Insanganyamatsiko ya IPO iherutse mu Burusiya yo kumva. Ibi bifitanye isano cyane na ipo ryayo masosiyete nka ozon (McX: Ozondr; nasdaq: ozon) no gukosora igiciro. Twasuzumye icumbi rishobora kubaho mumyaka mike iri imbere nuburyo ushobora kubona.
Turasuzuma amacumbi akurikira mubishimishije:
- Sisitemu ya AFK (MCX: AFS) irateganya gushyira imitungo yayo myinshi. Imirongo ni itsinda rya Segezha, Medisi na Steppe. Ibi bituma sisitemu ya AFK umutungo ushimishije kubera gutangaza agaciro k'umutungo wisosiyete.
- IPO ya UTos irashobora guhindura neza amagambo ya RIBBON (MCX: Lntudr) mugihe ukura amateka hamwe na synergies hagati yamasosiyete yombi. Birashoboka kandi kwita ku migabane ya Ozon bitewe nuko abashoramari bazahitamo gushakisha e-ubucuruzi binyuze muri umwe mubayobozi b'igice cyacyo, lockoso.
- Intsinzi na Yandex.taxi irashobora kwakira kugwiza amaraso menshi kurusha ibigo bya Mamba bicuruza, bishobora kuba ikintu cyigihe gito cya Aeroflot (McX: Aflt) na Yandex (McX: yndx),.
Gukosora igiciro
Ninde! Ububiko bwumunyururu kumuryango wose hamwe nibicuruzwa byinshi byo murugo kubiciro biri hasi.Ryari? Ku ya 10 Werurwe 2021.
Kuri gahunda yo gufata ipo muri Londres gukosora igiciro cyavuzwe hagati muri Gashyantare. Isosiyete izamarana kandi urutonde rwisumbuye kurubuga rwa Moscou. Yerekanye isosiyete kuri IPO kuri miliyari 7-5 z'amadolari yose hamwe birambuye kubyo dutekereza kuri Ipo Gukosora igiciro, urashobora gusoma hano.
Itsinda rya Segezha.
Ninde! Kimwe mu biti binini-inganda zifite imiterere ihuriweho n'inzego zihagaritse hamwe no kuzenguruka byuzuye no gutunganya ibiti.
Ryari? Umwaka wa mbere.
AFC ifata sisitemu yatangaje kuri gahunda ya sosiyete ya sosiyete ya IPOLIO Itsinda Segezha. Iri tangazo rivuga ko AFC itegura gusohoka mu isosiyete ku isoko ry'imigabane muri 2021, ariko rero nta cyemezo cyemewe na IPO cyemewe.
Isosiyete ni umuyobozi w'Uburusiya n'umwe mu bayobozi b'Isoko ry'impapuro z'Uburayi (52% na 16.5%).
Isosiyete yibanze ku masoko y'amahanga, ibemerera kugira umubare munini w'amafaranga yinjira, 70%.
Amafaranga yinjiza amezi 9 202 angana na miliyari 50.2. (+ 14.7% G / G), EITDA yari kurwego rwa miliyari 11.3. (+ 11.0% G / G).
Isosiyete uburyo bwo kuvura burashobora kuba umusemburo wingenzi kugirango afc asangira sisitemu ifite 98% byikigo. Ibi bizabera bitangwa nisuzuma ryisoko ryisosiyete. Byongeye kandi, gusohoka kurutonde rwimigabane bisobanura amahirwe yubuntu mumigabane, bivuze ko habaho amazi menshi. Kandi amazi atuma umutungo ufite agaciro kandi uhenze.
Medsi.
Ninde! Urusobe runini rwihariye rwibigo byigenga nibigo byubuvuzi bitanga serivisi zuzuye.
Ryari? Umwaka wa mbere.
Undi mumitungo yumwirondoro ya sisitemu irashobora gukora iPO. Muri Nsei, AFK ifite 97% by'isosiyete. Byari biteganijwe ko byari biteganijwe ko bizabera muri 2021. Umuyobozi w'ibyo mu bikorwa by'ubucuruzi alla Kanunnikova akaba yarangije kwamamaza alla Kanunnikova, avuga ko ariko, kubera icyorezo, isosiyete yahisemo guhindura ingamba no kwinjira mu kungurana ibitekerezo mu 2022.
Medisi yinjiza igice cya mbere cyumwaka yaguye kuri miliyari 10.5. (-1.9% g / g), vuba. EBANDA yagabanutse kugera kuri miliyari 2.3. (-9.8% g / g).
