Новости недели. Переезд Яндекса / Сезонность Whoosh / Ближайшие IPO

Summary

The 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.