| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Лукойл | RUB | 5101 | (-0.4%) | 24.1% | 17.4 | 80.9% | 108.3% | 94.6% | 22.9% | 2.6x |
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| Нижнекамскнеф-м | RUB | 110.5 | (0.0%) | 1.3% | -13.9 | 73.1% | 161.6% | 117.4% | 18.9% | 5.0x |
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| Новатэк | RUB | 1334.2 | (-0.7%) | 7.9% | 4.8 | 69.0% | 34.4% | 51.7% | 24.8% | 12.2x | n/a | n/a |
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Eastern European companies — Screener (at USDRUB exchange rate: 81.98)
Oil & Gas
Metallurgy
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Северсталь | RUB | 1020.6 | (+0.5%) | 0.0% | 31.9 | 91.5% | 97.6% | 94.6% | 34.5% | 2.2x |
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| Евраз | GBP | 0.8089 | (0.0%) | 0.0% | 98.5 | 49.4% | 200.0% | 124.7% | 28.2% | 1.0x |
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| ММК | RUB | 41.145 | (+1.2%) | 0.0% | 26.2 | 75.0% | 98.6% | 86.8% | 34.2% | 1.4x |
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| Мечел | RUB | 176.3 | (+5.6%) | 0.0% | 48.5 | 65.0% | 182.3% | 123.7% | 26.7% | 3.4x |
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| НЛМК | RUB | 149.78 | (+1.5%) | 0.0% | 25.3 | 85.5% | 88.7% | 87.1% | 36.8% | 2.1x |
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| Русал | RUB | 38.37 | (-0.3%) | 0.0% | 11.3 | 40.2% | 125.9% | 83.1% | 36.0% | 4.3x |
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| ТМК | RUB | 129.8 | (-1.5%) | 13.3% | 30.6 | 37.7% | 74.7% | 56.2% | 37.2% | 4.4x |
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Mining
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Норникель | RUB | 14628 | (-0.4%) | 8.0% | 2.6 | -24.9% | -30.7% | -27.8% | 18.1% | 5.0x |
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| Полюс | RUB | 10315 | (+0.1%) | 4.2% | -0.9 | -21.1% | -42.0% | -31.6% | 7.9% | 9.3x |
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| Полиметалл | RUB | 565.7 | (-2.0%) | 6.1% | -18.1 | -9.5% | -38.7% | -24.1% | 12.1% | 6.4x |
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| Селигдар | RUB | 49.78 | (-0.8%) | 9.0% | -30.6 | 2.4% | -9.0% | -3.3% | 39.5% | 5.6x |
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Chemistry
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Акрон | RUB | 18902 | (-0.3%) | 0.0% | 4.6 | 72.8% | 200.0% | 136.4% | 35.4% | 10.8x |
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| КуйбышевАзот | RUB | 649.6 | (0.0%) | 7.7% | 2.2 | 44.6% | 115.3% | 80.0% | 10.8% | 11.3x |
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| Фосагро | RUB | 7405 | (-0.2%) | 14.1% | 10.6 | -35.7% | -43.7% | -39.7% | 50.6% | 4.8x |
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Food & Agro
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Русагро | RUB | 855.4 | (+2.2%) | 0.0% | 6.1 | -22.9% | -55.9% | -39.4% | 23.3% | 5.6x |
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| Рус-Аква | RUB | 583.75 | (+0.6%) | 6.5% | -5.8 | 130.4% | 200.0% | 165.2% | 86.3% | 8.9x |
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| Черкизово | RUB | 3016.25 | (+0.2%) | 0.0% | -10.7 | 5.1% | -9.0% | -2.0% | 16.3% | 7.4x |
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Transportation
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| FESCO | RUB | 62.27 | (+0.3%) | 0.0% | 10.7 | 18.8% | -38.8% | -10.0% | 62.1% | 3.4x | n/a |
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| Global Ports | USD | 0.64 | (0.0%) | 0.0% | 82.3 | 33.2% | 28.6% | 30.9% | 19.0% | 2.6x | n/a |
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| ГлобалТранс | RUB | 510.85 | (+5.0%) | 0.0% | 24.1 | 12.1% | 13.2% | 12.7% | 10.7% | 2.3x |
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Coal
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Распадская | RUB | 284.65 | (+0.1%) | 0.0% | 24.0 | -31.8% | -77.9% | -54.9% | 85.0% | 1.9x |
