+ Watch YNDX
on My Watchlist
I like the P/FCF valuation here. While the Russia-Crimea situation raises risks, I also suspect that a huge hunger for "news" on what's going on, plus accelerated social media activity, will work to boost Yandex's business for the duration of the crisis.
The search brand in Russia which is likely to react even more negatively to US brand given the Crimea sanctions. Long term this will grow strongly even if there are months or perhaps even years of tentative share price growth
Oversold (P/E 25x) against Sales/Income growth rates of about 40% per year in the past consecutive 3 years.
Russian google. Political events don't change the companies long term performance! Buy on dips, add to the position
Putin is, unfortunately, not a man that has the interests of others first and foremost on his mind. But Yandex, the Google of Russia, has dropped in price out of overblown fears that Putin will become the next Stalin, which is highly unlikely. And Yandex itself is not a Russian company––it's Dutch––but it's market is in Russia. So when political upheavals create a sharp drop in price, Monkey gets interested. When the political upheaval appears more smoke than fire, that's a buying opportunity. So think Google, think Baidu and think of the huge upside. And if Putin turns out to be more dangerous than we think, we'll have bigger issues on our hands than stock picking.
Relative monopoly status in home market.Well managed, good product, a lot of students in Russia prefer them to google, they give much betterresults in Russian for search and their maps are a lot better (google not so reliable there). Strong home base advantage and probably no risk of losing out to foreign competition any time soon.Short term hit due to political tensions, but look term position strong as the local leader like Google or Baidu.
1/3 haircut due to slightly soft earnings and Russia/Crimea tensions. That doesn't change the fact that they have 63% of the growing Russian search market and are expanding into Ukraine, Turkey, and other European countries. They should grow revenue 25-30% annually for the next 3-5 years.
Definite outperform due to excessive selling caused by we-all-know-what-and-where although the company isn't affected by it nearly at all. I'm in until it creeps back up to near pre-annexation levels.
company seems unaffected by crimea (unlike the stock)
just got in. as bob marley sang,,:every thing will be alright..."
The Google of Russia has a 62% Market share.And with a 25% price drop since jan. 2014 it is now proces very well,As the long term potential remains very strong (see Baidu)
It's hit worse than it deserves to be.
assuming that global 'leaders' start gaining some maturity in 5 years, buying YNDX at around $32 should be rewarding.
It's the Google of Russia, value priced.
My Recency + Exposure Theory
Russia still has many untapped consumers coming online still
Yandex N.V. (Yandex) is an Internet company in Russia. During the year ended December 31, 2011, the Company generated 63.3% of all search traffic in Russia, and 60.6% in December 2011, and its Yandex sites attracted 45 million visitors in December 2011. It also operates in Ukraine, Kazakhstan, Belarus and Turkey. Yandex also aggregates and organizes local, national and international content and offers a range of additional services. Its search and a number of its services are location-based and are available in versions tailored for mobile and other digital platforms and devices. The Company offers access to its search engine through personal computers, mobile phones, tablets, and navigation and other digital devices. It also offers a range of specialized search, personalized and location-based services, including Yandex.News, Yandex.Market, Yandex.Mail and Yandex.Maps. In October 2013, Yandex NV announced the acquisition of KinoPoisk.
YNDX is the Russian Google and I can see it taking off.
Russia has a lot going for it and YNDX can only grow.
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