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.
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/
MOSKAU/AMSTERDAM (IT-Times) - Der russische Internet-Suchmaschinenbetreiber Yandex N.V. kann eine wichtige Kooperation mit dem US-Softwarekonzern Microsoft vermelden.Die Yandex N.V. hat demnach mit der Microsoft Corp. einen Vertrag unterzeichnet, um die eigene Suchmaschine als Voreinstellung auf Windows 10 Betriebssystemen zu platzieren.....
Revenues of RUB 15.4 billion ($233.1 million), up 18% compared with Q3 2014 Ex-TAC revenues (excluding traffic acquisition costs) up 18% compared with Q3 2014 Income from operations of RUB 3.2 billion ($48.1 million), down 29% compared with Q3 2014 Adjusted EBITDA of RUB 6.0 billion ($90.9 million), up 2% compared with Q3 2014 Operating margin of 20.6% Adjusted EBITDA margin of 39.0% Adjustedex-TAC EBITDA margin of 49.5% Net income of RUB 4.3 billion ($64.6 million), down 2% compared with Q3 2014 Adjusted net income of RUB 3.5 billion ($52.9 million), down 10% compared with Q3 2014 Net income margin of 27.7% Adjusted net income margin of 22.7% Adjustedex-TAC net income margin of 28.8% Cash, cash equivalents and deposits of RUB 55.1 billion ($831.9 million) as of September 30, 2015 .......
Yandex N.V. (NASDAQ:YNDX): The stock price is expected to reach $ 21.77 in the short term. The number of analysts agreeing with this consensus is 7. The higher estimate for the short term price target is at $45 while the lower estimate is at $16. The standard deviation of the price stands at $10.34.
For the current week, the company shares have a recommendation consensus of Buy. Many analysts have commented on the company rating. Major Brokerage house, Sberbank downgrades its ratings on Yandex N.V. (NASDAQ:YNDX). According to the informationavailable, the shares are now rated Hold by the analysts at the agency. The rating by the firm was issued on November 12, 2015.
The total inflow of $18.43 million in upticks was completely overshadowed by an outflow of $22.22 million in downticks, giving the up/down ratio a value of 0.83. The shares have seen a change of 7.25% in the past week.A block trade occurred in the company shares in which the composite value of the upticks was $7.95 million and the composite value in downticks was $11 million. The resultant up/down ratio for the block exchange was 0.72. The block trade had a negative money flow of $(-3.04) million.
..... 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......