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Retail
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| Абрау Дюрсо | RUB | 274.8 | (0.0%) | 2.3% | -2.2 | 23.1% | 9.2% | 16.2% | 16.0% | 10.0x | n/a |
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| Белуга | RUB | 4193 | (+1.7%) | 14.9% | -2.6 | 25.1% | 50.1% | 37.6% | 32.6% | 5.2x | n/a |
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| Детский мир | RUB | 71.31 | (+0.1%) | 0.0% | 2.1 | 6.1% | -9.8% | -1.9% | 15.2% | 4.5x | n/a | n/a |
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| X5 Retail | RUB | 1484.5 | (+1.5%) | 0.0% | 17.8 | 15.2% | -5.7% | 4.8% | 14.1% | 3.3x | n/a | n/a |
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| Fix Price | RUB | 366.5 | (+3.2%) | 0.0% | 4.6 | 17.3% | 17.5% | 17.4% | 25.1% | 7.2x | n/a |
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| Лента | RUB | 102 | (0.0%) | 0.0% | 6.0 | 3.5% | -12.5% | -4.5% | 10.2% | 2.3x | n/a | n/a |
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| Магнит | RUB | 4250.5 | (+1.4%) | 0.0% | 0.9 | 38.7% | 40.3% | 39.5% | 20.9% | 4.0x | n/a |
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| М.Видео | RUB | 189.55 | (+0.6%) | 0.0% | -24.7 | -30.3% | -20.0% | -25.2% | 7.9% | 6.4x | n/a | n/a |
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| ОКЕЙ | RUB | 30.69 | (0.0%) | 0.0% | -64.6 | 6.0% | 6.5% | 6.3% | 7.5% | 2.5x | n/a |
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IT
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| Cian | RUB | 629 | (+2.1%) | 0.0% | 4.9 | 39.2% | 0.0% | 19.6% | 55.7% | 29.7x | n/a |
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| Head Hunter | RUB | 2106 | (+6.6%) | 0.0% | 7.4 | 24.7% | 46.6% | 35.7% | 43.3% | 11.0x | n/a |
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| OZON | RUB | 1946.5 | (+6.8%) | 0.0% | -12.1 | 46.7% | 0.0% | 23.4% | 49.7% | -61.3x | n/a | n/a |
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| Positive Technologies | RUB | 1893.2 | (+2.6%) | 2.3% | 3.6 | 10.7% | 0.0% | 5.4% | 70.5% | 19.5x | n/a | n/a |
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| VK company | RUB | 633.6 | (+0.3%) | 0.0% | -25.9 | -15.9% | -30.4% | -23.2% | 2.6% | 9.9x | n/a | n/a |
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| Whoosh | RUB | 214.29 | (0.0%) | 4.7% | -1.0 | 74.1% | -2.6% | 35.8% | 144.3% | 9.9x | n/a | n/a |
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| Яндекс | RUB | 2425.4 | (+4.1%) | 0.0% | 7.0 | 54.0% | 0.0% | 27.0% | 34.1% | 13.1x | n/a | n/a |
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Banking
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| Банк СПБ | RUB | 168.9 | (+1.0%) | 19.5% | --- | 17.9% | 49.1% | 33.5% | 22.5% | 4.4x | n/a |
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| Мосбиржа | RUB | 122.45 | (+2.0%) | 4.0% | --- | 39.5% | 77.0% | 58.3% | 21.1% | 6.6x | n/a | n/a |
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| QIWI | RUB | 675.5 | (+2.3%) | 0.0% | --- | 83.9% | 21.5% | 52.7% | 28.2% | 2.1x | n/a |
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| Ренессанс Страхование | RUB | 70.5 | (0.0%) | 0.0% | --- | 13.1% | -22.2% | -4.6% | 8.6% | 10.9x | n/a | n/a |
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| Сбербанк | RUB | 241.25 | (+0.2%) | 10.4% | --- | 11.1% | 200.0% | 105.6% | 14.1% | 9.6x | n/a |
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| СПБ Биржа | RUB | 159.6 | (-2.7%) | 0.0% | --- | 84.1% | 0.0% | 42.1% | 140.4% | 122.0x | n/a | n/a |
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| Тинькофф | RUB | 3281 | (+0.7%) | 0.0% | --- | 3.3% | 200.0% | 101.7% | 18.0% | 18.2x | n/a |
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| ВТБ Банк | RUB | 0.02288 | (+2.3%) | 0.0% | --- | -4.4% | 200.0% | 97.8% | 24.5% | 0.9x | n/a | n/a |
