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28 фев в 10:57 28 фев

❗️ Туманное будущее дивидендов от МТС

Развития у МТС уже давно нет. Идея была в ежегодном получении больших дивидендов. От нашей средней цены мы летом получили 17% дивами.

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Брал я в долгосрочный портфель эту акцию 3 мая 2022 года по 204₽.

❗❗ Компания долгие годы платила дивиденды в долг и все сопутствующие расходы покрывала за счёт повышения тарифов.

Но в октябре этого года ФАС предписал МТС понизить тарифы: ведомости

Набиуллина уже заявила, что на ближайших заседаниях повысит ставку. Компании станет дороже обслуживать огромный долг.

☝Добавьте к этому понижение тарифов и получите немалую вероятность снижения дивов в ближайшие годы.

Закрыл позицию с плюсом 20% (+17% дивов). Нам удалось заработать 37% за 10 месяцев, что я считаю вполне достойно.

Всех, кто брал, поздравляю! Отличная сделка вышла! 🤝👍

Оставайтесь в этом блоге и получайте обзоры компаний, обучающие посты и грамотную аналитику абсолютно бесплатно! ❤

Если еще не подписаны — подписывайтесь!

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