Ukraine/kazakhstan.....maerkte in der bodenbildung (Seite 6)

[bmann025]

So, schaue mal wieder jahreszeitueblich ueber den Tellerrand.

Rushydro (HYDR.LSE) liegt z.B. unter heftigen Umsaetzen im (dividendenbereinigten GBP) Chart an einer interessanten Unterstuetzung:

9 Monatszahlen
https://www.londonstockexchange.com/exchange/news/market-new…

Ist aber historisch gesehen kein Multibagger. Gibts noch weitere Vorschlaege?

[lapamita]

PJSC “Ukrnafta”, January-September 2018 increased its net profit by 4.3 times compared to the same period of 2017 to 4,726 billion.

On Wednesday, October 31, writes Interfax-Ukraine.

According to the company in the information disclosure system of the National Commission on securities and stock market (NKTSBFR), its net income increased by 35.8% (7,135 bn UAH) – 27,54 billion UAH, gross profit – by 71.9% (6,596 billion), to 15,769 billion.

In January-September 2018 “Ukrnafta” sold 1.93 million tonnes of oil with gas condensate at 15,135 billion UAH 291 million cubic meters of natural gas to 2,219 billion, 258,9 thousand tons of petroleum products 7,193 billion and other products (fertilizer, nitrogen compounds, liquefied gas, etc.) – 2,507 billion.

According to the report, the overdue tax debt of the company on 30 September 2018 to 10.4 billion. For the nine months of “Ukrnafta” has paid taxes to UAH 11.6 bn, including UAH 1.1 bn tax debt.

[lapamita]

hallo

ich bin ja nicht mehr dabei ( oder fats nict mehr ausser den 1000 Adrs Ukrnafta)

ukrnafta gabs meldungen nutzen aber auch nix mehr fuer uns
https://www.ukrinform.de/rubric-polytics/2565454-schweizer-g…

die Zahlen die jetzt kommen sollten auch sehr gut ausfallen.

Aber was nutzt es, hatte sie nicht umgetauscht, denn bei dem versuch konto aufzumachen, hat mir die bank ein "referenzschreiben" gegeben in einem verschlossenen Briefumschlag,denn ich aber vor weitergabe ,geoffnet hatte. Eavex ,lehnte das ab, da kein stempel drauf war,sie haetten ihn nur genommen,wenn er von der Bank direkt per ost an die gegangen waere
ir war das dann alles zu umstaendlich......hoofe nur das keine kapitalmassnahmen kommen, bevor wir die abfindung bekommen , denn KEs werden in solch einer Phase nicht mitgemacht.

Centrenergo

woow vor 3 wochen ist fast unerwartet eine dividende von knappen 1000 usd ins haus geflogen... habe keine genaue abrechnung aber war wohl die aus 2017 ( bei ukrnafta kamm die letzte vo 26 uah ja nie an aufgrund der unregelmaessigkeiten aber wer weiss.......)

ukraine ist nachwievor spottbillig,aber ohne konto vor ort.........keine chance

[Lwymi]

Update Ukraine Agrarwerte

Die Agrarwerte in der Ukraine machen mir weiterhin Spaß. Die vier spannenden Werte Kernel, Astarta, IMC und MHP laufen nicht synchron, so dass man in schlechten Phasen immer mal den einen oder anderen Wert zukaufen und dafür im Gegenzug ggf. eine aktuell stark gelaufene Position reduzieren kann.

Mein letzter Zukauf war unlängst die deutlich zurückgekommene Astarta – in der Hoffnung, dass sich der Zuckermarkt wieder erholt. Zudem läuft auf dem aktuellen Niveau das Aktienrückkaufprogramm. Im Vergleich zu Südzucker vermutlich die bessere Alternative.

Bei IMC wurden vor einiger Zeit knapp 12% Dividende ausgeschüttet.

Kernel hat das Geschäftsjahr 2017/2018 schwach abgeschlossen, gibt aber einen guten Ausblick. Die Dividende bleibt konstant bei 0,25 USD.

Milkiland beobachte ich noch von der Seitenlinie. Es bleibt abzuwarten, was hier am Ende für die Aktionäre übrig bleiben wird.