Kubera ko Medisi nayo ifite umutungo, uburyo bw'isosiyete bugamije ivunjisha buzagira ingaruka nziza ku nyuguti nkuru ya AFC. Umusemburo nyamukuru, kimwe nibice, uzaba ubona isuzuma ryisoko ryisosiyete na status.
Ikibaya
Ninde! Imwe mu masosiyete manini y'ubuhinzi mu Burusiya.
Ryari? Ntazwi.
Ikibaya nikindi cyiciro cya sisitemu ya AFC mururu rutonde, aho sisitemu ifite 85%. Ku ikubitiro, gushyira umugezi byagombaga koherezwa muri 2019. Hanyuma yimuriwe muri 2020, ariko kubera icyorezo, umusaruro w'isosiyete ku mucuruzi wagombaga guhagarikwa. Nk'uko Vladimir Chirahov, Perezida na Perezida w'Inama y'Ubutegetsi ya AFC, isosiyete ishishikajwe cyane n'abashoramari, harimo mpuzamahanga.
Mu mezi icyenda ya mbere ya 2020, amafaranga yinjira mu isosiyete yiyongereye na 16.3% y kugeza kuri miliyari 22.3
Ikibaya gishobora kuba undi mutungo uzafasha Afk sisitemu kugirango ihishure agaciro k'amasoko.
YamaEx.taxi
Ninde! Serivisi za tagisi no gutanga ibiryo byo gutabwa ibiryo, kimwe na porogaramu igendanwa kuri bo.Ryari? Yimukiye mu gihe kitazwi.
Kuri gahunda yo kuyobora Ipo zandex.tax, isosiyete yatangaje mu ntangiriro za 2019. Ariko, nyuma yibyo, mu Gushyingo 2020 yandex yanze gushyira tagisi.
Greg abovysky, ibikorwa bya Yandex, turabona ko urubuga nk'urwo rwatande, twaremye, ruhinduka neza kubera ubunyangamugayo bwabo. Kubwibyo, serivisi ya tagisi iPo ntabwo isuzumwa. "
Kubijyanye no gushyira yandex.taxi Hariho amahirwe menshi ko bizaba kumanota menshi kurenza isoko ryashyizwe mubice ya yandex. Amagambo ya yandex arashobora gukura. Ariko, kubera kwimura ipo kubihe bitazwi, ntibikwiye kuyikoresha nkigishoramari.
Ivi.
Ninde! Umuyobozi w'isoko Cinema yo kumurongo mu Burusiya.
Ryari? Yimukiye mu gihe kitazwi.
Uwashinze Ivi, Oleg Tumanov, yavuze inshuro nyinshi ibijyanye no gusohoka kwisosiyete kumurongo. Kubera iyo mpamvu, isosiyete yarimo yitegura kwinjira ku isoko mu ntangiriro za 2021: Mu mpera z'uwashyikirije 2020, byamenyekanye kuri gahunda yo kujya kuri NASDAQ.
Hanyuma ubwo busubikwa kubera umushinga w'itegeko ry'umudepite wa Anton Gorelkin ku mbogamizi z'abanyamahanga muri cinema yo kumurongo. Nk'uko umushinga w'itegeko rishinzwe kubangiwe ku ya 18 Ukuboza 2020, niba umugabane w'abanyamahanga muri Cinema yo kumurongo izarenga 20%, hanyuma isosiyete itegekwa gusobanura ko hashoboka ko ari ngombwa kuri komisiyo ya Guverinoma.
Isosiyete ifite umwanya wa mbere ku isoko ry'isanduku yo kumurongo hamwe n'umugabane wa 23% mu mezi 6 2020. Muri icyo gihe, isosiyete yiyongera ku buryo yihuta kurusha isoko yiyongera mu mezi 6 yambere ya 2020. Rero, amafaranga ya IVI yiyongereyeho 58% y / y amezi 6 2020, agera kuri miliyari 4.3.
Isosiyete ni umuyobozi w'isoko kandi yerekana iterambere ryinshi. Muri icyo gihe, aratsinda mu gukomeza imyanya, nubwo nubwo amarushanwa aremereye mu maso ya Okko (Sberbank umutungo wa Sberbank (MCX: SBER: SBER: SBER)) Disiki (YandEs). Imyanya ikomeye izatuma sosiyete ifite umutungo wicyubahiro cyane ku isoko ryibanze.
