Yandex - wo geht die Reise hin?

....It's easy to get excited about Yandex (NASDAQ:YNDX). It's Google , Uber and eBay
combined, active in (potentially) emerging markets. True, growth has been hampered by weak economic conditions in Russia, but that doesn't prevent the company posting solid results. During the third quarter (Q3), Yandex recorded revenues of RUB 19.3 billion (USD 306 million*), up 25% Year-on-Year (YoY). This number was significantly higher than the market expected:....

http://seekingalpha.com/article/...x-proving-russias-google-uber-ebay

Trumps Sieg lässt die russische Börse hoffen  

im Technologie-Sektor an der NYSE und am Nasdaq gestern
Yandex N.V. (YNDX) was one of the best performers amongst all companies listed in the technology sector on the NYSE and NASDAQ exchanges during trading on January 5, climbing 7.04% to wrap the day at $21.88 after closing the day prior at $20.44. T......http://quotes.freerealtime.com/rt/frt/...mp;symbol=YNDX&type=News

Yandex Has An Ace Up Its Sleeve
.." .I believe that, against the background of the rapid growth in business activity, observed in Russia in Q4, as well as the simultaneous growth in the Internet advertising segment in the budgets of the Russian companies, Yandex (the largest seller of Internet advertising in Russia) will be able to demonstrate revenue growth faster than the market.

The next positive factor for Yandex is a marked strengthening of the ruble due to stabilization in oil prices.Despite the fact that Yandex operates in the Russian market, the company is forced to make sure the salaries of its IT professionals meet the international standards in dollar terms. The leasing costs alsoare expressed in U.S. dollars. Thus, the strengthening of the ruble will have a positive impact on the profitability of the company....Comparing the P/S ratios, we find out that, at the moment, shares of Yandex are only slightly more attractive than shares of Google. And, as I mentioned earlier, you can count on Yandex's revenue acceleration...Yandex will publish its financial statements for 4Q 2016 in February 2017....."

http://seekingalpha.com/article/4033511-yandex-ace-sleeve  

http://finance.yahoo.com/news/...e-fourth-quarter-full-110000974.html  

Yandex NV (YNDX) on Thursday reported fourth-quarter earnings of $20.2 million.

On a per-share basis, the Schiphol, Netherlands-based company said it had net income of 6 cents. Earnings, adjusted for non-recurring costs and stock option expense, were 16 cents per share.

The Russian search engine posted revenue of $364.7 million in the period.

For the year, the company reported profit of $112 million, or 34 cents per share. Revenue was reported as $1.25 billion.

Yandex shares have climbed 16 percent since the beginning of the year. The stock has increased 72 percent in the last 12 months.

https://sg.finance.yahoo.com/news/...x-posts-4q-profit-145045314.html  

The International private nonprofit organization Internet Corporation for Assigned Names and Numbers (ICANN) has permitted creating a .yandex top-level domain for Russian Internet giant Yandex, business daily Izvestiya reported on Tuesday citing a Yandex spokesperson.
Read more: https://sputniknews.com/voiceofrussia/news/...l-internet-domain-5831/  

Yandex (YNDX) jumped more than 10% Thursday after it reported first quarter earnings and raised its revenue outlook. Amsterdam-based Yandex reported net income of 900 million rubles ($14.5 million), a decline of 23% year on year, despite a 25% rise in revenue to 20.7 billion rubles. Adjusted net income rose 18% to 3.7 billion rubles. Traffic acquisition costs rose to more than 3.8 million rubles in the quarter.
Search remained the biggest piece of revenue at 18.6 billion rubles, followed by 1.3 billion rubles from e-commerce. Yandex Taxi, which is burning through cash and was the subject of analysts questions in the quarterly conference call, saw a 75% rise in revenue year on year to $778 million. Based on a “solid start” in 2017, Yandex increased its ruble-denominated revenue guidance, saying it expected growth in the range of 17% to 20% for the full year 2017.

http://blogs.barrons.com/emergingmarketsdaily/...s-outlook-taxi-news/

und auf Anfrage erklärte CFO Gregory Abovsky zu einer denkbaren Gewinnausschüttung : that is a decision that’s made at the board level, but clearly we do feel increasingly confident about the overall economic backdrop...yes, I think, the board would feel more confident about making the cash distribution decision now than it has before.”

 

28.Juli  
http://ir.yandex.com/releases.cfm?ReleasesType=Announcements

Yandex geht auf technische Intelligenz  
https://yandex.com/company/blog/...ndustrial-revolution-steel-oil-ai/
Since its inception, Yandex Data Factory (YDF) has pioneered an innovative way to create value for companies by applying our expertise in machine learning and artificial intelligence (AI) to help solve their business needs. YDF arose as a solution to the problem many businesses faced at the peak of the big data craze. Essentially, businesses had begun amassing huge amounts of information, but were struggling to extract tangible value from this data.
The solution, of course, is in machine learning.

