In the last review of the column, we noted which securities were preferred by BCS Mir Investitsii clients in early November. Let’s figure out what changed by the end of the month, in the first half of which the market grew, and in the second – updated the minimums.
The main factor affecting investor sentiment was obviously high interest rates, which fuel the corresponding preferences in securities. In addition, the weakening of the ruble also supported the demand for exporters’ securities.
Representatives of the oil and gas sector retained their positions in the top 6 shares preferred by traders. At the same time, the first line is still held by the securities of the recruiting service Headhunter, for which the dividend cutoff with a dividend yield of 21.4% is expected in mid-December. In November, the company reported a 2.3-fold increase in net profit and said that it was considering the possibility of paying dividends twice a year.