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Telecom
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| МТС | RUB | 326.6 | (-0.1%) | 10.5% | 14.2 | 5.8% | 2.4% | 4.1% | 2.5% | 4.6x | n/a |
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| VEON | USD | 0.5221 | (+0.2%) | 0.0% | 131.3 | 0.1% | -1.0% | -0.5% | 6.6% | 2.7x | n/a | n/a |
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Building
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| Эталон | RUB | 82.36 | (+0.2%) | 0.0% | -91.7 | 1.2% | 12.1% | 6.7% | 19.2% | 8.0x | n/a |
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| Группа ЛСР | RUB | 773.9 | (+0.1%) | 10.1% | -98.4 | -1.9% | -11.3% | -6.6% | 18.9% | 7.6x | n/a | n/a |
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| Группа ПИК | RUB | 707.2 | (-0.3%) | 0.0% | -32.4 | 23.5% | -16.5% | 3.5% | 31.6% | 8.6x | n/a | n/a |
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| Самолет | RUB | 3043.5 | (+2.9%) | 2.7% | -74.2 | 77.4% | 116.5% | 97.0% | 78.6% | 11.5x | n/a |
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Energy
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| En+ Group | RUB | 437.8 | (0.0%) | 0.0% | 11.3 | 40.3% | 181.4% | 110.9% | 17.7% | 5.4x | n/a |
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| Энел Россия | RUB | 0.563 | (0.0%) | 0.0% | -46.9 | 19.2% | 26.6% | 22.9% | -15.1% | 6.5x | n/a | n/a |
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| Юнипро | RUB | 1.811 | (-0.5%) | 0.0% | 27.2 | 18.1% | 200.0% | 109.1% | 7.9% | 2.6x | n/a | n/a |
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Medicine
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | |||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | |||||||
| United Medical Group | RUB | 599.1 | (0.0%) | 0.0% | 0.2 | -31.5% | -40.8% | -36.2% | 10.1% | 10.2x | n/a | n/a |
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| Мать и дитя | RUB | 622.1 | (+0.8%) | 1.4% | 13.9 | -1.1% | -3.0% | -2.1% | 19.9% | 5.4x | n/a | n/a |
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Other
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| АФК Система | RUB | 15.63 | (+0.3%) | 2.6% | -86.5 | 18.3% | 16.5% | 17.4% | 9.0% | 4.5x | n/a |
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| Сегежа | RUB | 5.154 | (+0.2%) | 12.4% | -15.5 | -41.7% | -90.6% | -66.2% | 28.3% | 15.3x |
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State
| Company / category | Price and change |
Year div-d yield | FCF Yield LTM | Last growth Revenue/EBITDA |
AVG growth last/hist |
EV/LTM | EBITDA | Express potential |
Next IFRS report | Operating results | ||||||
| CCY | Price | +/- | Revenue | EBITDA | Last | Hist. | (exp) | (p50) | ||||||||
| Башнефть | RUB | 1982 | (0.0%) | 10.1% | -2.8 | 200.0% | 200.0% | 200.0% | 29.1% | 2.9x | n/a | n/a |
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| Газпром | RUB | 164.65 | (+1.3%) | 31.0% | -0.1 | -17.0% | -42.6% | -29.8% | 38.2% | 2.4x |
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| Роснефть | RUB | 459.85 | (+0.3%) | 8.3% | 3.1 | -24.2% | 0.1% | -12.1% | 21.7% | 4.0x | n/a | n/a |
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| Газпром нефть | RUB | 514.5 | (+0.3%) | 15.9% | 22.2 | 26.8% | 92.4% | 59.6% | 20.3% | 3.5x |
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| Татнефть | RUB | 470.7 | (-0.1%) | 14.3% | 20.9 | 27.1% | 9.9% | 18.5% | 19.1% | 3.0x |
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| Алроса | RUB | 65.98 | (0.0%) | 0.0% | 7.4 | -28.3% | 30.7% | 1.2% | 9.8% | 3.8x |
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| Аэрофлот | RUB | 39.5 | (+0.4%) | 0.0% | -39.9 | 90.5% | 0.0% | 45.3% | 29.1% | 6.9x | n/a | n/a |
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| СовКомФлот | RUB | 90.6 | (+0.9%) | 0.0% | 10.8 | 34.4% | 100.9% | 67.7% | 22.7% | 3.1x |