[lapamita]

Oil & Gas
UkrNafta UNAF 104 Picetraget 270 Upside 160% BUY UNAF stock has been in a local upward trend since December after Parliament cut the production tax
for oil for 2017. Estimated P/E Ratio 2,9/2017e
NEws
News
UkrNafta, Ukraine’s national flagship oil producer, has submitted a new
proposal to pay off its production tax liabilities to the State Fiscal Service
(SFS) which envisages a 3-year repayment period, according to the
company’s statement published on May 17. UkrNafta had been refusing to
pay the taxes since 2014, and has accrued UAH 13.5bn (USD 510mn) in
production taxes and penalties. A previous proposal submitted to the SFS
demanded that the government write off the tax debt based on a previous
Ukrainian government’s de-jure confiscation of 2bn cu-m of natural gas from
UkrNafta in the years prior to 2010. The proposal was rejected.
Commentary
UkrNafta’s new proposal requests a write-off of the penalties for its unpaid
taxes and also asks for an extension of the company’s production licences.
We assume that the decisions on UkrNafta’s proposal will bypass the SFS
leadership and will be made at the very top of the government by Prime
Minister Groysman and President Poroshenko. The Ukrainian Mineral
Resources Service previously refused to extend nine of UkrNafta’s production
licenses, citing the tax debt. At UkrNafta’s annual shareholder meeting on
May 18, CEO Mark Rollins said the company is able to generate a sustainable
free cash flow in the current market environment, that it should be able to
pay half of the tax debt by end-2018.
Separately, we note that UkrNafta’s shareholders appointed a new
supervisory board at the May 18 meeting. An unusual sign was that longstanding
board members Igor Kolomoysky and Gennadiy Bogolubov, who
have controlled UkrNafta for more than a decade through their Privat Group,
were replaced by lawyers affiliated with the group. Although the rotation in
Privat representatives at UkrNafta could be merely a technical point, we do
not rule out that it could also be evidence of a possible change in UkrNafta’s
shareholder structure in the medium term.
The Kyiv-listed UNAF stock currently trades at UAH 102 per share, or less
than USD 4, after being above USD 100 as recently as 2011. The stock price
has fallen by 10% since mid-April, as the company’s 1Q17 financial results
were lackluster. Moreover, there is a strong possibility that despite UkrNafta’s
positive cash flow, it will be forced to recognize additional large non-cash
expenses related to toxic account receivables from Kolomoysky-controlled
related parties.

[lapamita]

hallo

Centrenergo

wer kann das errechnen , eine dividende scheints auch gegeben zu haben.

centrenergo hat 368mio aktien ausstehen macht eine marktcap x 11 uah von ca 4 mrd oder euro 150mio ca

schaut mal die zahlen an fuer FY 2016

die fiielen beesser aus als erartet

The Cabinet of Ministers of Ukraine at a meeting on May 31 revised the financial plan of PJSC Centrenergo for 2017.

According to the draft resolution put on the agenda of the Cabinet meeting, in particular the company's net profit was revised to UAH 116.333 million against the previously expected profit of UAH 101.987 million, net income to UAH 13.666 billion (previously UAH 12.839 billion), gross profit to UAH 644.917 million (previously UAH 694.117 million), EBITDA to UAH 607.581 million (UAH 490.156 million).

[Lwymi]

Update Ukraine Agrarwerte

Damit hier im Thread nicht zu viel Ruhe einkehrt, gibt es von mir ein kleines Update, obwohl es eigentlich nicht wirklich Spannendes zu berichten gibt.

Bedingt durch die Kursanstiege bei Kernel habe ich hier bereits vor einiger Zeit die Hälfte der Position in MHP umgeschichtet. Gründe waren hierbei neben der Risikostreuung im Wesentlichen die damalige Charttechnik beider Werte und die satte Dividende bei MHP. Die Bilanz sieht bedingt durch die hohen Ausschüttungen bei MHP allerdings weniger schön aus.

Meine letzte Umschichtung von Milkiland zu IMC hat sich in der Zwischenzeit ebenfalls als gute Entscheidung herausgestellt. Das tangible Eigenkapital von Milkiland ist zum Ende des letzten GJ fast vollständig aufgerieben.

Mein aktueller Ukraineeinsatz jetzt also Astarta, Kernel, IMC, MHP ... sortiert nach Gewichtung aber nach der o.g. Umschichtung eigentlich in etwa gleich groß.

Nachdem es bei diesen Werten jetzt (zumindest gefühlt) zu einer deutlichen Stabilisierung gekommen ist, könnte man diese trotz der zum Teil erheblichen Gewinne jetzt durchaus als stressfreie langfristig Positionen sehen.
Meinungen dazu?

[Jgersauce]

Wem gehoert UKRtelecom ?

Einerseits deuten Artikel auf http://www.epicinvest.com INVESTMENTS aus Oesterreich hin , Telecommunications company Ukrtelecom, Ukraine

andererseits sagen Quellen der Typ hier : http://www.scmholding.com/en/ Rinat Akhmetov

Hier mal der Bericht von 2016 :

In 2015, Ukrtelecom has shown growth in most indicators
Tvytnut

03/22/2016


By results of 2015 Ukrtelecom income * increased by 584 million. USD. ** to 6.773 billion. UAH.

