Jigo na IPO ya kwanan nan a Rasha don ji. Wannan ana haɗa shi musamman tare da iPo na irin waɗannan kamfanoni as ozon (MCX: OzondR; nasdaq: ozon) da gyara farashin. Mun yi nazarin abin da baƙi na iya faruwa a cikin shekaru masu zuwa da yadda zaku samu.
Muna la'akari da masauki mai zuwa a cikin mafi ban sha'awa:
- Tsarin AFK (MCX: AFS) suna shirin sanya dukiyarta da yawa. Mains sune rukunin Segezha, Medsi da Steppe. Wannan ya sa tsarin AFK mai ban sha'awa saboda bayanin darajar kadarorin kamfanin.
- IPO na UTOOS na iya tasiri kan ribbon Quotes (MCX: LTTadr) Lokacin da ke haɓaka tarihin tare da synergies tsakanin kamfanonin biyu. Hakanan yana da yuwuwar kulawa daga Ozon raba Ozoness saboda gaskiyar cewa masu saka hannun jari zasu yanke shawara don bincika yanayin kasuwanci ta hanyar ɗayan sashin sa, makullin sa.
- Nasara da Ydandex.TAXI na iya ɗaukar nauyin mafi girman kamfanoni sama da na unoft) da yandx), bi da bi.
Gyara farashin
Hukumar Lafiya ta Duniya! Sarkar sarkar ga duka dangi tare da kewayon samfuran gida da yawa a ƙananan tsayayyen farashin.Yaushe? Maris 10 2021.
A kan shirye-shiryen rike IPO a cikin farashin gyara London a tsakiyar watan Fabrairu. Kamfanin zai kuma kashe jerin sakandare a musayar Moscow. An gabatar da kamfanin don IPO A $ 7- Dala biliyan 11,3.5 a sauƙaƙe cikakken bayani game da abin da muke tunani game da farashin IPO, zaku iya karanta anan.
Segezha rukuni.
Hukumar Lafiya ta Duniya! Ofaya daga cikin manyan hanyoyin masana'antu na katako tare da tsarin haɗin kai da cikakken zagaye mai laushi da zurfin itace.
Yaushe? Pre-2021 shekara.
An ruwaito AFC Riƙe tsarin da aka ruwaito kan shirye-shiryen na kungiyar IPO PO PO Futezha. Sanarwar ta ce AFC tana shirya ficewar kamfanin a kan musayar hannun jari a cikin 2021, amma wanda yai yanke shawarar hukuma game da IPO an karba.
Kamfanin shi ne shugaban kungiyar Rasha da daya daga cikin shugabannin kasuwar takarda na Turai (52% da 16.5%, bi da bi).
Kamfanin ya mayar da hankali kan kasuwannin kasashen waje, wanda ke ba shi damar samun babban adadin kudaden shiga na kudin kuɗi, kashi 70%.
Kamfanin kamfanin na watanni 9 200 da aka yi wa Robles 50.2. (+ 14.7% g / g), EBITDA ya kasance a matakin 11.3 Dalauta Robles. (+ 11.0% g / g).
Samun damar shiga kamfanin zai iya zama muhimmin mai kara kuzari don tsarin hannun jari na hannun jari na wanda ya mallaka 98% na kamfanin. Wannan zai faru ne a kuɗin binciken kamfanin. Bugu da kari, fice zuwa musayar hannun jari yana nuna yiwuwar kasuwanci a hannun jari, wanda ke nufin ƙarin ruwa. Da kuma ruwa mai ruwa yana sa dukiyar ta fi mahimmanci da tsada.
Medsi.
Hukumar Lafiya ta Duniya! Babban hanyar sadarwar kasar ta tarayya na kasar ta tarayya na kasar na kasar da ke bayar da cikakken fannoni.
Yaushe? Pre-2022 shekara.
Wani kuma daga cikin bayanan martaba na tsarin na iya gudanar da IPO. A Nsei, Afk yana da kashi 97% na kamfanin. An sa ran za a gudanar da shi a cikin 2021. Koyaya, saboda Pandemic, kamfanin ya yanke shawarar sauya dabarun canza dabarun kuma shigar da musayar ayyukan kasuwanci da kuma Mafarkin Ayyukan Kasuwanci da Marketing Medussia Alla Kanannikova.
