The most profitable actions: whether it is necessary to invest in stock market in June.

Monthly experts of leading Ukrainian investment companies predict, what actions of the company will most of all rise in price next month. Thus analysts give reason for the point of view the facts.

At the end месяца  Корреспондент.biz  публикует  the report on on how many percent rose in price or the actions specified by experts in a month fell in price.

One or two analysts who in the forecast were closest to real data on monthly results, remain among experts the next month and again do the forecast.

This month participation in a forecast accept: analyst ИК  Altana Kapital  Александр  Kushnarev, deputy director of department of investment consulting of Foyil Securities  Olga Maltsev и  analyst of the Broker house of Otkrytiye  Leonid Belozersky.

It should be noted that the stock market of Ukraine shows the last weeks very volatilny dynamics and decrease in quotations in this connection many experts don't risk is sharp to give forecasts. However this month in the Korrespondent.Biz project agreed to take participation the deputy director of department of investment consulting of Foyil Securities Olga Maltsev and Alexey Klimchuk from the TASK YOKES analytical department.

Forecast for June 2012 года: 

Olga Maltsev, deputy director of department of investment consulting of Foyil Securities

Action: Hartsyzsky pipe plant (HRTR) & nbsp;

Justification: As the situation in domestic stock market remains unstable, we can recommend purchase of the Ukrainian actions at formation only long-term портфеля.  In our opinion, triggers for growth of cost of liquid papers in June aren't present. However it is necessary to take into consideration the fact of a repro-reality of the market as the reason of possible emergence of a technical rebound which doesn't need to be confused to formation of a new trend. Besides on world trading platforms the nervousness caused by fears of rather further destiny of EU proceeds. In this regard we consider that in June of the market actions of Hartsizsky pipe plant (HRTR) will better look. It is connected with expectation of payment of dividends эмитентом  of 727 million UAH, or 0,28 UAH. on акцию  with otsechka date реес a Torah on June 14, 2012. After the specified date of the quotation on paper possibly essentially will decrease.

Alexey Klimchuk, TASK YOKES analytical department

Акция:  Центрэнерго (CEEN)

Justification:  At the current market conditions, the majority of domestic actions remain under bear pressure and, despite an essential pereprodanost continue to become cheaper. In our opinion, current month Tsentrenergo actions can show the greatest growth, privatization which auction of a controlling stake is appointed to June that can warm up interest to actions, as from small speculators, and large investors. Moreover, landslide falling of quotations of Tsentrenergo which is observed the last month of the auction, had no strong fundamental basis. Despite unprofitable 1кв2012 years, in the second quarter we expect profit at level of 96 million UAH., in connection with seasonal growth of the price of sale e/e in ORE made thermal power plant. And following the results of a year, according to our forecasts, the company will get profit at level of 173 million UAH, but thus volume of production will slightly decrease. Considering prompt falling of actions for last month, and estimating fair value of the company, we assume that the price of privatization will be above the current market price of 80-90 %.

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As it was reported, following the results of the auction for May, 2012 an index of the Ukrainian actions, рассчитываемый  Ukrainian exchange, & nbsp; понизился  на -26,14 %  с  1 399,14  до  1 033,47  point. The total amount of the auction in May grew by UB на  32,61 %  and составил  2 811 562 245  UAH, and the total of transactions increased на  79,27 % that составило  248 489.

May was marked for the Ukrainian market by long falling. Abrupt dive was observed to the middle of month then the market managed to brake falling. & nbsp; at the beginning of the third decade even growth was observed, however it appeared fragile, and the index of UB closed month continuous распродажами.  & nbsp; & nbsp; & nbsp;

Volume of the auction on the forward market of the Ukrainian exchange in a month составил  1 915 139 558  UAH. (1 728 101 contracts) that на  81,38 %  more than last month. The number of transactions grew на  116,09 %  and составило  197 339. Volume of the auction by securities in a month составил  896 422 686  UAH. (from them volume of the auction by actions - 791 638 771 UAH.), and number of the transactions concluded at the exchange in May, составило  51 150.


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This material has exclusively information character and can't be considered as the recommendation, the offer or motivation to get or sell securities, and also other financial instruments. The estimates given in this forecast reflect personal opinion of analysts and aren't the recommendation to purchase or sale of these or those securities. This material doesn't express opinion of edition.