Ibisohoka mubucuruzi kuri Ipo byaha abashoramari amahirwe yo gushora imari muri sosiyete ikomeye yo gukura gukorera kumasoko yikirusiya. Nta bakinnyi benshi nkabo.
Platypus
Ninde! Umuyobozi w'isoko mu rwego rwo gutanga ibiryo n'ibicuruzwa bifitanye isano na e-ubucuruzi bw'Uburusiya.
Ryari? Nta gahunda yihariye.
Kugeza ku 2020 Mata Umugabane wa Utona, X5 na Sbermarket ni 10%, 12% na 11%.
Wчzos yongereye ibicuruzwa mu mezi icyenda ya mbere ya miliyari 110 kugeza kuri miliyari 11.6. (+ 66% g / g) kurwanya miliyari 7.0. Mu mezi 9 2019. Umuyobozi wa sosiyete yavuze ko muri 2023 isosiyete yashoboraga kugera ku kiruhuko, ndetse. Cyangwa ahari kare.
Umuyobozi mukuru wa UTONOS yavuze mu Gushyingo 2020 ko ubu isosiyete idateganya kujya kungurana imigabane. Mugihe kizaza, amahirwe nkiya arashobora kuganirwaho, ariko uyumunsi nta gahunda nkizo.
Ibisohoka byisosiyete kumurongo birashobora kuba umushoferi mwiza kuri rubbon. Ibi bizabaho niba isoko ibona inkuru yubucuruzi buhuriweho igice cyamaraso na lente. Iyi nkuru irashobora kwitabwaho byinshi mugihe cyo gushyira, kubera sturgies, ishobora kuzanwa mubigo byombi.
Mugihe guhuza cyangwa guteza imbere imishinga ihuriweho (Venture ihuriweho) hagati yigitambaro no kubaho amazi imbere mbere yo gushyira imbere, gushyira indege bizaba bifite ingaruka zikomeye kuri kaseti. Bizaba bifitanye isano no gutangaza agaciro k'urukuta. Ku rugero runini, ibi bizaterwa nuko abadandaza kumurongo bagurishijwe bakunze kugwiza cyane kuruta ibisanzwe.
Nanone, isosiyete irashobora gushyiraho amarushanwa yo ozon kubashoramari. Wkonkos numukinnyi munini mumasoko yo kugurisha ibiryo, gutunganya amategeko 30% kuruta Ozon. Ariko, muri rusange, Ozon numukinnyi munini kubera kubura umwihariko ku isoko rimwe. Nubwo iyi, umubare witerambere rya hafi (+ 66% g / g kurwanya + 70% y / y kumezi 9 2020 Ozon), hamwe nimyanya yubuyobozi, irashobora gutuma Ozon ikemura Ozon. Ibi bizaganisha ku kugwa kworoheje bya ozon.
Intsinzi
Ninde! Indege nini-Louro, mu Burusiya.Ryari? Gutinda ubuziraherezo.
Muri 2019, umuyobozi mukuru wa Aeroftora yavuze ko Aeroflot ateganya iPo ya 25% yimari shingiro ya 25%. Ariko, kuva muriki gihe isosiyete yahinduye umuyobozi mukuru. Vuba aha, yavuze ko aho intsinzi ya IPO idasuzumwa.
Sibur
Ninde! Sibur - Amavuta manini yuzuye peteroli na gaze ya chimie yuburusiya.
Ryari? Ntazwi.
Ibihuha bijyanye no gusohoka kwa Sibur kuri IPO byagoretse igihe kirekire. Sibur yari yiteguye iPO muri 2018, ariko kuva icyo gihe icyemezo cyo kwinjira mu bucuruzi nticyemewe. Muri Gashyantare 2019, Konov yavuze ko nyuma yo gutangiza igihingwa cya Zapsibnefch, mu mpeshyi ya 2020, byafatwaga nk'igihe cyo gucuruza bidakwiye, ahabwa icyorezo cya coronasic.
Nyuma yo gushyiraho Peter O'brien, wahoze ari umuyobozi mukuru wa Morgan Stanley, muri MS), ku mwanya w'umuyobozi w'imari wa Sibur muri Nzeri umwaka ushize, bisa nkaho IPO yisosiyete yanze bikunze. Muri Nzeri 2030, umuyobozi wa Sibur Dmitry Konov yashimangiye ko isosiyete itegereje igice cyiza cy'ibintu bitatu: Amatangazo y'imari, imiterere y'amasoko - inganda n'imari.