Kudin Medisi don rabin farkon rabin shekara ya fadi zuwa biliyan 10.5. (-1.9% g / g), kuma nan bada jimawa ba. EBIBIGDA RANAR DA ZUWA RUWAN 2.3. (-9.8% g / g).
Tunda MedSi shima tsarin kadara ne, damar da kamfanin ke samu zai sami sakamako mai kyau game da babban jari na AFC. Babban mai kara kuzari, kazalika da sassan, za su sami kasuwa na kamfanin da ruwa.
Steka
Hukumar Lafiya ta Duniya! Daya daga cikin kamfanonin Agrarian a Rasha.
Yaushe? Ba a sani ba.
Mataki shine wani kadara tsarin AFC a cikin wannan jeri, inda tsarin ya cika kashi 85%. Da farko, sanya hannun kadara a shekara ta 2019. Daga nan sai aka tura shi zuwa 2020, amma saboda Pandemic, fitarwa na kamfanin a kan musayar hannun jari ya sake. A cewar Vladimir Chiahov, Shugaban kwamitin kwamitin tsarin AFC, kamfanin yana da matukar amfani a tsakanin masu saka jari, ciki har da kasa.
A cikin farkon watanni tara na 2020, kudaden shiga sun karu da kashi 16.3% y / y 22.3 na kashi 37.3% ya karu da rubles biliyan 37.3% ya karu da rubutattun biliyan 37.3%.
Steppe na iya zama wani kadara wanda zai taimaka tsarin AFK don bayyana darajar kasuwar ta.
Yandex.taxi
Hukumar Lafiya ta Duniya! Ayyukan taksi da mai ba da izini na abinci, da kuma aikace-aikacen wayar hannu.Yaushe? Ya motsa don wani lokaci mara iyaka.
A kan tsare-tsaren don gudanar da IPO YandEx.TAXI, bayan hakan, bayan hakan, a watan Nuwamba 2020 yankedex ƙi sanya taksi.
Greg Abovsky, aiki da darektan kuɗi na Yandex, ya ce: "Mun ga irin wannan dandamali na Yandex, wanda muka kirkiro saboda amincinsu. Saboda haka, ba a la'akari da sabis na taksi ba. "
Game da wurin sanya hannun Yandex.taxi akwai babban yiwuwa cewa zai kasance a kan mafi girman maki fiye da kasuwa a yanzu a cikin hannun jari na Yandex. A kan wannan asalin, Yandex nakasaki na iya girma. Koyaya, saboda canja wurin wani IPO na wani lokaci mara iyaka, ba shi da daraja ta amfani da shi azaman hanyar saka jari.
IVI.
Hukumar Lafiya ta Duniya! Jagorar kasuwar ta yanar gizo ta yanar gizo a Rasha.
Yaushe? Ya motsa don wani lokaci mara iyaka.
Mai kafa IVI, eweg Tumanov, ya akai-akai ya yi magana game da mafi kyawun fita daga kamfanin a kan musayar hannun jari. A sakamakon haka, kamfanin yana shirin shiga kasuwa a farkon 2021: a ƙarshen Nuwamba 2020, an san shi game da shirin zuwa NasdaQ.
Daga nan sai aka dakatar da wurin da za a dakatar da wani wuri na Mataimakin Mataimakin Anton Gorelkin a kan iyakokin raba wani kasashen waje a cikin cinemas na kan layi. Dangane da tsarin daftarin da aka yi a ranar 18 ga Disamba, 2020, idan rabon baƙi a kan layi zai wuce 20%, to, kamfanin ya wajaba ya bayyana damar samar da mallakin mallakin mallakar mallakar gwamnati a kan Hukumar Kula da Gwamnatin.
Kamfanin ya mamaye kasuwar Cinema na kan layi tare da rabo daga 23% a cikin watanni 6 200. A lokaci guda, kamfanin ya haifar da karuwa a kasuwar kasawa a farkon watanni 6 na 2020. Don haka, kudaden shiga na IVI sun yawaita da 58% y / yatanin watanni 6 2020, kai ga tsarin kashi na 4.3.
Kamfanin shine shugaban kasuwa kuma yana nuna babban girma. A lokaci guda, ta yi nasara wajen kiyaye matsayi, har ma da gasar suna da nauyi a fuskar okko (sberbak kadara (McX: Sber)) da fim din fim (Yandex kadaici). Irin wannan matsayi masu ƙarfi zasu sanya kamfanin sosai maraba da kadari a kan kasuwannin farko.
