Roman Kuznetsov, senior analyst at QBF Investment Management Company, told us what assets investors should pay attention to now and what shares to buy in July..
July is a month that is noteworthy for investors, because at this time the dividend season in the domestic market will be in full swing, while American companies will begin to submit financial statements for the II quarter of 2018 from July 16.
Thanks to these events, both the American and domestic markets will provide interesting investment opportunities..
Russian market
In the domestic market, the most interesting ideas will be securities of such companies as Aeroflot [MOEX: AFLT], Bashneft AP [MOEX:? BANEP] and Alrosa [MOEX: ALRS]. For long-term investors, we recommend entering into dividend cut-offs for the listed securities, which will be held on July 4, 5 and 11, respectively. These shares are attractive in the long term and, especially, against the backdrop of the events of 2018.
For Aeroflot [MOEX: AFLT], the growth in passenger traffic due to the World Cup in football will act as a driver of profit growth, while the increase in export prices for oil and diamonds while the ruble / dollar depreciates significantly will support the financial performance of Bashneft companies [MOEX:? BANEP] and Alrosa [MOEX: ALRS].
A common driver for the domestic market will be the process of reinvesting payments. At the beginning of the month, only a small share of dividend payments will be in the accounts of investors, but gradually their volume will increase, which will provide fuel for the purchase of cheaper papers.
American market
Of the investment ideas in the US market, the papers of Activision Blizzard Inc. should be highlighted. [NASDAQ: ATVI], which, in our opinion, has significant potential for growth.
The driver of stock growth of one of the most famous game developer in the world will be the improvement of its financial performance. Their rise will be provided by the Overwatch League tournament, 20 thousand tickets for the final of which were redeemed in 2 weeks, as well as the start of pre-orders for new parts of the Call of Duty and Destiny 2 games.
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Can anyone provide some investment tips on what stocks to consider buying in July 2018? I’m interested in making informed decisions and would appreciate any advice or recommendations. Thank you!