Mail.ru - russisches Internetportal und Facebook-Aktionär (Seite 11)



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Ich weiß gar nicht, ob hier noch jemand mitliest. Es wurde schon lange nichts mehr gepostet. Die Umsätze an deutschen Börsen sind ebenfalls minimal. Mail.ru ist offensichtlich nicht im Visier deutscher Anleger.
Schade um diese hochspannende und m.E. aussichtsreiche Aktie.
Auch Mail.ru musste in Folge der Krim-Krise zuletzt mächtig Federn lassen. Ich hab das genutzt um zuzukaufen.

Als Ursache für den heutigen Kurssprung (Handel in D heute nur bei Tradegate, in London aktuell ein Plus von 8,7%) vermute ich mal das hier:

Reichster Russe: Raus aus Facebook und Apple - rein in Alibaba

Große Umschichtungen im Internetsektor. Russlands reichster Oligarch, Alisher Usmanov, hat sich kürzlich von Positionen der US-Unternehmen Apple und Facebook getrennt. Stattdessen ist Usmanov Investments in chinesische Titel wie Alibaba eingegangen. 70 bis 80 Prozent seiner Internet-Engagements sollen derzeit in China angelegt sein. Ein Sprecher von Usmanov sagte: "Wir hoffen, dass wir mit unseren neuen Investments mindestens die gleiche Performance erzielen, die wir mit US-Internetaktien eingefahren haben."

http://www.deraktionaer.de/aktie/reichster-russe--raus-aus-f…
London schließt heute mit einem Plus von 10,54%. Gehandelte Stücke: 1,71 Mio.

In Deutschland wurden heute gerade mal 146 Aktien gehandelt.
Hier noch mal genauere Infos:

Billionaire Alisher Usmanov sold shares in Apple Inc. and Facebook Inc., focusing on technology investments in China such as Alibaba Group Holding Ltd. and may expand stakes in Russian assets, an executive said.
“Chinese companies account for about 70 percent to 80 percent of the portfolio of our foreign Internet investments,” Ivan Streshinskiy, head of Usmanov’s asset-management company USM Advisors LLC, said in an interview on March 14 in Moscow. Most of the investment is in “Alibaba, JD.com and some other companies with great potential,” Streshinskiy said.

Er hat also offensichtlich auf eigene Rechnung und nicht als Miteigentümer vom Mail.ru gekauft.
Mail.ru besitzt allerdings Anteile an JD.com (alias: Jingdong). Jingdong ist direkter Alibaba-Konkurrent und strebt wie Alibaba einen Börsengang in den USA an, voraussichtlich schon im "nächsten Quartal".

Auch interessant:

If stocks fall further, Usmanov’s company may consider buying more shares of wireless operator OAO MegaFon and Internet company Mail.ru Group Ltd., he said.
“Mail.Ru and MegaFon revenue is coming from Russia and people won’t stop making calls and using the Internet,” Streshinskiy said. “If the events will further escalate, we will be buying shares. Crisis is always a good opportunity as valuations become cheap.”

Ein weiterer Grund für den Kursanstieg gestern:

Mail.ru agreed to buy 12 percent of VKontakte, Russia’s biggest social network, raising its stake to 52 percent, and started to buy back $45 million of its own stock, the company said in statements today.

Quelle für alles:

http://www.bloomberg.com/news/2014-03-17/billionaire-usmanov…
Informativer Bericht in der WELT zur Situation des Internet-Sektors in Russland, der auch die Kursentwicklung bzw. den tiefen Sturz letzte Woche von Mail.ru erklärt:
http://www.welt.de/wirtschaft/article127515119/Fuer-Putin-is…

Mail.ru ist dank seiner vielen internationalen Beteiligungen allerdings mE mehr als nur eine russische Internetfirma.
Trotz Russlandkrise ist die Aktie ja auch nicht richtig günstig geworden; 20er KGV halte ich für fair http://www.investresearch.net/mail-ru-aktie/

foodpanda sells its Russian business for USD 100 million

– Successful sale achieving a significant return on the original investment for foodpanda
– The sale allows foodpanda to further expand in its 20 core countries across Asia, the Middle East and Eastern Europe as the leading local food marketplace with combined last-mile-delivery operations


Berlin, 3rd November 2016:

foodpanda, the leading food delivery business in emerging markets, has agreed to sell 100% of its Russian Delivery Club business to Mail.Ru Group, a leading Russian internet company for USD 100 Million in cash.

foodpanda entered the Russian market in 2012 and in 2014 acquired the local competitor Delivery Club. Since then the group has grown its Russian business significantly, building the market leader in Russian food delivery.

The transaction consideration of USD 100 Million represents a significant return on foodpanda’s original investment.

foodpanda remains the food delivery market leader in emerging markets with a presence in more than 20 countries, including key markets such as Singapore, Hong Kong, India and Saudi Arabia. The Russian business recently accounted for about 10% of foodpanda’s global revenue. The cash proceeds will be re-invested to continue the expansion in foodpanda’s core regions in Asia, Middle East and Eastern Europe.

Mail.Ru Group is one of the largest Russian Internet companies, since 2010 listed on the London Stock Exchange. Its products reach approximately 94% of Russian Internet users, and amongst others owns the country’s most popular email service, the three largest Russian social networks, including 100% of VKontakte, as well as the messaging service ICQ, and Russia’s largest online games business.
03.05.2017

Mail.Ru Group Acquires Am.ru

Mail.Ru Group Limited (MAIL.IL, hereinafter referred as "the company"), one of the largest internet business in Russia today announces the signing of the agreement to acquire Am.ru, one of the largest Russian auto classifieds websites, from Rambler&Co.

The deal is an all cash acquisition of $10m and is expected to be closed at the beginning of May.

Commenting on the acquisition Dmitry Grishin, Cofounder and Chairman of the Board of Mail.Ru Group, said:

“The auto classifieds segment is one of the largest digital markets displaying solid growth worldwide. The acquisition of Am.ru puts us in a favorable position to leverage our expertise and resources, get a good share of that market and bring Am.ru to even further success. Am.ru has substantial synergies with Youla, and we are planning on fully integrating the two projects.”

Boris Dobrodeev, CEO (Russia) of Mail.Ru, said:

“The acquisition of Am.ru fits very well into our e-commerce 2.0 strategy. There are clear synergies with Youla; the addition of the strong team and functionality from Am.ru will allow us to continue expanding our significant presence in the classifieds market.”

Rafael Abramyan, Executive Director of Rambler&Co, said:

“Selling Am.ru is an excellent example of Rambler&Co's investment strategy, the essence of which is to invest in a wide range of early stage startups so that at some point they become attractive as acquisition targets. We acquired Am.ru 1.5 years ago, invested in building a new team, actively marketed it both via and outside Rambler&Co's resources, thus creating an attractive auto classifieds platform. ”

Oleg Golubtsov, Founder of Am.ru, said:

“We are happy to become part of Mail.Ru Group, one of the most successful Russian technological companies. It provides our project with a foothold to become the leading auto portal in one of the largest internet/auto markets in Europe.”

Am.ru team including the founder will join Mail.Ru Group to develop auto classifieds business.
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