Yandex - wo geht die Reise hin?
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| Eröffnet am: | 12.12.12 12:41 | von: bodohans123 | Anzahl Beiträge: | 396 |
| Neuester Beitrag: | 19.10.24 23:27 | von: MrTrillion3 | Leser gesamt: | 150.875 |
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Read more: http://www.nasdaq.com/article/...oving-average-cm363750#ixzz35RTCgIlW
Angehängte Grafik:
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....Auto.ru's users have access to the largest online motor vehicle classifieds catalogue in Russia, which includes more than 400,000 unique listings for all types of new and used motor vehicles, placed by both auto dealers and private individuals. Currently, it is rated as one of the best among the top-3 vehicle classifieds website in Russia.
Read more: http://www.nasdaq.com/article/...ln-cash-20140616-00122#ixzz35RUEZzfN
Yandex Rising: Q2 Beats, Affirms Full Year Guidance
http://blogs.barrons.com/emergingmarketsdaily/...-full-year-guidance/
....Yandex affirmed its full-year growth forecast today, saying revenue there will grow 25-30% this year.
Yandex’s market share in Russia fell slightly from 62% to 61.6% in the second quarter, while Google‘s (GOOG) rose from 27.1% in the first quarter to 29.1% at the end of June. This should not be a concern, noted Deutsche Bank analysts Lloyd Walmsley and team in a note published yesterday:
We do not believe this referral traffic share loss, however, reflects much loss of query share, at least for Yandex (if not for Mail.ru). Rather, we believe that Yandex is providing more answers in its search results, allowing users to get what they need without clicking through to a third party link (e.g. a referral), which is what LiveInternet.ru data measures as a publisher-side analytics tool. Further, we think Google has made tweaks to allow some of its referrers that were previously partially hidden to sites like LiveInternet to become more visible. To some extent, however, the share loss also reflects summer seasonality, when users are at work less and at home more, where Google’s share tends to be higher.
Yandex is down 30% this year because of Russia’s conflict with Ukraine.
Growth stocks can be some of the most exciting picks in the market, as these high-flyers can captivate investors’ attention, and produce big gains as well. However, these can also lead on the downside when the growth story is over, so it is important to find companies which are still seeing strong growth prospects in their businesses.
One such company that might be well-positioned for future earnings growth is Yandex N.V. (YNDX). This firm, which is in the Internet Content industry, saw EPS growth of 48.2% last year, and is looking great for this year too.
In fact, the current growth estimate for this year calls for earnings-per-share growth of 825.2%. Furthermore, the long-term growth rate is currently an impressive 16.6%, suggesting pretty good prospects for the long haul.
And if this wasn’t enough, the stock has actually seen estimates rise over the past month for the current fiscal year by about 971.6%. Thanks to this rise in earnings estimates, YNDX has a Zacks Rank #2 (Buy) which further underscores the potential for outperformance in this company.
http://www.zacks.com/stock/news/158286/...-an-impressive-growth-stock
da braucht bloss ein Saudi zu sagen Öl wird nicht auf 20$ fallen ,dann gehen die russischen Aktien hoch
http://www.bloomberg.com/news/2015-01-21/...to-20-or-25-a-barrel.html
oder dies :Opec wird zuerst nachgeben http://www.bloomberg.com/news/2015-01-21/...-drillers-poll-shows.html
Meiner Ansicht nach eine der besten Internetbuden aktuell.
Gerade da der Suchalgorythmus mit Kyrillisch umgehen kann, haben sie einen guten Doorkeeper vs. Google.
Optionen
| Boardmail an "Sui77" |
Wertpapier: Nebius Group NV |
Hier sehe ich gerade langfristig gute Kurse.
Die Suchmaschiene von Yandex ist sehr gut und sehr schnell,dazu auch noch optisch schoener und uebersichtlicher.
Despite Significant Drop,Yandex Shares Remain Overvalued
http://seekingalpha.com/article/...op-yandex-shares-remain-overvalued
Summary
The size of the Russian internet advertisement market could more than double by 2019.
A structural shift to online advertisement mitigates the impact of declining ad spending overall.