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| Ростелеком | RUB | 71.31 | (+1.1%) | 6.4% | 8.4 | 8.9% | 15.6% | 12.3% | 29.5% | 3.2x | n/a | n/a |
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| Таттелеком | RUB | 0.7055 | (0.0%) | 7.2% | 13.2 | -0.8% | -14.1% | -7.5% | 11.5% | 2.9x | n/a | n/a |
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| ФСК ЕЭС | RUB | 0.09432 | (-0.2%) | 0.0% | 15.5 | 2.2% | -5.1% | -1.5% | -2.7% | 2.6x | n/a | n/a |
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| Русгидро | RUB | 0.8898 | (+2.7%) | 5.6% | -27.3 | 20.5% | 19.1% | 19.8% | 4.9% | 8.2x | n/a | n/a |
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| Интер РАО | RUB | 4.082 | (+0.5%) | 6.9% | 8.2 | 20.6% | 64.3% | 42.5% | 11.8% | 0.8x | n/a | n/a |
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| МРСК Центра | RUB | 0.3936 | (0.0%) | 11.5% | -14.3 | 14.7% | 70.9% | 42.8% | 5.8% | 3.2x | n/a | n/a |
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| МРСК ЦП | RUB | 0.2353 | (+2.0%) | 13.7% | 15.4 | 13.4% | 57.8% | 35.6% | 3.6% | 2.0x | n/a | n/a |
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| МРСК Сибири | RUB | 0.3825 | (0.0%) | 0.0% | -20.8 | 7.7% | -30.9% | -11.6% | 9.9% | 9.0x | n/a | n/a |
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| МРСК Урала | RUB | 0.303 | (0.0%) | 7.9% | 9.7 | 8.6% | 51.9% | 30.3% | 19.7% | 2.8x | n/a | n/a |
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| МРСК Волги | RUB | 0.04065 | (0.0%) | 0.8% | 1.8 | 9.3% | 200.0% | 104.7% | -4.6% | 2.5x | n/a | n/a |
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| МРСК Юга | RUB | 0.04855 | (0.0%) | 0.0% | -26.1 | 17.1% | 200.0% | 108.6% | 1.0% | 6.9x | n/a | n/a |
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| МРСК СЗ | RUB | 0.0378 | (0.0%) | 0.0% | 18.0 | 0.2% | -18.8% | -9.3% | 4.5% | 3.7x | n/a | n/a |
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| Мосэнерго | RUB | 3.08 | (+7.3%) | 6.1% | 0.3 | 18.8% | -91.9% | -36.6% | 3.0% | 5.1x | n/a | n/a |
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| ОГК-2 | RUB | 0.7155 | (-0.2%) | 8.1% | 17.7 | 7.4% | -2.2% | 2.6% | -3.1% | 5.7x | n/a | n/a |
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| Россети | RUB | 0.5559 | (0.0%) | 0.0% | -11.0 | 10.3% | 13.0% | 11.7% | 0.6% | 3.3x | n/a | n/a |
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| КамАЗ | RUB | 190 | (0.0%) | 0.0% | -6.1 | 40.2% | 49.6% | 44.9% | 26.6% | 11.3x | n/a | n/a |
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| НМТП | RUB | 8.5825 | (+0.5%) | 6.3% | 15.0 | 30.3% | 54.2% | 42.3% | -2.9% | 5.6x | n/a | n/a |
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Market Attractiveness Index
Market Attractiveness Index calculated as average express-upside for TOP-5 Eastern European commodity companies with highest potential
High values of index (>30%), indicate favorable moments for additional cash contributions to the stock market / stock purchases
Current value of the Index is 216.1%
(good time to start investing)
chart technology by TradingView
Eastern European strategy of Enhanced Investments, operating since 2015.
Invests in the Eastern European stock market, currencies and futures.
The strategy is unavailable for US clients.
Eastern European Strategy
since 2015-01-01 vs IMOEX
since 2015-01-01 vs IMOEX
0.0%
-0.5%day
-0.1%
-1.5%week
+1385.8%
92.0%Since inception
Target portfolio structure
Actual Performance
| Period | Strategy | IMOEX |
|---|---|---|
| 2015 | +121.8% | +26.1% |
| 2016 | +54.3% | +26.8% |
| 2017 | +25.6% | -5.5% |
| 2018 | +29.6% | +12.3% |
| 2019 | +13.5% | +29.6% |
| 2020 | +21.6% | +8.0% |
| 2021 | +44.2% | +15.1% |
| 2022 | -20.2% | -43.1% |
| 2023 | +65.7% | +24.5% |
| Annualized | +37.5% | +8.0% |
| Day | 0.0% | -0.5% |
| Week | -0.1% | -1.5% |
| Year to date | +65.7% | +24.5% |
