"Wopambana ndi Mliri": Chifukwa chiyani makampani aku Russia amawononga ipo panthawi yamavuto

Anonim

Kwa chaka, makampani atatu aku Russia - "SovCot", wopanga ndege "ndi ozon adatuluka.

Mu 2020, makampani atatu aku Russia adapereka zopereka zoyambilira pagulu la magawo. Kampani Yotumiza "SovComlot", wopanga ndege "ndi msika" onlon Ozon adapita kukaza madilesi.

Otsatsa ndalama adayankha mosiyanasiyana: magawo a sovkomplot adagwa maola awiri oyamba, mitengo ya "ndege" ya mapepala ndi yokhazikika, ndipo ozon yakwera pamtengo wopitilira 40%. Timamvetsetsa chifukwa chake makampani amagwira ipo pa nthawi ya mavuto azachuma ndipo monga momwe mliri wakhudzira bizinesi yawo.

"Sovmomlot"

"Zombo zamakono" zokhala ndi likulu ku St. Petersburg idakhazikitsidwa mu 1988. Kampaniyo ili pachibwenzi panyanja, mafuta amwafu, mafuta onunkhira ndi mafuta onunkhira.

"Sovcomlot" adalengeza mapulani kuti ayendetse masheya ogulitsa pa Seputembara 15, 2020 ndikugwira ipo pa stack ya ku Moscow kuposa mwezi - October 7. Musanaike gawo, kampaniyo inali yokwanira ndi boma.

Momwe Mliri Umathandizira

Chifukwa cha mliri, kufunikira kwa zinthu zonyamula ma petroleum padziko lonse lapansi padziko lonse lapansi kunayamba kuchepa, komwe kudapangitsa kuti kugwa m'mitengo. Mwachitsanzo, mu Epulo, mtengo wamafuta wa WTI wa Mafuta a WTI adagwa pansi $ 0 - mpaka $ 37.63 pa mbiya kumapeto kwa tsiku. Zotsatira zamtsogolo zamagetsi zinakhala mphindi yoyamba m'mbiri yake chifukwa cha kudzazidwa kwa malo osungira padziko lonse lapansi, kunafotokozedwanso.

Zotsatira zake, kufunikira kwa mayendedwe am'madzi kunagwa, koma mosiyana ndi zonyamula zinthu zina, sizinakhudzidwe, katswiri "BCS Express" adatero Palvelyov. Malinga ndi iye, kampaniyo yathandiza mtengo wa mamangirire (ndi kapena kubwereketsa kapena kubwereka kapena kubwereketsa ziwiya kuti tikwaniritse ntchito inayake), komanso makhothi obwereketsa kwa mafuta oyandama, pomwe mafuta ochulukirapo.

Zotsatira zake, ndalama za kampaniyo kwa theka loyamba la chaka cha 2020 kuchuluka kwa 19.8% mpaka $ 951.3 miliyoni poyerekeza ndi nthawi ya 2019, mpaka $ 226.4 miliyoni.

"SovMomlot" samangidwa kwa njira ya ruble, kotero kusintha kwa mtengo wa mafuta ndi zina zopangira pazotsatira za kampani sikukhala ndi vuto. Ndi chifukwa cha ndalamazo, zomwe zimafotokozedwa kwathunthu ku madola aku US, "imawonjezera gavmov.

Ipo idatheka bwanji

Kuwunika kwa sovcomflot kunali $ 2.6-2.9 biliyoni kuchotsa zowonjezera. Monga gawo la ipo, kampaniyi idayikidwa 17.2% ya magawo ogulitsa $ 550 miliyoni. Russia idakhalabe ndi ogawana ambiri ndi 82.8% ya magawo. Malinga ndi kafukufuku wa Sberbank Cib Antskov, inali ipo yoyamba ya kampani yaku Russia yochokera ku 2017.

Zomwe zimafunikira kuchokera ku Russia komanso zakunja pa IPO inali pafupifupi chimodzimodzi, ogulitsa retail adapereka 15% yofunika, kenako idanenedwa "VTB likulu" vtb ". 15% ya kufunikira kwa anthu ndi nkhani yolembedwa m'mbiri ya anthu ogona a ku Russia, adakangana ndi tcheyaman wa Mosbiri Oleg yugn vyugine. "Izi ndi chizindikiro cha kutseguka kwa msika waukulu kwa makampani akulu achi Russia," adatero Vyugen.

Ngakhale zili zabwino zachuma, pa maola awiri oyamba kuyika magawo a sovkomplot amagwera ndi 12.8% - kuchokera ku 105 rubles mpaka 91.65. Mitengo inayamba kuchira tsiku lomwelo komanso pa Okutobala 107.99 Rubles, koma kuyambira chiyambi cha Novembala, mtengo wa gawo limodzi pakati pa 92 ndi 100 rubles. Capitalization kwa kampani pakutsekedwa kwa malonda pa Disembala 28 kufikira ma ruble a 216.67.