und selbstfahrende Autos  
Yandex’s on-demand transportation service Yandex.Taxi unveils its autonomous car project. The prototype of a self-driving car the company has developed is a step towards a comprehensive set of driverless technologies for application across a wide range of industries.
https://yandex.com/company/blog/...-unveils-self-driving-car-project/

und natürlich auch Cloud
Yandex is excited to announce it is ramping up its cloud platform initiative, Yandex.Cloud. Over the last year we have been exploring and experimenting with a cloud initiative that would combine our network of state-of-the-art data centers across Western Europe and Russia, our developer talent, and our deep expertise in machine learning and data mining to provide businesses a high-performance cloud computing platform. Today we are excited to take the next step and further expand on the Yandex.Cloud vision.
https://yandex.com/company/blog/...-platform-initiative-yandex-cloud/

 

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Russia ETF ( RSX ), which added 30,900,000 units, or a 30.2% increase week over week. Among the largest underlying components of RSX, in morning trading today Yandex ( YNDX ) is up about 0.5%, and Mobile Telesystems ( MBT ) is higher by about 2.1%.
http://www.nasdaq.com/article/rsx-scto-big-etf-inflows-cm813860

Yandey is up 2.53%  

..Obwohl Yandex mehr Anteile am neuen Unternehmen bekommt, wird Uber mit 225 Millionen Dollar mehr als doppelt so viel Geld und auch seinen UberEats Essenslieferdienst in das neue Unternehmen einbringen. Yandex selbst investiert nur 100 Millionen Dollar. Dass Uber sich damit abfindet, künftig nur noch Juniorpartner zu sein, und gleichzeitig noch mehr Geld auf den Tisch legt, zeigt wie schlecht es aktuell um Ubers Expansionspläne in Russland und den anderen Ländern steht. Yandex hat sich in den genannten Märkten bereits fest etabliert und setzte den Angreifer Uber jüngst durch aggressive Preissenkungen unter Druck...

http://winfuture.de/news,98556.html  

The agreement sent Yandex shares rocketing 17 percent in afternoon Moscow trade on Thursday and follows the merger in May of rival Russian taxi players Fasten and Rutaxi.

"With this deal Yandex eliminates an aggressive competitor which, in the long run, will lead to improved monetization and profitability," said Sergey Libin, an analyst with Raiffeisen Bank in Moscow. "It's a good deal."

The deal marks another pullback from Uber's breakneck global expansion, coming a year after its exit from China. It does have potential upside for the Silicon Valley online taxi hailing pioneer, based on its 36.6 percent stake in the merged company.....

http://www.reuters.com/article/us-uber-tech-m-a-yandex-idUSKBN19Y10V  

...the two companies have signed a non-binding term sheet to form a joint venture based on the Yandex.Market platform. The companies intend to combine the technological capabilities of Yandex and the infrastructure and technologies of Sberbank to develop a leading eCommerce ecosystem. The non-binding term sheet provides that Sberbank would invest 30 billion rubles (approximately $500M) into Yandex.Market, valuing it at 60 billion rubles (approximately $1B) on a post-money basis, before taking into account any potential future synergies. The two partners will own equal stakes in the joint venture. Up to ten percent of the company's shares will be allocated for an equity incentive pool for Yandex.Market management and employees...."

die börse honoriert es mit plus 6% in Moskau  

http://www.1prime.biz/news/archive/...C-4398-A207-69B4E463C498%7D.uif
http://www.finanznachrichten.de/...joint-venture-mit-sberbank-046.htm

merkwürdigerweise hohes Volumen in USA heute +7%  

http://marketrealist.com/2017/09/...target-price-37-20/?source=nasdaq  

http://marketrealist.com/2017/09/...target-price-37-20/?source=nasdaq
Goldman Sachs (GS) believes Yandex (YNDX) will show a strong performance in the near future. Yandex mainly operates internationally in countries such as Russia as an Internet search engine.
In the medium term, Yandex could see huge growth in its market share as the e-commerce business could see high growth in major emerging nations (EEM) (VWO).

Goldman Sachs wrote, “Yandex is Russia’s largest search engine…We expect market share growth across segments in the medium term as well as continued growth of addressable markets. Recently announced JVs will also create substantial synergies, in our view.”  

unter dem Rating liegt...
http://www.nasdaq.com/article/...s-actually-see-385-downside-cm846969  

MOSCOW (Reuters) - Russia’s anti-monopoly regulator FAS said on Friday it had approved a deal to merge the Russian ride-sharing businesses of Yandex (YNDX.O) and Uber UBER.UL, with certain conditions.....
https://www.reuters.com/article/...gulf-oil-cooperation-idUSKBN1DN0TU

MOSCOW, Nov 24 (PRIME) -- Russia’s Federal Antimonopoly Service approved on Friday a merger of online taxi hailing services Yandex.Taxi and Uber on the local market with a warrant, according to the authority’s Web site. In July, Yandex and Uber agreed to merge their taxi businesses in Russia and some CIS countries into a company called NewCo, where Yandex will own 59.3%, Uber 36.6%, and 4.1% will be held by employees of the company.

