Yandex - wo geht die Reise hin?
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Q1 2015 Financial Highlights(1)(2)
Revenues of RUR 12.3 billion ($211.1 million), up 13% compared with Q1 2014
Ex-TAC revenues (excluding traffic acquisition costs) up 16% compared with Q1 2014
Income from operations of RUR 1.5 billion ($25.5 million), down 45% compared with Q1 2014
Adjusted EBITDA of RUR 3.6 billion ($61.1 million), down 12% compared with Q1 2014
Operating margin of 12.0%
Adjusted EBITDA margin of 28.9%
Adjusted ex-TAC EBITDA margin of 37.1%
Net income of RUR 2.1 billion ($36.4 million), down 21% compared with Q1 2014
Adjusted net income of RUR 2.2 billion ($38.5 million), down 12% compared with Q1 2014
Net income margin of 17.2%
Adjusted net income margin of 18.2%
Adjusted ex-TAC net income margin of 23.4%
Cash, cash equivalents and deposits of RUR 47.1 billion ($805.5 million) as of March 31, 2015
"Despite a challenging macroeconomic environment, we delivered good top-line performance with text-based advertising on our own sites growing 14%. The number of advertisers we serve grew sequentially as businesses continue to respond to the inherent advantages of contextual advertising," said Arkady Volozh, Chief Executive Officer of Yandex. "We will continue to invest in our key technologies and our people in order to deliver superior products to our advertisers and our users.....
Q1 2015 Operational Highlights
Share of Russian search market (including mobile) averaged 58.6% in Q1 2015 (according to LiveInternet)
Search queries in Russia grew 3% compared to Q1 2014
Number of advertisers grew to 323,000, up 14% from Q1 2014 and up 2% from Q4 2014
Selected as the default search provider in Mozilla Firefox in Turkey
.......
http://www.nasdaq.com/symbol/yndx/real-time minus 7,25%
.. Yandex hat heute die Zahlen für das erste Quartal 2015 bekannt gegeben. Dabei konnten die Erwartungen keineswegs erfüllt werden.
Yandex konnte demnach im ersten Quartal 2015 den Umsatz um 13 Prozent auf rund 12,339 Mrd. Russische Rubel oder rund 211,1 Mio. US-Dollar steigern. Damit wurde die eigene Prognose von 15 Prozent Umsatzwachstum deutlich unterschritten. Das Nettoergebnis indes fiel sogar um 21 Prozent auf 2,1 Mrd. Rubel oder rund 36,4 Mio. US-Dollar.
Im ersten Quartal 2015 lag der Marktanteil von Yandex am gesamten russischen Suchmaschinen-Markt bei 58,6 Prozent Im vierten Quartal 2014 lag er noch bei rund 59,7 Prozent. Die Suchanfragen wuchsen gegenüber dem Vorjahr um drei Prozent. Die Zahl der werbetreibenden Kunden erhöhte sich um 14 Prozent auf 323.000......
Für das zweite Quartal 2015 prognostiziert der russische Suchmaschinen-Spezialist ein Umsatzwachstum von neun bis zwölf Prozent. Grund für das eher schwache Umsatzwachstum seien insbesondere geopolitische Risiken sowie Währungsrisiken.
Russians are adapting their search strategies thanks to increased smartphone use.....
http://russiansearchmarketing.com/new-yandex-direct-mobile-ads/
....In Conclusion
Russian ADRs are trading near to their lowest levels since 2008. Yandex is quoting at $18, less than half of it’s all time-high of $44 in 2014.
At the price of $18, the stock is quoting at a 2016 P/E of 19 and a PEG ratio of 0.83.
Investors are reluctant to buy Russian stocks due to a combination of a Russian recession, the low cost of oil, United States and European economic sanctions and the crumbling price of the Rouble.
The company has done well in tough economic and political conditions, and has huge growth potential as more and more Russian speakers gain access to the internet. Recovery in the Russian Rouble and oil prices could get the company back to growth in profitability.
I’m accumulating Yandex on every decline for a 2-3 years horizon.
Other equities research analysts have also recently issued reports about the stock. Analysts at Zacks upgraded shares of Yandex NV from a “hold” rating to a “buy” rating and set a $22.00 price target on the stock in a research note on Wednesday, May 6th. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a $27.00 price target (up previously from $25.00) on shares of Yandex NV in a research note on Monday, May 4th. Analysts at Barclays reiterated an “overweight” rating and set a $21.06 price target (up previously from $19.55) on shares of Yandex NV in a research note on Monday, May 4th. Finally, analysts at Vetr upgraded shares of Yandex NV from a “hold” rating to a “buy” rating and set a $26.75 price target on the stock in a research note on Tuesday, April 28th. One analyst has rated the stock with a sell rating, four have given a hold rating and eight have assigned a buy rating to the stock. The stock has an average rating of “Buy” and a consensus price target of $25.58.
http://sleekmoney.com/...erates-buy-rating-for-yandex-nv-yndx/279454/
...some of the best net profit margins in the industry. Year-on-year revenues have grown 28.52% from RUB 39.50bn to RUB 50.77bn, while net income improved 26.32% from RUB 13.47bn to RUB 17.02bn.....