Gulu la "ndege"

IPO yachiwiri ya chaka cha ku Russia idasungidwa ndi gulu la ndege la mampani, omwe amapanga dera la ku Moscow. Kampaniyo idakhazikitsidwa mu 2012. Kumapeto kwa June, American Company Cushun & Wakefield, atachita ntchito zamalonda, akuyerekeza phindu la zinthu zomwe gululi mu 201 biliyoni, zidadutsa ku Intebles.

"Ndege" - mtsogoleri ku Russia kwa malo okhala - 15,4 miliyoni mmalo, adalemba. Ndalama za chaka cha 2019 zowonjezereka ndi 32% mpaka chaka chimodzi ndipo zidakwana ma ruble 51.1 mabiliyoni a net - ma ruble 864 miliyoni, ngongole ya net bible - 12,3 biliyoni.

Momwe Mliri Umathandizira

Malinga ndi RBC, miyezi isanu ndi inayi ya 2020, ndege yogulitsa ndalama pa 21% kuposa nthawi yomweyi ya 2019 - ndi ma ruble 41 biliyoni.

Kufunika kwa malo ogulitsa, ngakhale kuli ndi mliri chifukwa cha boma la Boma lanyumba lokongoletsedwa, mitengo yotsika mtengo kwambiri, kukulira kwa ikuluikulu ya amayi ndi mapindu ena. Mwachitsanzo, malinga ndi "nyumba zabwino zatsopano", mu Epulo - Meyi, ulemu womwe unasaina mapangano 2500 a Concow, pofika pa Ogasiti - mgwirizano wopitilira 5,000.

Komabe, kampaniyokha mu memorandum mpaka ipo adawona chimodzi mwa zoopsa - kukonzanso pulogalamu yokonzanso ku Moscow. Mu chimango chake, olamulira ku Moscow akukonzekera kumanga pafupifupi 40 miliyoni mdukira mpaka 2032. Malinga ndi memorandum, kukonzanso kusokonekera kumasokoneza malonda a otukuka, chifukwa mtsogolo adzakumana ndi kuchepa.

Ipo idatheka bwanji

IPO Proser Ankagwiritsa Ntchito pa Okutobala 29 ku Moscow stock stock, kuyika 5.1% ya magawo. Ogawana akulu kwambiri amagulitsa 2,5% ya magawo awo, ena onse - nkhani ina. Kapitakuru wa "ndege" kumayambiriro kwa malonda anali ma ruble 57, omwe amafanana ndi kuwunika pamaso pa ipo.

Mtengo wa magawo angapo unali 950-1110 rubles pa chidutswa chilichonse, iPA imapita pamalire ake otsika. Kampani yonse idakopa ma ruble a 2.9 biliyoni. Pofika 17:00 msk pa Disembala 28, magawo a kampaniyo adakwera ndi 0.21% - mpaka 952 rubles.

Malinga ndi kasamalidwe ka likulu la gawo la likulu la VTB likulu, Boris kvassov, ogula kwambiri, ogula ku Russia adapangidwa, ndipo 70% amafuna kuti abwerere ndalama.

Kufunika kwakukulu kwa magawo a "ndege" kuchokera kwa omwe amabwezera madongosolo amafotokoza kuti kudziwika ndi chizindikiro. Msika ukumveka bwino, ndipo wopikisana naye ndiwodziwikiratu, adawonjezera.

"Ndege" yomwe inkapita kale kusinthitsa masitolo mu 2018, koma adayimitsa ipo chifukwa cha "msika wosavomerezeka", umakumbutsa. Pakutsegulidwa kwa malonda, mkulu wamkulu wa kampani Anton Elsetov amatchedwa kuti kampaniyo ": Pomwe aliyense adachoka pamsika wogulitsa katundu wa 2014, ndege" yopeza malo, ndipo tsopano, Ambiri akachotsedwa ntchito zawo posinthanitsa, kampaniyo yaika zinsinsi.

Ozon.

Malo ogulitsa pa intaneti aku Russia adakhazikitsidwa mu 1998 ndi Alexander Egorov ndi Dmitry Rudakov. Mu 2000, malo otsetsereka a Vostok pamodzi ndi ophatikizana ndi ozon pamtengo wa ozon $ 3 miliyoni mu 2003, Egorov ndi RudaKov adasiya kampaniyo.

Ndalama za kampaniyo kuyambira Januware mpaka Seputembara 2020 ma ruble rubles 35.15 biliyoni pachaka kale: 52.85 biliyoni pachaka koyambirira Kutayika kunachitika ku ma ruble a ma ruble a ma rubion a 13.03 pachaka choyambirira.