EBITDA of the company was 1.86 billion. UAH., Which is 55% more than in 2014.

The EBITDA margin last year increased by more than 8.5 percentage points and reached 27.5%. The ratio of debt to EBITDA decreased from 1.7 (end of 2014) to 1.0 (end of 2015), indicating increased liquidity of the company.

Net income amounted to 445 mln. USD.

Revenue from telecommunications services increased by 120 mln. USD. to 6.12 bln. UAH.

The structure of the telecommunications operator revenues gradually changing. Subscribers in Ukraine, as well as around the world, increasingly prefer mobile communications. Accordingly, revenue from fixed telephony is slowly decreasing. Last year it fell by 2.2% to 3.2 bln. UAH.

Instead, revenue from providing broadband internet continues to grow - last year it increased by 136 mln. USD. 1, 323 bln. UAH. In 2015, the operator connected to a worldwide network of more than 200 settlements. Now their number - about 1900.

Base broadband Internet by the end of 2015 totaled 1.63 million. Users. The company continues to develop broadband line and bring to market new, modern and affordable supply. For example, the number of users of the service "Interactive TV», which was introduced in mid-2014, increased by 3.5 times.

The company also continues to invest in new services for corporate clients. Last year, the operator introduced service "Cloud PBX", which has more than 2500 lines.

Popular services for large businesses was the provision for use of Data center Ukrtelecom. Given the demand, the company last year increased capacity of the center by 10% to 4,300 units and is considering further expansion.

Last year Ukrtelecom connected to the optical Internet over 1,000 points in the B2B segment. Now corporate clients can use the Internet access at speeds up to 10 Gb / s.

In addition, last year Ukrtelecom implemented a number of projects on construction of telecommunications networks in the segment of large enterprises. Over 20 national projects with thousands of objects throughout Ukraine sold last year.

In 2015, the budgets of all levels transferred almost 2 bln. UAH.

"2015 brought the company's growth in most indicators. This shows the correctness of the chosen strategy. In the past year we have focused on improving the efficiency of corporate governance by introducing a new operating model and business process optimization. Next year, thanks to the support of China Development Bank and Huawei, will be the year beginning on largest ever Ukrtelecom modernization, which will help the company make a qualitative leap. Ukrtelecom, which has long lost its monopoly on the telecommunications market should complete the transition to the status of technological leader telekomindustriyi Ukraine ", - said Yuri Kurmaz, director of JSC" Ukrtelecom ", commenting on the results.

* Data for 2015 according to unaudited statements in 2015.

** For accuracy comparisons used 2014 data, excluding ARC

Certificate:

PJSC "Ukrtelecom" - the largest fixed operator in Ukraine, the leader among Internet providers. Ukrtelecom is the sole shareholder and a member of "TryMob" - standard mobile operator 3G / UMTS.

October 4, 2013 JSC "Ukrtelecom" became part of the SCM Group.

SCM - professional investor, the managing company of the leading financial and industrial group of Ukraine, focusing on three core business areas: mining and metals, power generation and finance, telecommunications, media, real estate, retail, manufacturing, minerals, petroleum products trade, agriculture, engineering and transportation. October 4, 2013 JSC "Ukrtelecom" became part of the SCM Group.

The structure of SCM Group includes Metinvest and DTEK, First Ukrainian International Bank, ASKA and ASKA-Life Ukrtelecom telecommunications group Vega, «Media Group Ukraine" ESTA Holding (real estate), Ukrainian Retail (retail), UMG (production of mineral raw materials), Parallel (petroleum products operator), HarvEast (agriculture), engineering holding Corum Group, a transport holding "Portinvest" and others.

Chief Executive Officer: Oleg Popov.

100% of shares of SCM is owned by Rinat Akhmetov.

Website SCM: http://www.scm.com.ua/

[bmann025]

Time to Buy Russian Stocks Again?

http://www.barrons.com/articles/time-to-buy-russian-stocks-a…

[Steigerwälder]

Hmm...

für meinen Geschmack geht der Aufschwung in China schon etwas zu lange somit dürften sich dir dortigen Bilanzen schon ordentlich mit faulen Krediten vollgesaugt haben.

Sberbank und OTB haben sich schon schön erholt seit den Tiefs.

Warum man derzeit in der Türkei investieren soll leuchtet mir nicht ein. Ich denke dort wird in Kürze ein 15 jähriger Aufschwung zu Ende gehn.

Brasilien und Mexiko aber hört sich interessant an.