwidzi akakodzera hazvibviri – kupinda mumusika uyu unoda mari yakawanda.
Izwi rekuti “blue chips” rinobva ku poker uye rinopokana. Iko hakuna maitiro akajeka ayo kambani inorongedzerwa seblue chip kambani muRussia. Asi maitiro makuru anogona kuzivikanwa.
Iyo kambani inofanirwa kuzivikanwa zvakanyanya munyika, kuve neyakagadzikana purofiti yekukura kwemakore akati wandei. Migove inofanirwa kuve yakanyanya kuwanda. Iyo kambani inofanirwa kuve neyakagadzikana bhizinesi modhi, uye nyika inofanirwa kufarira kusimudzira indasitiri.
Mabhenefiti ekutanga tier stocks
Ndezvipi zvakanakira Russian blue chips
Liquidity
Iyo yakakwira iyo liquidity yemugove, zviri nyore kutengesa zvinhu zviripo zvevhoriyamu yakakura. Izvo zvinoenderanawo neiyo liquidity kuti padyo nemutengo wemusika kutengeserana kuchaitwa. Russian bhuruu machipisi ane yakanakisa liquidity – anotengeswa zuva nezuva nemazana evatengesi. Saka zuva rega rega rekutengesa kweSberbank kana Gazprom makumi emabhiriyoni emaruble.
Kuvimbika
Anodyara ane yekutanga-tier migove (yeRussia yebhuruu machipisi) anogona kuva nechivimbo mukudyara kwake. Makambani aya ane bhizinesi rakagadzikana, maredhisheni echikwereti epamusoro, mari shoma uye zvimwe zviwanikwa. Ndokusaka mari muzvikamu izvi inorayirwa kune vanotanga.
Dividends
Mazhinji makambani eblue chip muRussia anobhadhara zvikamu. Aya ndiwo makambani akasimba anogona kugovera chikamu chepurofiti nevanogovana. Chikamu chikuru chebhajeti yemamwe matunhu magove. Makambani ehurumende muRussia anofanirwa kubhadhara inokwana hafu yepurofiti yavo nenzira yezvikamu.
Kutengeswa kwezvikamu kwave nekuwedzera kukuru kwepenjeni. Iyi nzira ine njodzi – kana kambani ikasararama zvinoenderana nezvinotarisirwa uye ikasiya musika, unogona kurasikirwa nekudyara. Semuenzaniso, izvi zvakaitika kune vagoveri veYukos. Nepotfolio yakasiyana-siyana, kurasikirwa hakuna kukosha kune mari uye kunogona kuvharwa nedzimwe nzvimbo dzine pundutso. Kana uchiisa mari muzvikamu zve 1-2, mubhadhari anorasikirwa nezvose. Asi purofiti yakakwira kana fungidziro iri yechokwadi.