Uber will invest U.S. $225 million and Yandex will contribute $100 million to NewCo. The deal is expected to be closed by 2018.
http://www.1prime.biz/news/archive/...F-434E-85ED-FF5008851959%7D.uif  

Russian search giant Yandex (YNDX +1%) is reorganizing and moving its media services into a new unit, Bloomberg reports.
The move is designed to ease management and give a boost to sales, according to the company. The move is similar to the reorg of its online taxi and e-commerce businesses, before those were point into joint ventures with Uber and Sberbank.

The new unit will encompass the company's music streaming, movie-recommendation service Kinopoisk, entertainment guide and its TV guide.

https://seekingalpha.com/news/...eorganizes-media-businesses-new-unit

übrigens Sberbank hat ein Joint Venture mit Yandex und will eine Platform wie Amazon

"Zwei russische Unternehmen investieren nun in die Amazon-Alternative Yandex.Market.
Yandex ist im Westen als russischer Google-Konkurrent bekannt. Doch in Wirklichkeit bietet der russische Internet-Konzern viele andere Dienstleistungen, darunter einen Kartendienst und eine Taxi-App. Zu den Produkten zählt auch die Online-Plattform Yandex.Market, das stark an den Amazon Marketplace erinnert.
Von Bekleidung über Haushaltswaren bis zu Spielkonsolen bietet der russische Internet-Marktplatz alles, was das Herz begehrt. Dabei verkauft Yandex die Produkte nicht selbst, sondern fungiert als Vermittler zwischen Käufer und Händler. Nun hat der Konzern einen Paukenschlag angekündigt.
Offenbar plant Yandex ein Gemeinschaftsunternehmen mit der russischen Sberbank. Dies geht aus einem Bericht der Wirtschaftszeitung Wedomosti hervor. ..."
 

" Der russische Internet-Konzern Yandex, der für seine Suchmaschine und Taxi-Service bekannt ist, will eine Mitfahrzentrale eröffnen. In der App „Yandex.Navigator“ startete am heutigen Mittwoch eine Testphase.

In spätestens zwei Wochen soll die Mitfahrzentrale für alle Nutzer eröffnen, erklärte ein Unternehmensvertreter gegenüber der Wirtschaftszeitung Wedomosti. Über die Investitionshöhe könne jedoch keine Auskunft gegeben werden. Der Service für Mitfahrgelegenheiten folgt wenige Wochen auf eine Ankündigung von Yandex, in den Moskauer Carsharing-Markt einzusteigen. ...

https://ostexperte.de/yandex-mitfahrzentrale  

Yandex (NASDAQ:YNDX) today provided an update on the timing of the proposed merger of Yandex.Taxi and the Uber ride-sharing businesses in Russia and neighboring countries. The parties are currently finalizing preparations for closing, and now anticipate that the combination will complete in the first half of February 2018.
In July 2017 Yandex and Uber announced the intention to combine their ride-sharing businesses in Russia, Kazakhstan, Azerbaijan, Armenia, Belarus and Georgia. In late 2017 the companies received all necessary regulatory approvals. After the closing, consumers will be able to use both Yandex.Taxi and Uber apps, while the driver-side apps will be integrated. Uber will also contribute its UberEATS business in the region to the combined company.....

http://www.nasdaq.com/press-release/...ber-transaction-20180131-00136  

https://www.cnbc.com/2018/01/25/...cial-results-on-february-15th.html  

http://tass.com/economy/989224  

...Der Taxi-Dienstleister Yandex.Taxi, der momentan mit Uber in Russland und den benachbarten Ländern fusioniert, will die Food-Lieferservices Foodfox und UberEATS zu einem Service Yandex.Eda vereinen, berichtet Interfax. Folglich wird Yandex.Eda Teil des russisch-amerikanischen Joint-Ventures sein und die russische Filiale von UberEATS sowie den im November 2017 erworbenen Lieferservice Foodfox kontrollieren. Somit beläuft sich der Anteil von Yandex.Taxi am Stammkapital der OOO Yandex.Eda auf 99,9 Prozent. Der russische Markt für Food-Lieferservices boomt, seitdem mehrere Investitions-, Fusions- und Übernahmeverträge letztes Jahr abgeschlossen wurden...

https://ostexperte.de/yandex-eda/  

, Tim Seymour recommended a long position in Yandex NV
YNDX
https://www.cnbc.com/video/2018/03/07/...yandex-dollar-tree-more.html  

nach den neuen Sanktionen gegen Russland stand da irgendwo heute schon wieder minus 0,16%
in Moskau

da gibts auch ne  Analyse zur Performance  http://www.stocksgallery.com/2018/04/10/...l-p-etp-is-stand-at-16-35/  

"....Yandex is similar to Google or Baidu. In essence, it's a search engine that has developed new products and services around its main business. Yandex is focused on developing more efficient processes for industrial players. A good bet, as it's well known that Russia could do better in this regard. While international sanctions might hurt the Russian economy, it could very well stimulate further efficiency improvements driving by domestic firms. Needless to say, anything sensitive to national security will not easily be 'outsourced' by the Russians.
Another reason to include Yandex in this list is the drop from the highs. The stock is currently trading around $34 while it used to trade at $41 in February..."

https://seekingalpha.com/article/...on-artificial-intelligence-market