Yandex, die kleine russische Google! Möchte mal eine Disskussion anregen, die letzten 3 Tage ging es mit diesem Wert steil nach oben, nur um gestern wieder fast alles gewonnene abzugeben. Beobachte diesen Wert schon eine Weile, suche und warte noch auf den richtigen Einstiegsmoment. Google hat auch mal klein angefangen.
..... I think that the combination of factors have made Yandex (NASDAQ:YNDX) a good bet at today's prices. In fact, I think it's possible that the company could have a better-than-expected 2016 when all is said and done. Against the backdrop of a falling ruble and GDP that has shrunk over 4% during the second and third quarters of 2015, Yandex -- the company -- has performed exceptionally well. The same cannot be said for Yandex stock, which is down 70% from the highs it reached in early 2014. while revenue decelerated throughout 2014, it actually accelerated as the Russian economy began to stall. That's no small feat. In fact, during the first nine months of 2015, Yandex was able to grow text-based advertising by 15%. For context, this revenue stream accounts for 92% of the company's top line......
Revenues of RUB 18.1 billion ($248.3 million), up 23% compared with Q4 2014 Ex-TAC revenues (excluding traffic acquisition costs) up 24% compared with Q4 2014 Income from operations of RUB 2.7 billion ($37.5 million), down 39% compared with Q4 2014 Adjusted EBITDA of RUB 6.6 billion ($90.0 million), up 8% compared with Q4 2014 Operating margin of 15.1% Adjusted EBITDA margin of 36.3% Adjusted ex-TAC EBITDA margin of 45.6% Net income of RUB 2.9 billion ($39.1 million), down 62% compared with Q4 2014 Adjusted net income of RUB 3.6 billion ($49.8 million), down 8% compared with Q4 2014 Net income margin of 15.8% Adjusted net income margin of 20.1% Adjusted ex-TAC net income margin of 25.3% Cash, cash equivalents, term deposits and short-term investments in debt securities of RUB 60.7 billion ($832.9 million) as of December 31, 2015
For the full-year 2015, revenue climbed 18% to 59.8 billion RUR, above guidance provided last quarter for 2015 ruble-based revenue to climb 14% to 16%. Revenue excluding traffic acquisition costs -- which Yandex likens to sales commissions -- climbed 24% year over year in Q4 to 14.4 billion RUR. Adjusted EBITDA rose 8% year over year to 6.6 billion RUR Share of the Russian search market averaged 57.3%, up from 57.1% last quarter Google also increased its share of Russian search from 35% last quarter to 35.2% in Q4, but has begun to lose ground to Yandex so far in 2016. Yandex's share climbed to 58% in February, thanks primarily to a 200 basis point gain in desktop search share.
geführt hat wegen der vorinstallierten Android App von Google
http://thehackernews.com/2016/03/preinstalled-google-apps.html The Giant search engine Google has lost an anti-monopoly appeal in Russia against ruling related to its Android mobile OS The Moscow Arbitration Court on Monday ruled that Google had violated its dominant position with the help of its free open source mobile platform "Android" by forcing its own apps and services like Youtube, Google Map, and others, on users ? reducing competition. The complaint was brought against Google last February by competing search engine Yandex ? Russian Counterpart of Google ? which had argued that Google broke competition rules by requiring handset manufacturers to pre-install its apps on Android phones and tablets.
Citi?s Brady Martin and Atul Mehta write: We maintain our target price of 1,150 Russian rubles and upgrade to Buy ? but see little upside in Mail.ru ? ?In fourth quarter 2015 for the first time in a year the Russian advertising market posted growth rather than a decline (+0.5% year-over-year vs. 17.3%/15.4%/ 8.1% declines year-over-year in Q1/ Q2/ Q3). The stabilization in the overall advertising market fuelled a surge in internet advertising growth rate to 21.3% in Q4 (vs. 9.0%/ 10.7%/ 14.9% growth in Q1/ Q2/ Q3 respectively) ? the highest growth rate since the first quarter of 2014. The structural growth of internet advertising continued, with internet?s share of the total ad market rising to 31.6% in fiscal 2015 (vs. 24.9% in fiscal 2014).According to liveinternet.ru, in February Yandex actually demonstrated appreciable search share gains (+70 basis points month-over-month to 57.8%) after years of steady decline........
http://blogs.barrons.com/emergingmarketsdaily/...de-goldman-upgrade/? ...The Goldman report, which upgraded the stock to Buy, was issued Monday. Yandex shares are up 6% so far this week. The Market Vectors Russia exchange-traded fund (RSX) is up 2.8% this week, up nearly 16% this year, and down 10% over 12 months.Goldman analysts Alexander Balakhnin, Stanislav Kondratyev and Alexandra Walvis expect strength from first-quarter results on April 28, including a 23% rise in revenue.......
http://www.bloomberg.com/news/articles/2016-06-02/...erce-for-growth? In a Google-dominated world, Yandex became Russia?s largest internet search engine by offering a better way to interpret the peculiarities of Slavic grammar. And two years before Uber made it to the country, Yandex started a ride-hailing service that?s become the market leader in Moscow. Now the company is targeting a business ruled in many places by another American behemoth, Amazon.com, with a renewed bet on e-commerce as expansion in its search business begins to slow. .........
* Sees 2016 revenue rising 22-24 percent, previously forecast growth of 19-22 percent;
* Q3 revenues rose 25 percent year-on-year to 19.3 billion roubles ($306.3 million);
* Share in the Russian search market, including mobile, averaged 55.9 percent in Q3 compared to 57.0 percent in Q2, according to LiveInternet;
* Q3 adjusted EBITDA (earnings before interest, taxation, depreciation and amortisation) increased 14 percent year-on-year to 6.9 billion roubles;
* Q3 net profit at 2.4 billion roubles, down 43 percent year-on-year mainly due to a foreign exchange loss and an increase in sales, general and administrative costs which grew faster than total revenue; * Foreign exchange loss in Q3 was 432 million roubles; * Q3 adjusted net profit at 3.8 billion roubles, up 8 percent year-on-year;
* Cash and cash equivalents stood at 66.2 billion roubles as of Sept. 30, 2016;
* "Revenue and EBITDA continued to grow strongly in Q3, boosted by innovation on our advertising platform. -.......
....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:....
: Yandex ist einer der am besten performenden Werte
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....."
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.
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.?
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
..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...
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.....
...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...."