2021 turned out to be great in the energy sector
2021 turned out to be great in the energy sector, see for yourself-oil prices have increased by more than 50%, the exchange price of gas in Europe has risen by more than 300%, and in the USA gas has risen by 75%.
And as the beginning of 2022 showed, growth can continue and this can be facilitated by steady growth in raw materials and increased geopolitical risks.
Morgan Stanley analysts identify several companies that are worth paying attention to, let's look at them:
- Gazprom(GAZP). Our national treasure, which occupies a fair place in all the tops for 2022, and not only among Russian investors. The largest investment houses forecast profit growth for 2022 by 15%, and, accordingly, the inevitable growth of quotations. And do not forget that this year investors will receive a dividend yield of about 15% (relevant today).
One of the main risks that has already filled everyone's teeth is geopolitics and possible sanctions.
- Shell(RDS.A) is an international energy company specializing in the exploration, production, processing and marketing of oil and natural gas, as well as the production and marketing of chemicals. Known in Russia for the gas stations of the same name.
On February 3, the company presented a report for the fourth quarter of 2021, which showed an excess profit of $ 6.4 billion. In addition, the company plans to buy back up to 6% of its outstanding shares, which will contribute to the growth of the shares.
Well, as a bonus, dividends-in the amount of 3% per annum, which is a good indicator for a paper traded in dollars.
- Oc Occidental Petroleum(OHU)- this is an oil and gas company.
In 2020, the company acquired a shale oil producer, greatly increasing its credit burden, which led to the loss of the investment rating and a reduction in dividends, which hit the share price quite hard.
And in general, the company would not be particularly interesting to us if it were not for the "low-carbon" direction (wind, solar energy), which the company is actively developing and which can become a potential basis for business growth.