| Since inception (2015-01-01) | +1 385.8% | +92.0% |
Portfolio and Moscow Exchange Index dynamics (%)
| Name | Currency | Price | D | W | LTM |
|---|---|---|---|---|---|
| Brent | USD | 77.0 | +0.4% | +3.7% | -19.1% |
| URALS | USD | 51.8 | - | +7.8% | -25.5% |
| Henry Hub | USD | 2.32 | -0.3% | +7.2% | -61.9% |
| Dutch Gas | USD | 301 | - | +14.6% | -76.9% |
| Liquified Natural Gas | USD | 9.24 | - | -0.5% | -70.0% |
| Gold | USD | 1 947 | +0.1% | -1.6% | +7.7% |
| Palladium | USD | 1 391 | +0.1% | +0.2% | -27.4% |
| Nickel | USD | 21 461 | - | +0.2% | -17.0% |
| Copper | USD | 8 305 | - | +1.1% | -3.5% |
| Iron Ore | USD | 109 | - | -6.7% | -6.6% |
| Aluminum | USD | 2 212 | - | -2.8% | -12.3% |
| Hot rolled coil | USD | 549 | - | +2.2% | -8.2% |
| Coking coal | USD | 225 | - | +0.7% | -31.7% |
| Steam coal AU | USD | 143 | -4.4% | +5.7% | -58.5% |
| Uranium | USD | 54.8 | - | +2.9% | +7.3% |
| Wheat US | USD | 274 | - | +4.2% | -27.7% |
| PolySilicon | USD | 17.84 | - | -0.1% | -54.3% |
| DAP | USD | 540 | - | -1.8% | -33.5% |
| Cobalt | USD | 28 585 | - | - | -47.9% |
| Molybdenum | USD | 22.54 | - | +6.0% | +2.2% |
| Magnesium | USD | 3 198 | - | - | -13.8% |
| Lumber | USD | 493 | - | +2.9% | -38.5% |
| Baltic Dry Index | USD | 1 016 | - | +4.0% | -39.7% |
| US Crack Spread | USD | 32.63 | - | +3.3% | -17.7% |
| US Ammonia margin | USD | 802 | - | -0.7% | -30.1% |
| Dark spread | USD | 0.09 | - | - | -99.7% |
| Spark spread | USD | 30.91 | -0.5% | +30.0% | -41.0% |
| USDRUB | 81.98 | +0.7% | +1.5% | +25.4% | |
| 12m | |||||
| IMOEX | 2 681 | -0.5% | -1.5% | +15.6% | |
| RTS | 1 038 | -1.0% | -2.2% | -15.7% | |
| S&P500 | 4 284 | - | +2.5% | +4.1% | |
| US10Y | % | 3.679 | 0.000% | +0.078% | +0.652% |
Top daily rises and falls
| Company | Ticker | Price | Change |
|---|---|---|---|
| Mosenergo | MSNG | 3.08 | +7.3% |
| OZON | OZON | 1946.5 | +6.8% |
| Head Hunter | HHRU | 2106 | +6.6% |
| Mechel | MTLR | 176.3 | +5.6% |
| Globaltrans | GLTR | 510.85 | +5.0% |
| Yandex | YNDX | 2425.4 | +4.1% |
| Fix Price | FIXP | 366.5 | +3.2% |
| Samolet | SMLT | 3043.5 | +2.9% |
| Rushydro | HYDR | 0.8898 | +2.7% |
| Positive Technologies | POSI | 1893.2 | +2.6% |
| SPB Exchange | SPBE | 159.6 | -2.7% |
| Polymetal | POLY | 565.7 | -2.0% |
| TMK (pipe) | TRMK | 129.8 | -1.5% |
| Seligdar | SELG | 49.78 | -0.8% |
| Novatek | NVTK | 1334.2 | -0.7% |
| Unipro | UPRO | 1.811 | -0.5% |
| Lukoil | LKOH | 5101 | -0.4% |
| Nornickel | GMKN | 14628 | -0.4% |
| Rusal | RUAL | 38.37 | -0.3% |
| Acron | AKRN | 18902 | -0.3% |
Reviews
2023-06-01
#ROSN #reports
Rosneft reported for 2023 q1:
- Revenue -24.2% YoY (vs -29.7% in previous quarter and historical rate +13.2%)
- EBITDA +0.1% YoY (vs -22.8% in previous quarter and historical rate +30.1%)
- EBITDA margin 33.9% increased compared to 25.7% same period last year
- Net Debt increased by 1.3 bln rubles over the past reporting period (0.0% of market cap)
- FCF (LTM) +153.4 bln RUB (positive), 3.2% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 8.0x
Rosneft reported for 2023 q1:
- Revenue -24.2% YoY (vs -29.7% in previous quarter and historical rate +13.2%)
- EBITDA +0.1% YoY (vs -22.8% in previous quarter and historical rate +30.1%)
- EBITDA margin 33.9% increased compared to 25.7% same period last year
- Net Debt increased by 1.3 bln rubles over the past reporting period (0.0% of market cap)
- FCF (LTM) +153.4 bln RUB (positive), 3.2% of market cap
- EV/EBITDA multiple is 4.0x compared to historical level (50th percentile) of 8.0x
2023-06-01
#HYDR #reports
Rushydro reported for 2023 q1:
- Revenue +20.5% YoY (vs +4.0% in previous quarter and historical rate +5.7%)
- EBITDA +19.1% YoY (vs -90300.0% in previous quarter and historical rate +4.0%)
- EBITDA margin 27.8% decreased compared to 28.1% same period last year
- Net Debt increased by 31.9 bln rubles over the past reporting period (8.6% of market cap)
