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Good website that has been hit a little because of insider selling. Solid financials
Russia isn't going away, and this is GARP with governance risk factored.
Undervalued it's a matter of time.
Google of Russia
Four star stock bouncing off of a recent low. Estimated intrinsic value of $45.
Yandex is often called the Google of Russia, however they have their the strongest foothold in the search, e-commerce, online payments, and the overall technology space in Russia versus Google, which simply dominates the search market in the US (and mostly everywhere in the world). Yandex is more like a combination of Baidu and Alibaba in China (or Google, Amazon, & Paypal in the US) and simply dominates search, online payments, and e-commerce. The only way you lose money here is if Putin nationalizes Yandex, which I am going to bet does not happen. It trades at a crazy low multiple for its growth and dominance of scalable and proven business models in a market ripe with potential.
Huge growth at a low price. I'm betting that the political turmoil will settle down.
Oversold due to Putin comments
Largest internet site in Russia and it's hugely profitable. A double once the Ukraine issue is settled.
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
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.
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