Fitar da kasuwanci akan IPO zai ba masu saka hannun jari damar damar saka jari a cikin kamfanin ci gaban ci gaba da ke aiki a kasuwar Rasha. Babu sauran 'yan wasan da yawa yanzu.
Platypus
Hukumar Lafiya ta Duniya! Jagoran kasuwar a fagen isar da abinci da kuma hadin gwiwar da suka shafi kayayyakin kasuwancin Rasha.
Yaushe? Babu takamaiman tsare-tsare.
Har Afrilu 2020, kamfanin ya kasance wani shugaban kasuwar isar da abinci na samar da kantin sayar da kan layi, amma sannan Wkonos ya firgita ga matsayi na uku X5 Retail Group (MCX: Biyardr) da Sbermarket. Hannun hannun UTATA, X5 da Sbermarket sune 10%, 12% da 11%, bi da bi.
Wkonkos ya karu da juyawa a farkon watanni tara na 2020 zuwa 11.6 rubles. (+ 66% g / g) ya kai kashi 7.0. Don watanni 9 2019. Daraktan kamfanin ya ce da 2023 kamfanin zai iya isa karya-ko ma. Ko wataƙila a baya.
Daraktan-Janar na Utonos ya ce a cikin Nuwamba 2020 cewa yanzu kamfanin baya shirin ci gaba da musayar hannun jari. A nan gaba, irin wannan dama za a iya tattauna, amma a yau babu irin wannan tsare-tsaren.
Fitar da kamfanin a kan musayar hannun jari na iya zama direbobi ingantacciyar direba don kintinkiri hannun jari. Wannan zai faru idan kasuwa za ta lura da labarin wani ɓangaren kasuwancin haɗin gwiwar jini na jini da kinti. Wataƙila wannan labarin yana da hankali sosai yayin sakawa, saboda synergies, wanda za'a iya kawowa ga kamfanoni biyu.
A cikin taron cewa hadewar ko ci gaba da kayan haɗin gwiwa (kamfani na haɗin gwiwa) tsakanin kintinkiri kuma yana faruwa a gaban wurin da jirgin sama zai sami tasiri ga tef. Za a danganta shi da bayyanar da ƙimar bango. Zuwa mafi yawan gaske, wannan zai haifar da gaskiyar cewa masu siyar da kan layi ana cinikin su a mafi tsada masu tsada fiye da talakawa.
Hakanan, kamfanin na iya sanya gasar Ozone don samun kudi. Wkonkos dan wasa ne mai girma a cikin kasuwar kayan abinci, sarrafa ƙarin umarni 30% fiye da Ozon. Koyaya, gabaɗaya, Ozon babban dan wasa ne saboda rashin ƙwarewa a cikin kasuwa iri ɗaya. Duk da wannan, rufe girma girma (+ 66% g / g a kan + 70% y / y a matsayin jagoranci zai warware hannun jari na Uzonos. Wannan zai haifar da ƙaramin faduwar hannun jari Ozon.
Nasara
Hukumar Lafiya ta Duniya! Mafi girma jirgin sama-louberoenger a Rasha.Yaushe? Jinkiri har abada.
A shekara ta 2019, Shugaba na Aeroflot ya bayyana cewa shirin Aeroflot na riƙe IPO na 25% na babban babban nasara. Koyaya, daga lokacin kamfanin ya canza Janar Janar. Kwanan nan, ya yi bayani cewa a daidai lokacin nasarar Ilo ba a la'akari da nasarar nasara ba.
Ɗan ƙaramin inabi
Hukumar Lafiya ta Duniya! Sibur - Kamfanin Changistan mai ma'adinar mai da gas na Rasha.
Yaushe? Ba a sani ba.
Jita-jita game da mafita Sibur a kan IPO sun juyo na dogon lokaci. Sibur ya shirya don IPO a cikin 2018, amma tun daga wannan lokacin yanke shawarar shigar da ma'amala ba a karbe shi ba. A watan Fabrairun 2019, Konov ya ce bayan ƙaddamar da shuka zaptibneftech, za a sami ƙarin abubuwan ƙarfafawa don IPO, kuma a lokacin rani na 2020, lokacin da aka dauke lokacin ma'amala da bai dace ba, wanda aka ba shi pandemical.