- FCF (LTM) -106.8 bln RUB (negative), 28.7% of market cap
- EV/EBITDA multiple is 7.9x compared to historical level (50th percentile) of 5.1x
Rushydro reported for 2023 q1:
- Revenue +20.5% YoY (vs +4.0% in previous quarter and historical rate +5.7%)
- EBITDA +19.1% YoY (vs -90300.0% in previous quarter and historical rate +4.0%)
- EBITDA margin 27.8% decreased compared to 28.1% same period last year
- Net Debt increased by 31.9 bln rubles over the past reporting period (8.6% of market cap)
- FCF (LTM) -106.8 bln RUB (negative), 28.7% of market cap
- EV/EBITDA multiple is 7.9x compared to historical level (50th percentile) of 5.1x
2023-05-27
#QIWI #reports
QIWI reported for 2023 q1:
- Revenue +83.9% YoY (vs +58.6% in previous quarter and historical rate +15.9%)
- Net Income +21.5% YoY (vs +31.0% in previous quarter and historical rate +40.4%)
- Net Income 25.1% decreased compared to 37.9% same period last year
- P/E multiple is 2.0x compared to historical level (50th percentile) of 2.6x
QIWI reported for 2023 q1:
- Revenue +83.9% YoY (vs +58.6% in previous quarter and historical rate +15.9%)
- Net Income +21.5% YoY (vs +31.0% in previous quarter and historical rate +40.4%)
- Net Income 25.1% decreased compared to 37.9% same period last year
- P/E multiple is 2.0x compared to historical level (50th percentile) of 2.6x
2023-05-26
#FLOT #reports
SCF Group reported for 2023 q1:
- Revenue +34.4% YoY (vs +59.4% in previous quarter and historical rate +22.0%)
- EBITDA +100.9% YoY (vs +59.5% in previous quarter and historical rate +23.3%)
- EBITDA margin 72.2% increased compared to 48.3% same period last year
- Net Debt decreased by 15.5 bln rubles over the past reporting period (9.7% of market cap)
- FCF (LTM) +28.3 bln RUB (positive), 17.7% of market cap
- EV/EBITDA multiple is 2.4x compared to historical level (50th percentile) of 6.4x
SCF Group reported for 2023 q1:
- Revenue +34.4% YoY (vs +59.4% in previous quarter and historical rate +22.0%)
- EBITDA +100.9% YoY (vs +59.5% in previous quarter and historical rate +23.3%)
- EBITDA margin 72.2% increased compared to 48.3% same period last year
- Net Debt decreased by 15.5 bln rubles over the past reporting period (9.7% of market cap)
- FCF (LTM) +28.3 bln RUB (positive), 17.7% of market cap
- EV/EBITDA multiple is 2.4x compared to historical level (50th percentile) of 6.4x
2023-05-25
#TCSG #reports
Tinkoff reported for 2023 q1:
- Revenue +3.3% YoY (vs +10.7% in previous quarter and historical rate +21.3%)
- Net Income +1052.1% YoY (vs -35.7% in previous quarter and historical rate +14.6%)
- Net Income 22.1% increased compared to 2.0% same period last year
- P/E multiple is 17.7x compared to historical level (50th percentile) of 16.7x
Tinkoff reported for 2023 q1:
- Revenue +3.3% YoY (vs +10.7% in previous quarter and historical rate +21.3%)
- Net Income +1052.1% YoY (vs -35.7% in previous quarter and historical rate +14.6%)
- Net Income 22.1% increased compared to 2.0% same period last year
- P/E multiple is 17.7x compared to historical level (50th percentile) of 16.7x
2023-05-24
#SGZH #reports
Segezha Group reported for 2023 q1:
- Revenue -41.7% YoY (vs -19.8% in previous quarter and historical rate +19.6%)
- EBITDA -90.6% YoY (vs -41.7% in previous quarter and historical rate +36.9%)
- EBITDA margin 5.9% decreased compared to 36.6% same period last year
- Net Debt increased by 8.8 bln rubles over the past reporting period (10.4% of market cap)
- FCF (LTM) -6.4 bln RUB (negative), 7.6% of market cap
- EV/EBITDA multiple is 15.5x compared to historical level (50th percentile) of 8.4x
Growth potential increased by 200.6% to -357.9%
Segezha Group reported for 2023 q1:
- Revenue -41.7% YoY (vs -19.8% in previous quarter and historical rate +19.6%)
- EBITDA -90.6% YoY (vs -41.7% in previous quarter and historical rate +36.9%)