Consensus forecast among 20 investment analysts covering Yandex also advises that the company will outperform the market. Currently there are 7 "Buys", 6 "Outperforms", 4 "Holds", 1 "Underperforms", and 2 "Sells."....
The bottom line: YNDX is a good buy for any enterprising investor with a 3-5 year investment horizon.
Optionen
| Boardmail an "migut1" |
Wertpapier: Nebius Group NV |
All eyes will be on Yandex N.V. on 2015-07-30 when the Street is expecting the company to report their quarterly numbers. Analysts will be looking for an improvement on last quarter’s numbers where the firm reported earnings of $0.12 per share for the period ending on 2015-03-31. This was $-0.02 away from what the analysts had expected, or a -14.29% surprise factor.
http://www.investornewswire.com/analyst-views/...-v-nasdaqyndx/21847/
http://www.nasdaq.com/symbol/yndx/short-interest
könnte ggfs einen schönen Short Squeeze geben
Thursday, July 30, 2015
8:00 a.m. U.S. Eastern Time (3:00 p.m. Moscow time, 1:00 p.m. London time)
http://ir.yandex.com/releases.cfm?ReleasesType=Announcements
Q2 2015 Financial Highlights(1)(2)
Revenues of RUB 13.9 billion ($250.7 million), up 14% compared with Q2 2014
Ex-TAC revenues (excluding traffic acquisition costs) up 15% compared with Q2 2014
Income from operations of RUB 2.2 billion ($39.5 million), down 40% compared with Q2 2014
Adjusted EBITDA of RUB 4.8 billion ($86.8 million), down 4% compared with Q2 2014
Operating margin of 15.8%
Adjusted EBITDA margin of 34.6%
Adjustedex-TAC EBITDA margin of 44.2%
Net income of RUB 0.4 billion ($7.6 million), down 82% compared with Q2 2014
Adjusted net income of RUB 2.8 billion ($50.3 million), down 16% compared with Q2 2014
Net income margin of 3.0%
Adjusted net income margin of 20.1%
Adjustedex-TAC net income margin of 25.6%
Cash, cash equivalents and deposits of RUB 46.9 billion ($845.1 million) as of June 30, 2015......#
http://ir.yandex.com/releasedetail.cfm?ReleaseID=924678
http://blogs.barrons.com/emergingmarketsdaily/...as-ad-revenue-slows/
..
Deutsche Analysts Lloyd Walmsley, Igor Semenov, Ross Sandler, Deepak Mathivanan and Kevin LaBuz cut their price target by $1 to $20 Thursday, implying 40% upside for the U.S.-traded shares. They write:
“While the macro situation in Russia remains challenging, we are encouraged that Yandex is starting to see signs of stabilization. The company provided full year guidance again, sees mobile ad rates converging with desktop and expects to see mobile share gains beginning in the first half as its top talent improves product across mobile search and browser. Russian courts could provide some help in the September hearing against Google (GOOGL). … [Management is] streamlining headcount and re-allocating resources to focus areas like mobile …
The company continues to lose market share driven by share losses in Chrome Browser, and across both Android and iOS [from Apple (AAPL)]. Lastly, Yandex will be switching its auction mechanism … [which] is expected to be revenue neutral in the near-term, and additive in the long-term, but pricing transitions can be disruptive in the near-term as advertisers adjust their behavior.”
Presse: Russland plant ein Kartellverfahren gegen Google
Quelle Jandaya: vor 20 Min (16:59) - Echtzeitnachricht
Russian 'Google-killer' Yandex expands to China
Russia's most popular search engine Yandex has opened a sales office in Shanghai due to a significant increase in turnover with Chinese advertisers. Yandex plans to help Chinese companies expand into Russia. [...]
https://www.rt.com/business/315003-russia-google-yandex-china/
Gedanken:
Der Gesamtmarkt sieht aber auch nach crashartiger Tendenz aus und man kann/sollte eigentlich nur traden. Bin mittlerweile stark am überlegen, das komplette Depot aufzulösen, bevor die ganzen Buchgewinne seit Jahresanfang wieder weg sind (Jahreshoch war 43% Plus ... ist jetzt innerhalb kurzer Zeit auf 16% zusammengeschmolzen). Bei den Crashs in 2008 und 2011 hab ich es geschafft, dass aus anfangs schönen Gewinnen dann am Jahresende fast 50% Minus standen. Das muss nicht noch ein drittes Mal sein...