Bayan nadin Peter O'Brien, tsohon babban kocin Morgan Stanley (Nyse: ms), zuwa matsayin Daraktan Kasuwanci a bara, da alama cewa IPO ce makawa. A watan Satumbar 2020, shugaban Sibur Dmitry Konov ya jaddada cewa kamfanin yana jiran kyakkyawan yanki na abubuwa uku: bayanan kuɗi, jihar kasuwanni - masana'antu da kuɗi.
Kudaden kamfanin na watanni 9 da 2050 sun kai dala biliyan 369.4. (-6.6% Y / Y), EBIBIDA LIDIYISICES Miliyan 12.0. (-3.3% g / g).
Datville
Hukumar Lafiya ta Duniya! Shagunan sadarwa don abinci mai lafiya.
Yaushe? Pre-2021 shekara.
Wani kamfanin Rasha, wanda ke shirin shiga musayar hannun jari na Amurka, suturar barayi na barayi. A cewar Andrei Kiku, wanda ya kafa kamfanin, ba a yarda da yanke shawara ta ƙarshe ba, amma ana la'akari da wurin da hannun jari da hannun jari da Moscow hannun jari.
Yana da mahimmanci a lura cewa Thawariilla yanzu a ganiya ta gaba ta ci gaba. Da farko, yayin pandemic da qualantine sun karu da cigaba da kan layi daga 1% zuwa 15% kuma sun shiga cikin 47% y / y a farkon rabin 2020.
A lokaci guda masu girma dabam, kamfanin na dan kadan lagging a bayan wani samarwa da masana'antar masana'antu da IPO - gyara farashin. Don haka, a Dvvorville, kudaden shiga a shekarar 2019 sun kai dala biliyan 83. da tsarin biliyan 142.9.
Bugu da kari, kamfanin a halin yanzu yana cikin himma wajen shiga kasuwannin kasashen yamma: Store din ya riga ya kasance yana aiki a Paris, wani a Amsterdam, bude wuraren wasan a Turai da China kuma ana tattaunawa a kan layi.
Abin sha'awa, a cikin 2019 kamfanin ya karbi dala biliyan 3. Riba net a fanni 82.5 dala biless. Kudaden shiga kuma ya aika dala biliyan 2. a kan biyan rarar. Kamfanin yana aiki na shekaru 5 ba tare da shekaru masu amfani ba.
SOVCOMBANK
Hukumar Lafiya ta Duniya! Babban kadara na uku na banki mai zaman kansa a Rasha.
Yaushe? Pre-2021 shekara.
Kamfanin zai je IPO tun shekarar 2018. A cikin Fabrairu 2020, Reuters ta ruwaito cewa Sevcomban Sachs, JP Morgan Morgan Sachs, Jp Morgan da Morgan Stanley a matsayin makaman sakawa.
Duk da haka, rikicin ya haifar da wadannan tsare-tsaren, kuma a cikin Mataimakin Mataimakin Afrilu na farko na Book na bankin: "A wannan shekara - babu, a'a, za mu iya zama irin wannan Yanayi wanda a shekara mai zuwa zai iya zama windows don IPO. "
Kamfanin yana nuna saurin girma ga bankunan Rasha. Saboda haka, yawan abokan ciniki sun girma zuwa abokan ciniki miliyan 8.1 a ƙarshen watanni 9 200 (+ 29% zuwa Disamba 31, 2019). Baƙin ciki Nasarar da aka samu na farkon watanni 920 na 2020 ya karu da kashi 21% y / y kuma ya ninka kashi 22 cikin 100: Daga 170% Rless. har zuwa kashi 30.1 na dala biliyan 30.1.
A cikin ra'ayinmu, mafi ban sha'awa game da masauki mai zuwa sune masu zuwa:
- Tsarin AFC na iya nuna mahimmin ci gaba a cikin shekaru kaɗan masu zuwa saboda wurin da yawancin kadarorin ta. Babban wadanda sune rukunin Segezha, Medsi da Steppe.
- IPO na iska na iya shafar ambaliyar kintinkiri a cikin ci gaban tarihi tare da synergies tsakanin kamfanonin biyu. Hakanan yana da yuwuwar kulawa daga hannun jari na Ozones saboda gaskiyar cewa masu saka hannun jari zasu yanke shawara don kunna kasuwancin E-Comarce ta hanyar jagorar sashi na sashe.
An rubuta labarin ne tare da hadin gwiwar Nikolai Chikvashvili
Karanta abubuwan asali na asali akan: zuba jari.com