- EBITDA margin 5.9% decreased compared to 36.6% same period last year
- Net Debt increased by 8.8 bln rubles over the past reporting period (10.4% of market cap)
- FCF (LTM) -6.4 bln RUB (negative), 7.6% of market cap
- EV/EBITDA multiple is 15.5x compared to historical level (50th percentile) of 8.4x
Growth potential increased by 200.6% to -357.9%
2023-05-24
#OZON #reports
OZON reported for 2023 q1:
- Revenue +46.7% YoY (vs +41.2% in previous quarter and historical rate +66.1%)
- EBITDA margin 6.2% increased compared to -18.4% same period last year
- Net Debt increased by 0.4 bln rubles over the past reporting period (0.1% of market cap)
- FCF (LTM) -41.6 bln RUB (negative), 13.1% of market cap
OZON reported for 2023 q1:
- Revenue +46.7% YoY (vs +41.2% in previous quarter and historical rate +66.1%)
- EBITDA margin 6.2% increased compared to -18.4% same period last year
- Net Debt increased by 0.4 bln rubles over the past reporting period (0.1% of market cap)
- FCF (LTM) -41.6 bln RUB (negative), 13.1% of market cap
2023-05-23
#MOEX #reports
MOEX reported for 2023 q1:
- Revenue +39.5% YoY (vs +30.9% in previous quarter and historical rate +18.9%)
- Net Income +77.0% YoY (vs +48.3% in previous quarter and historical rate +23.2%)
- Net Income 61.6% increased compared to 48.6% same period last year
- P/E multiple is 6.1x compared to historical level (50th percentile) of 12.3x
MOEX reported for 2023 q1:
- Revenue +39.5% YoY (vs +30.9% in previous quarter and historical rate +18.9%)
- Net Income +77.0% YoY (vs +48.3% in previous quarter and historical rate +23.2%)
- Net Income 61.6% increased compared to 48.6% same period last year
- P/E multiple is 6.1x compared to historical level (50th percentile) of 12.3x
2023-05-23
#AGRO #reports
Rusagro reported for 2023 q1:
- Revenue -22.9% YoY (vs -10.9% in previous quarter and historical rate +17.6%)
- EBITDA -55.9% YoY (vs -44.4% in previous quarter and historical rate +28.9%)
- EBITDA margin 15.1% decreased compared to 26.3% same period last year
- Net Debt decreased by 16.1 bln rubles over the past reporting period (15.3% of market cap)
- FCF (LTM) +8.1 bln RUB (positive), 7.7% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (50th percentile) of 5.2x
Growth potential increased by 5.3% to -53.5%
Rusagro reported for 2023 q1:
- Revenue -22.9% YoY (vs -10.9% in previous quarter and historical rate +17.6%)
- EBITDA -55.9% YoY (vs -44.4% in previous quarter and historical rate +28.9%)
- EBITDA margin 15.1% decreased compared to 26.3% same period last year
- Net Debt decreased by 16.1 bln rubles over the past reporting period (15.3% of market cap)
- FCF (LTM) +8.1 bln RUB (positive), 7.7% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (50th percentile) of 5.2x
Growth potential increased by 5.3% to -53.5%
2023-05-20
#MTSS #reports
MTS reported for 2023 q1:
- Revenue +5.8% YoY (vs +0.4% in previous quarter and historical rate +2.9%)
- EBITDA +2.4% YoY (vs +0.2% in previous quarter and historical rate +2.1%)
- EBITDA margin 41.4% decreased compared to 42.7% same period last year
- Net Debt decreased by 4.6 bln rubles over the past reporting period (0.7% of market cap)
- FCF (LTM) +93.0 bln RUB (positive), 15.0% of market cap
- EV/EBITDA multiple is 4.4x compared to historical level (50th percentile) of 4.5x
MTS reported for 2023 q1:
- Revenue +5.8% YoY (vs +0.4% in previous quarter and historical rate +2.9%)
- EBITDA +2.4% YoY (vs +0.2% in previous quarter and historical rate +2.1%)
- EBITDA margin 41.4% decreased compared to 42.7% same period last year
- Net Debt decreased by 4.6 bln rubles over the past reporting period (0.7% of market cap)
- FCF (LTM) +93.0 bln RUB (positive), 15.0% of market cap
- EV/EBITDA multiple is 4.4x compared to historical level (50th percentile) of 4.5x
2023-05-19
#PHOR #reports
Phosagro reported for 2023 q1:
- Revenue -35.7% YoY (vs -13.9% in previous quarter and historical rate +35.6%)