Google may be reducing its operations in the region leaving little to no competition for Yandex.
Yandex.Market provides budding opportunity in E-commerce.
The market is pricing in continued resilience to macroeconomic pressures leaving little room for error.
In the United States, Google (NASDAQ:GOOG) dominates the online search business with a 67% share of online searches. In Russia, the dominant player is Yandex which handles 62% of online searches. Google entered the Russian market in 2001 and struggled initially with language barriers, only carving out 5% of the market by 2006. Google opened its first office in Russia in 2006 and by 2012 its market share grew to 25%.
In einem Search-Vergleich kommt der Verfasser zu dem Schluss,dass Yandex deutlich besser ist als Google
...Google does not surpass Yandex in search quality and in some cases lacks features which Yandex supports. Google adequately interprets the Russian language, but this in itself is not enough to merit switching from Yandex to Google.Yandex's biggest advantage is its superior ad selection.....
Data from TNS Web Index shows that 71% of the population in cities with over one million has internet access. The overall country average is dragged down by more rural areas where only 51% of the population has internet access. Approximately 90% of people age 12-34 have internet access while less than half of people 35+ have internet access. Getting the older population and those living in rural areas on the internet may prove to be more difficult than getting the young population in the cities on the internet. This explains the slowing growth of internet users in the past few years and suggests that growth will remain relatively slow in the years to come.
....The Russian ad market has been rapidly shifting money away from newspapers and magazines and toward the internet. In 2013 according to UBS estimates, ad spending in newspapers and magazines fell 2% and 10% year over year respectively while internet ad spending rose nearly 30%. Internet ad spending now represents over 20% of total ad spending in Russia. behind only TV ads which comprise approximately half of ad spending.....
While Yandex currently generates almost all of its Revenue from advertisements, there is significant option value embedded within many of the other services Yandex operates. Some of these services generate a significant amount of traffic compared to Yandex.ru. Yandex Mail, Yandex Maps, and Yandex news, all approximately generate half as much traffic as Yandex.ru. If these services are developed and monetized, they could contribute significantly to revenue and the value of the business.
Yandex Market in particular provides a significant opportunity in e-commerce. According to Ecommerce Europe, e-commerce grew 47% in Russia in 2013. 32% of the adult population shopped online in 2013 and spent on average $520 (or 20,000 RUB). In total, e-commerce spending reached $17 billion (660 billion RUB). East West Digital News estimates that the market grew at least 27% in RUB terms in 2014. In the next five years, the market may expand to as much as $40-$50 billion and in the long term (10+ years) the ultimate size of the market may reach more than $100 billion.
There are significant challenges remaining in the development of e-commerce in Russia. The main obstacle is an expensive and inefficient postal system. Domestic shipments often take weeks to be delivered and cross-border shipments may even take months. If a customer is not home when a package is to be delivered, the postal service is supposed to leave a note in the mailbox. These notes are often not left, and packages end up being returned to sender without the customer even being notified. To make matters worse, the postal service charges a "storage service fee" which is added if a parcel is not picked up within a few days. One positive development for the postal service in 2014 was the percentage of packages lost or stolen fell below 1%.
...Using my assumptions, I forecast EPS can grow from 37 RUB per share in 2015 to 95 RUB per share in 2020, an increase of 256% or a CAGR of 20.75%...
According to Thomson Reuters data, Yandex's forward twelve month (FTM) PE ratio has ranged from as high as 80x to the recent lows around 20x. ..Yandex is currently trading at a PE of around 23.5x compared to an average PE of 29.7x among comparables.
Despite rapidly expanding CapEx over the next year, I expect free cash flow generation to be very strong and continue to grow impressively over the next five years.Using a WACC of 10.6% and a terminal growth rate of 3%, I calculate Yandex shares are worth 1,102 RUB per share, or $16.95 USD based on DCF valuation.....
