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.
In Russia, mobile Internet users have become the majority on the Russian Internet. In response to this rise, Yandex, Russia?s leading search engine, has recently made adjustments to their PPC ad platform, Yandex.Direct, to better provide for advertisers and users alike.
Russians are adapting their search strategies thanks to increased smartphone use.....
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.
: Deutsche Bank mit Buy für Yandex KZ $21.00
Yandex NV (NASDAQ:YNDX)?s stock had its ?buy? rating reaffirmed by Deutsche Bank in a research note issued on Sunday. They currently have a $21.00 target price on the stock. Deutsche Bank?s target price indicates a potential upside of 16.47% from the stock?s previous close.
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.
Kurs ist ganz gut wieder zurückgekommen ... bevor der schöne Buchgewinn komplett wieder weg ist oder ich sogar ins Minus drehe, hab ich dann heut sicherheitshalber doch erstmal verkauft. Von > 30% sind nun grad mal mickrige 9% übrig geblieben. Da ich jetzt verkauft habe, geht's bestimmt wieder aufwärts... ^^
...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.
: Report am 30.7. Consensus $0,17 for Quarter
...Looking ahead to future earnings growth, analysts are expecting Yandex N.V. (NASDAQ:YNDX) to report earnings per share of $0.17 for the quarter ending on 2015-06-30. This is the consensus EPS estimates based on the 8 brokers taken into consideration. Looking further ahead, analysts have a long-term growth earnings per share estimate of $2.17 on the stock. This is the best estimate for both earnings and revenue over the next three to five years.
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.
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......#
?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.?
Der Verkauf am 05.06. (#83) für 15,60 war 'ne gute Entscheidung. Mittlerweile wurde der Wert - auch wegen der schlechten Zahlen (Abwertung Rubel etc.) - aber so weit runtergeprügelt, dass ich heute wieder rein bin. Zumindest ein kleiner Rebound sollte doch möglich sein. Ma schaun...
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. [...]
und schon wieder mit Minigewinn von 3% ausgestoppt, obwohl zwischenzeitlich fast 30% im Plus. Schon das zweite Mal jetzt!
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...
Russia's MICEX Index rose 2.5% today, and the dollar/ruble ratio has narrowed to 64.8. WTI crude oil is up 2.4% $46.61/barrel.
The trifecta has yielded big gains for Russian search leader Yandex (YNDX +8%) and online payments leader Qiwi (QIWI +7.1%). Both companies remain over 70% below their early-2014 highs, thanks in large part to macro/forex concerns.
Separately, Russian regulators have given Google until Nov. 18 to amend its Android bundling/pre-install deals with local carriers. Yandex jumped last month after regulators declared Google's Android bundling requirements violated competition rules. EU and U.S. (FTC) regulators have also been probing Google's deals. http://www.americantradejournal.com/...-nasdaqqiwi-rally-8-15/697394/