Momwe Mliri Umathandizira

Kufalikira kwa Cornavirus ndi kutchinjiriza "sikunangopangidwira mu ogula kwachilengedwe pa intaneti, koma adathandizira kupanga chizolowezi chochita chizolowezi chogula mu njira iyi," ozon achuma a Daniel Fedorov ananena.

  • Kwa miyezi isanu ndi umodzi yoyambirira ya 2020, ozon Starse Rose ndi 152% mpaka chaka ndikufikira ma ruble 77.4 biliyoni.
  • Kugulitsa kwachiwiri kotala idakwera ndi 188% - mpaka ma ruble 45.8 biliyoni.
  • Mu Epulo-Meyi, kuchuluka kwa ogula atsopano ozon owonjezedwa ndi 84% chaka ndi chaka.

Malinga ndi kafukufuku waziyanjano wa makampani ogulitsa intaneti (akit), mu theka loyamba la chaka, chogulitsa pa intaneti ku Russia chinali chosinthika - 1.6 thililiyoni. Mu 2019, kugula pa intaneti komwe kadali 6.1% ya otembenuka.

Ipo idatheka bwanji

Kampaniyo idagwira malo oyamba pa Novembro 24 ndi $ 30 mpaka zoposa $ 42. Kumayambiriro kwa kubwereza pazambiri za Russia, zotetezedwa za kampaniyo zimawononga ma ruble 2674 pa chidutswa chilichonse, ndipo pazokwera - 3192 rubles.

Disembala 9 Ozon adalengeza zotsatira za ipo. Kampaniyi idagawika magawo 42.45 miliyoni ndikukopa $ 1.2 biliyoni. Zotsatira zake, magawo a salkma amatsika kuchokera 42.99% (48.8) Chidule 15.7% (32.7 miliyoni). Ogulitsa atsopano adalandira 18% - 37.95 miliyoni.

Pafupifupi mwezi umodzi, pofika Disembala 28, mtengo wa gawo limodzi pa Nasdaq kuwonjezeka ndi 9.98% - $ 44.24. Capitalization anakhala ndi $ 8.12 biliyoni. Ku Peak Disembala 3, mtengo wa mapepala adafika $ 49.33.

Pa Mosbier m'miyezi iwiri, mtengo udakwera mpaka ma ruble a 3150 kutsekedwa pa Disembala 28.

Monga chikhumbo cha makampani aku Russia kuti atuluke pazake

Mu 2020, makampani akuluakulu aku Russia adapanga ma ipo chifukwa chakuti pambuyo poti misika itayamba kubwezeretsanso zoyambirira za katemera, zomwe zidafotokozedwa za VC.RU yopenda Rafay Sergeyk Sergey. Zinathandizira kuti kusewera mwachangu kugwa ndi Coronavirus, iye anazindikira.

Nthambi zina, makamaka, malonda, ngakhale nditapambana ndi mliri, atenga libin. Malinga ndi iye, sikuti nditangopambana kwa mafilimu a gawo ili (Ozon ndi Dourdash), komanso ndi Mphamvu ya mtengo wa makampani pamsika wachiwiri, Amazon ndi Amazon. Kwa chaka, kuyambira pa Disembala 30, 2019 mpaka pa Disembala 28, 2020, zombo zogulitsa zidakwera ndi 78.07% - mpaka $ 3288.

"SovMcomlot" wakonza kale kuti apite ku masitolo, nthawi zonse, nthawi yonse yopambana, koma panalibe hype yotereyi, koma m'magulu ena, "

Kuchulukitsa kuchuluka kwa makampani aku Russia kungayembekezereke ngati zokumana nazo zabwino pamsika zipitiliza, wofufuza wa Raiffeiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiinen

Malinga ndi kafukufuku wa Sberbank Cib Antkan Antkava, kuchuluka kwambiri kwa ndalama pamsika wogulitsa zidaperekedwa ndi chuma chothandiza kwambiri padziko lonse lapansi. Choyamba, ndalamazi zidalandira kampaniyo "Zachuma Chatsopano": ku Russia - Ozon, kumadzulo kwa zochitika zaposachedwa - Airbnb, adafotokoza VC.Ru.

Wosanthula akumbukiridwanso kuti pa 2021 Makampani ena akonzekereratu IPO:

  • Mu Okutobala, mabatani amawu adanenapo za Makalata a Makalata a Makalata a Magikitsi am'madzi .Games to the stock kusinthitsa ndi mabiliyoni a $ 2,5 mpaka.
  • Kanema wa pa intaneti Ivi adakonzanso kutuluka kwa Nasdaq mu 2021 ndipo adatumiza kale pempho, adanenedwa pa Novembala 25 RBC potengera magwero.
  • Pa Novembala 26, ku X5 Retail Gulu linanena kuti kampaniyo ikufotokoza ipo ya ntchito zake pa intaneti kwa zaka ziwiri kapena zitatu.
  • Pa Novembala 30, Sberbank adalengeza za ipo iPoint ithe.

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