Conclusion
Yandex is the leading player in an underpenetrated rapidly growing market and has the potential to grow its earnings for quite some time. Despite this, Yandex remains highly valued, and the potential ROI is low relative to the high levels of risk associated with investing in Russia during this unstable period. ....Even using optimistic growth assumptions and a PE of 30x, my model suggests Yandex has only 15% upside. This leaves very little margin of safety considering the high degree of volatility in the macroeconomic environment in Russia. In a downside scenario, Yandex is likely to depreciate 25-30% plus any potential negative impact from the ruble.
zumindest der Browser scheint mir in der aktuellen Version wenig durchdacht zu sein. Auf den ersten Blick sah er ja ganz gut aus, so wie die Suchmaschine selber auch; wenn die Suchmaschine allerdings ähnlich mangelhaft ist wie der Browser, dann haben die keine Chance. Wollte ja schon einsteigen, aber das überlege ich mir doch noch einmal. Vielleicht eher eine USD oder EUR-Anleihe, wenn Moodys demnächst ebenfalls das (m.E. schwachsinnige) Downgrade auf Ramsch ausspricht.
könnte ein Zock werden
Neue Parking APP für Moskau richtig clever
http://finance.yahoo.com/news/...es-parking-app-moscow-120000662.html
...With the Yandex.Parking app, there is no need to drive the streets to find a parking spot or even leave your car to pay for it. The app shows more than 6,000 municipal parking areas on a map, with information about the availability of vacant spaces updated every 10-15 minutes. It also shows parking fee rates and provides a choice of easy payment methods from within the app....
On a per-share basis, the The Hague, Netherlands-based company said it had net income of 42 cents. Earnings, adjusted for one-time gains and costs, came to 22 cents per share.
The Russian search engine posted revenue of $260.7 million in the period.
For the year, the company reported profit of $302.5 million, or 93 cents per share. Revenue was reported as $902.4 million.
http://finance.yahoo.com/news/yandex-posts-4q-profit-113339667.html
eb 18 (Reuters) - Russia's biggest Internet search engine Yandex said on Wednesday it expected first-quarter revenues to grow by about 15 percent, year-on-year, after a 21 percent growth rate in the previous quarter.
The company, which is ahead of Google in Russia with a market share of about 60 percent, said its outlook was limited to quarterly guidance because of a high level of uncertainty over the economy.
Yandex reported fourth-quarter revenues of 14.7 billion roubles ($235.4 million) and said net income jumped 126 percent from a year ago to 7.6 billion roubles, boosted by a 4.7-billion-rouble foreign exchange gain.
Adjusted net income grew 13 percent to around 4.0 billion roubles while earnings before interest, taxation, depreciation and amortisation (EBITDA) increased 18 percent to 6.1 billion roubles, it said in a statement.
Optionen
| Boardmail an "Sui77" |
Wertpapier: Nebius Group NV |
Yandex konnte demnach im vierten Quartal 2014 den Umsatz um 21 Prozent auf rund 14,667 Mrd. Russische Rubel oder rund 260,7 Mio. US-Dollar steigern. Das Nettoergebnis erhöhte sich sogar um 126 Prozent auf 7,572 Mrd. Rubel.
Auf Gesamtjahressicht wuchs der Umsatz bei Yandex um 29 Prozent auf 50,767 Mrd. Rubel. Das Nettoergebnis stieg dabei um 26 Prozent auf 17,02 Mrd. Rubel.
http://www.mideasttime.com/...-raised-to-buy-at-vetr-inc-yndx/341595/
http://www.fool.com/investing/general/2015/02/24/...about-google.aspx
2/17/2015 – Yandex NV was upgraded by analysts at Vetr from a “hold” rating to a “buy” rating. They now have a $20.07 price target on the stock.
2/17/2015 – Yandex NV was upgraded by analysts at Zacks from an “underperform” rating to a “neutral” rating. They now have a $17.40 price target on the stock.
2/17/2015 – Yandex NV had its price target lowered by analysts at JPMorgan Chase & Co. from $45.00 to $24.00. They now have an “overweight” rating on the stock.
