Page 68 - RusRPTJuly18

Dividend expectations for most liquid Russian names
Stock Rec Price, RUB/s 12MF DPS, RUB 12MF
Severstal SELL 1,033 136 13.2
Norilsk Nickel BUY 11,644 1,258 10.8
Enel Russia U/R 1.44 0.14 10.1
MMK* SELL 49.2 4.73 9.6%
MTS BUY 286 27.3 9.5%
NLMK SELL 172 15.7 9.1%
LSR Group BYU 860 78 9.1%
Tatneft pref. - 462 41.7 9.0%
Aeroflot BUY 145 12.8 8.8%
VEON HOLD 145 12.5 8.6%
Etalon Group** BUY 177 15.1 8.5%
VTB - 0.047 0.0038 8.1%
Federal Grid Co. SELL 0.185 0.015 8.0%
Detsky Mir BUY 94.2 7.5 8.0%
Globaltrans BUY 649 51.3 7.9%
Rostelecom pref. HOLD 64.9 5.1 7.8%
Unipro SELL 2.89 0.22 7.7%
Rostelecom SELL 71 5.1 7.1%
Polyus BUY 3,941 277 7.0%
Moscow Exchange - 111 7.8 7.0%
TCS Group - 1,297 83 6.4%
Acron SELL 4,389 275 6.3%
Tatneft SELL 668 41.7 6.2%
Sberbank pref. - 193 12 6.2%
ALROSA SELL 92 5.24 5.7%
Sberbank - 216 12 5.5%
Gazprom HOLD 146 8.04 5.5%
Polymetal SELL 560 28.7 5.1%
LUKOIL BUY 4,250 215 5.1%
Gazprom Neft HOLD 327 16 4.9%
NCSP - 6.5 0.31 4.8%
Magnit BUY 5,030 241 4.8%
Inter RAO BUY 4.2 0.19 4.6%
AFK Sistema BUY 10.2 0.46 4.5%
Rusagro BUY 704 31.2 4.4%
Transneft pref. SELL 175,000 7,578 4.3%
RUSSIA Country Report July 2018 www.intellinews.com
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