Amafaranga yinjira mu mezi 9 ya 202 angana na miliyari 369.4. (-6.6% y / y), EbbibDA igera kuri miliyari 122.0. (-3.3% g / g).
Datville
Ninde! Ububiko bwurusobe rwibiryo byiza.
Ryari? Umwaka wa mbere.
Indi sosiyete yikirusiya, niyihe gahunda yo kwinjira mu ivunjisha ry'Abanyamerika, ni urunigi rw'amaduka y'abajura. Nk'uko byatangajwe na Andrei Krivenko, umwanzuro w'ikigo, icyemezo cya nyuma kitarakemerwa, ariko aho gushyira ahagaragara ku bubiko bwa New York na Moscou.
Birakwiye ko tumenya ko ubu butumwa ubu ari nyuma yiterambere ryayo. Ubwa mbere, mugihe icyorezo cya Pandemic na Quarantine, Isosiyete yongerewe kumurongo wo kugurisha kumurongo kuva kuri 1% kugeza 15% yinjira mu bicuruzwa bitanu binini bitwara ibicuruzwa mu Burusiya, kandi amafaranga yinjira muri 47% Y / Y mu gice cya mbere cya 2020.
Mugihe kimwe nubunini bwuzuye, isosiyete iraba inyuma yindi produilr yinganda zicururizwamo zakozwe na IPO - Kosora igiciro. Noneho, kuri Dvorville, amafaranga yinjira muri 2019 ingana na miliyari 83. Kurwanya miliyari 142.9.
Byongeye kandi, isosiyete ireba cyane amasoko y'iburengerazuba: Ububiko bumaze gukorera i Paris, mu rundi muri Amsterdam, hafunguwe amanota ya Offline mu Burayi n'Ubushinwa nabyo byaganiriweho.
Igishimishije, muri 2019 isosiyete yakiriye amafaranga miliyari 3. Inyungu nziza kuri miliyari 82.5. Amafaranga yinjira kandi yohereje amafaranga miliyari 2. Kwishura inyungu. Isosiyete imaze imyaka 5 ikora nta myaka idahwitse.
SovCombank
Ninde! Umutungo wa gatatu munini wa banki yigenga mu Burusiya.
Ryari? Umwaka wa mbere.
Isosiyete igiye muri IPO kuva 2018. Muri Gashyantare 2020, Reuters yatangaje ko SovCombank ategura ipo mu gihe cy'amazu ya SACHMan, Stanley nk'abategura, Mosbierzhu - nk'inyabunjiriro ryo gucumbika.
Icyakora, ibibazo byabujije iyo gahunda, maze muri Mata Perezida wungirije w'Ubutegetsi w'Inama y'Ubutegetsi yavugaga kuri IPO: "Uyu mwaka - nta gushidikanya ko habaho, umwaka utaha - Ntabwo ari ukuvuga, hashobora kubaho a Urugero ruhe umwaka utaha hashobora kuba Windows kuri IPO. "
Isosiyete yerekana iterambere ryihuse rya banki zu Burusiya. Rero, umubare wabakiriya bacuruza bakuze bagera kuri miliyoni 8.1 mugihe cyamezi 9 2020 (+ 29% bitarenze 31 Ukuboza 2019). Agahinda Inyungu zamezi 9 yambere ya 202 yiyongereyeho 21% y / y kandi angana na miliyari 22, kandi muri 2019 yiyongereyeho 70%: kuva kuri miliyari 17.5. amafaranga agera kuri 30.1.
Kubwigitekerezo cacu, ibitekerezo bishimishije cyane mumacumbi biri imbere nibi bikurikira:
- Sisitemu ya AFC irashobora kwerekana iterambere ryinshi mumyaka mike iri imbere kubera gushyiramo umutungo wacyo. Ibyingenzi ni itsinda rya Segezha, Medisi na Steppe.
- IPO yimyandikire irashobora kugira ingaruka neza Amagambo ya RIBBON mugutezimbere amateka hamwe na synergies hagati yisosiyete yombi. Birashoboka kandi kwita ku migabane ya Ozon bitewe nuko abashoramari bazahitamo gukina e-ubucuruzi binyuze mumuyobozi wigice cyayo.
Ingingo yanditswe ku bufatanye na Ssesenge isesengura Nikolai Chikvashvili
Soma ingingo zumwimerere kuri: gushora.com