Новости недели. Переезд Яндекса / Сезонность Whoosh / Ближайшие IPO

PROFIT

28 Jan 202411:37

Summary

TLDRThe hosts welcome viewers back after a break, outlining plans to add more guests and cover more IPOs in 2024. They review recent news: Henderson promised growing dividends; Yandex received a tender offer but details are unclear; MMK announced small dividends; Nornickel expects 15% net profit growth, though not enough to call it a growth company; and Delimobil plans an unappealingly cheap buyback. They then preview upcoming IPOs from Delimobil, Diasoft, and possibly MTS Bank, promising more details soon. Finally, they look ahead to upcoming earnings reports from Positiv, Astra Space, and others that may provide buying opportunities.

Takeaways

👋 The host is returning to YouTube after a break to share updates.
🎤 They plan to invite more interesting guests and feature IPOs more frequently.
🚗 Delimobil and another company will be featured to discuss their upcoming IPOs.
📊 The host will analyze whether these IPOs are worth investing in.
💰 An overview of recent financial news and earnings reports from companies like Henderson, Yandex, and MMK is provided.
🚴‍♀️ Vusch, a bike-sharing company, saw significant growth in trips, riders, and reduced seasonality.
🌍 Vusch is expanding into Latin America, which could further reduce seasonality.
📈 Astra and Positive, two companies in the technology sector, are discussed, with a focus on their growth potential and stock performance.
🗓️ The host will release a summary video on Thursday about plans for 2024, focusing on facts and figures.
📢 The host encourages viewers to subscribe to their Telegram channel for more updates and information.

Q & A

What is the overall tone and sentiment of the transcript?
-The tone is upbeat and optimistic. The speaker seems excited about the future prospects and plans for the YouTube channel.
What are some of the key plans mentioned for the YouTube channel in 2024?
-Key plans include having more guests and interesting speakers, covering more IPOs (initial public offerings), providing weekly news and updates, and creating more condensed content/summaries.
What are the speaker's views on the Henderson and Yandex stocks?
-The speaker recommends waiting and watching Henderson more as growth may be temporary. For Yandex, he advises holding for now but being cautious due to uncertainties.
What does the speaker think about dividends from Metalloinvest (MMK)?
-He thinks the dividends are decent but relatively weak compared to industry peers, given new capacity coming online.
What happened with the Kiwi Group that led the speaker to sell the shares?
-There were undesirable corporate actions - an attempt by the majority owners to buy out minority holders at an extremely low valuation.
How did the Wheely company's metrics change in the last quarter?
-Total rides increased by 87%, fleet size grew by 83%, and rides per active user went up by 34%.
What is the speaker's view on removing seasonality for Wheely?
-He is very positive about the moves to expand to warmer cities and sell annual subscriptions which helped smooth revenues over winter.
Which companies are expected to IPO soon?
-Delimobil, Diasoft, and MTS Bank have announced plans or interest for an upcoming IPO.
What upcoming catalysts are mentioned for Astra and PhosAgro?
-Astra will report shipment data and guidance on Wednesday. PhosAgro will give guidance and plans on Thursday which the speaker expects to be optimistic.
Does the speaker view Astra and PhosAgro stocks favorably for accumulation on dips?
-Yes, he thinks both companies have interesting underlying business and growth to be good long-term investments at current prices.

Outlines

00:00

📣 Updates and Future Plans for the YouTube Channel

The speaker begins by greeting the audience and expressing hope that everyone is doing well after a break from recording. The focus shifts to upcoming changes and additions to their YouTube channel. They intend to diversify content by including more guests and covering a wider range of topics than in the previous year. Emphasis is placed on weekly news, new IPOs, and detailed discussions on companies planning to go public soon, including Delimobil, with another company's details to be revealed on Wednesday. The speaker appreciates the audience's support and comments, particularly mentioning Vasya Oleynik's replacement. They promise a concise summary of discussions to save viewers' time, emphasizing facts and figures without filler content. The script highlights an interesting year ahead with expected legislative changes and a significant number of IPOs, suggesting that the channel will provide valuable insights into these developments.

05:02

🚫 Cautionary Advice on Investments and Market Analysis

This section delves into cautionary advice regarding investments, specifically addressing the law on 'unjust enrichment' and its implications for investors. The speaker warns about the risks of accepting offers without understanding their consequences, particularly in relation to taxes and discounts on purchases. The discussion extends to dividend expectations from various companies, comparing them with industry standards and highlighting their potential impact on investment decisions. The narrative shifts to a critical view of certain corporate actions and advises caution, sharing personal experiences with company stocks. The paragraph also touches on the growth of a scooter rental company, noting its strategic expansion and the reduction of seasonal revenue fluctuations. Lastly, it previews upcoming IPOs, including Delimobil and Diasoft, and teases further details to be shared in future updates.

10:04

🔍 Market Predictions and Closing Remarks

The final section presents the speaker's skepticism towards overly optimistic market forecasts, specifically mentioning the companies Astra and Positiv. Despite high expectations, there's a cautionary tone about the reliability of these predictions. The speaker anticipates new data releases and plans from these companies, highlighting the potential investment opportunities if current prices are favorable. There's a hint of excitement for the upcoming year, with plans to cover more IPOs and a call to action for viewers to subscribe to their Telegram for immediate updates. The conclusion serves as a reminder of the video's purpose: to provide viewers with informed, concise content about the financial market's future, focusing on the year 2024.

Mindmap

Keywords

💡dividends

Dividends refer to the portion of a company's profits that are paid out to shareholders. The video discusses dividend payments from several companies, indicating this is an important consideration for investors. For example, HENDERSON promises to pay 25 RUB per share in dividends this year, with increases in the coming years.

💡IPO

An Initial Public Offering (IPO) is when a private company first sells shares to the public on a stock exchange. The video mentions that many IPOs are expected in 2023, so this concept is central to the investment opportunities being presented.

Highlights

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