2/16/2015 – Yandex NV had its “sell” rating reaffirmed by analysts at Raiffeisen Centrobank AG. They now have a $13.10 price target on the stock.....
http://sleekmoney.com/...s-ratings-changes-for-yandex-nv-yndx/159810/
....Russia opened an investigation into Google last month after Yandex asked for a review of the U.S. company’s Android mobile operating system. Yandex has seen its share of the domestic search market slide to 59 percent from 62 percent in a year and it’s being outpaced by Google in mobile queries, surveys show.
...Russia was for many years considered a rare exception to Google’s global domination in Internet searches. That is beginning to change as Yandex’s share of total queries in Russia slips while Google’s portion reached 32 percent last month from 27 percent in February 2014, data collected by LiveInternet.ru show.
-......
Yandex’s strategy may benefit from the political climate, with Russia locked in a yearlong standoff with the U.S. and the European Union over the annexation of Crimea. President Vladimir Putin has been critical of American dominance of the Internet, saying last year that the Internet was a creation of U.S. spy agencies.
Putin has moved to increase government oversight of Internet media by requiring bloggers with at least 3,000 daily readers to register with the state, making them as liable for what they publish as established media. In April he signed legislation requiring Internet companies to store users’ information in Russia.
“Yandex expects a ruling in its favor and sees it as a silver bullet,” Sergey Libin, a Moscow-based analyst at Raiffeisenbank, said by phone on Feb. 27. “The reality is that Internet users are migrating to mobile, and since Android devices dominate mobile, Google dominates that segment.”
Yandex Chief Executive Officer Arkady Volozh on Feb. 18 cited “challenging economic headwinds, including substantial currency fluctuations” as the company said it couldn’t give a full-year forecast. Sales growth will slow to 15 percent this quarter, the company said. Yandex is expanding into businesses such as online-taxi services, classifieds and big-data processing to diversify.
“Why do we prefer Yandex? — Yandex shares have underperformed year to date. Contextual advertising (>90% of Yandex revenues) was the only segment of the Russian advertising market to grow in 4Q14, which should support Yandex’s superior growth profile. While Yandex may see more near-term margin downside, we do not believe this is a long-term trend. While Mail.ru has potential catalysts, these are unlikely to materialize until 3Q15, in our view.”.....
http://blogs.barrons.com/emergingmarketsdaily/...-downgrades-mail-ru/
mittelfristig ein Übernahmeziel sein??
Die derzeitigen Kurse sind interessant zum Einstieg.
Das Geschäftsmodell funkioniert, Umsatz und Gewinn wachsen.
Was noch fehlt ist eine grössere Marktdurchdringung, bislang ist Yandex in Russland, Ukraine, Türkei und ein paar anderen kleineren Ländern vertreten.
Weiss jemand wie sich das Geschäft in der Türkei entwickelt?
In ein 1-2 Jahren kann Yandex sicherlich viel höher notieren als heute.
I recommend that investors carefully accumulate Yandex shares (investment horizon: 3-5 years), especially in a range of $9.00-$12.00, based on:
Good 4Q2014 results;
good fundamental indicators;
very good opinion about most recent products and services; and
attractive technical situation.
Note: There's a big political risk related to the shares from the region. Investors should be very careful. Constant monitoring of the political situation in Eastern Europe is essential.
Justification
- The company is a leader in its market.
- Yandex shows pretty solid financial results.
- YNDX's products have a good reputation among professionals and journalists.
The share price reached an all-time low last month and still remains close to it.
- Price of shares undervalued for political reasons.
Fundamental Analysis
Yandex recently offered good financial results. 4Q2014 revenue jumped 21% year over year to 14.7 billion Russian rubles ($260.7 ml), with net income equal to 4.0 billion RUB ($70.5 ml), which means $0.42 per share. Strange as it may be, this good report had no impact on the price of shares so far. The company's ROI is still at a good level (15.20%). Yandex remains the leader of the Russian Internet search market with 59.7% market share (a decrease from 61.9% a year ago).
........
Summary
The company may turn out to be an interesting investment in the coming quarters. Maybe a double bottom or long-term consolidation at $14.00-$15.50 will offer a good start for accumulation of shares. If the share price will decline below $14.00, it will be a good opportunity.
http://seekingalpha.com/article/...des-good-products-and-good-results