- EBITDA -43.7% YoY (vs -29.0% in previous quarter and historical rate +65.6%)
- EBITDA margin 42.2% decreased compared to 48.1% same period last year
- Net Debt decreased by 37.9 bln rubles over the past reporting period (4.0% of market cap)
- FCF (LTM) +106.6 bln RUB (positive), 11.4% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (50th percentile) of 7.3x
Growth potential increased by 20.5% to +33.9%
Phosagro reported for 2023 q1:
- Revenue -35.7% YoY (vs -13.9% in previous quarter and historical rate +35.6%)
- EBITDA -43.7% YoY (vs -29.0% in previous quarter and historical rate +65.6%)
- EBITDA margin 42.2% decreased compared to 48.1% same period last year
- Net Debt decreased by 37.9 bln rubles over the past reporting period (4.0% of market cap)
- FCF (LTM) +106.6 bln RUB (positive), 11.4% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (50th percentile) of 7.3x
Growth potential increased by 20.5% to +33.9%
2023-05-19
#CIAN #reports
Cian reported for 2023 q1:
- Revenue +39.2% YoY (vs +35.1% in previous quarter and historical rate +44.7%)
- EBITDA margin 8.0% increased compared to -6.9% same period last year
- Net Debt decreased by 0.6 bln rubles over the past reporting period (1.6% of market cap)
- FCF (LTM) +2.1 bln RUB (positive), 5.9% of market cap
Growth potential increased by 7.6% to -53.7%
Cian reported for 2023 q1:
- Revenue +39.2% YoY (vs +35.1% in previous quarter and historical rate +44.7%)
- EBITDA margin 8.0% increased compared to -6.9% same period last year
- Net Debt decreased by 0.6 bln rubles over the past reporting period (1.6% of market cap)
- FCF (LTM) +2.1 bln RUB (positive), 5.9% of market cap
Growth potential increased by 7.6% to -53.7%
2023-05-18
#SBER #reports
Sberbank reported for 2023 q1:
- Revenue +11.1% YoY (vs -0.1% in previous quarter and historical rate +13.1%)
- Net Income +421.8% YoY (vs -74.6% in previous quarter and historical rate +15.1%)
- Net Income 40.9% increased compared to 8.7% same period last year
- P/E multiple is 9.3x compared to historical level (50th percentile) of 6.7x
Sberbank reported for 2023 q1:
- Revenue +11.1% YoY (vs -0.1% in previous quarter and historical rate +13.1%)
- Net Income +421.8% YoY (vs -74.6% in previous quarter and historical rate +15.1%)
- Net Income 40.9% increased compared to 8.7% same period last year
- P/E multiple is 9.3x compared to historical level (50th percentile) of 6.7x
2023-05-17
#HHRU #reports
Head Hunter reported for 2023 q1:
- Revenue +24.7% YoY (vs +9.1% in previous quarter and historical rate +40.4%)
- EBITDA +46.6% YoY (vs +19.7% in previous quarter and historical rate +46.2%)
- EBITDA margin 52.0% increased compared to 44.3% same period last year
- Net Debt decreased by 3.0 bln rubles over the past reporting period (3.6% of market cap)
- FCF (LTM) +7.7 bln RUB (positive), 9.4% of market cap
- EV/EBITDA multiple is 8.6x compared to historical level (50th percentile) of 25.1x
Head Hunter reported for 2023 q1:
- Revenue +24.7% YoY (vs +9.1% in previous quarter and historical rate +40.4%)
- EBITDA +46.6% YoY (vs +19.7% in previous quarter and historical rate +46.2%)
- EBITDA margin 52.0% increased compared to 44.3% same period last year
- Net Debt decreased by 3.0 bln rubles over the past reporting period (3.6% of market cap)
- FCF (LTM) +7.7 bln RUB (positive), 9.4% of market cap
- EV/EBITDA multiple is 8.6x compared to historical level (50th percentile) of 25.1x
2023-05-06
#POSI #reports
Positive Technologies reported for 2023 q1:
- Revenue +10.7% YoY (vs +77.1% in previous quarter and historical rate +58.8%)
- EBITDA -215.2% YoY (vs +100.6% in previous quarter and historical rate +82.2%)
- EBITDA margin -19.8% decreased compared to 19.0% same period last year
- Net Debt decreased by 3.4 bln rubles over the past reporting period (3.1% of market cap)
- FCF (LTM) +4.6 bln RUB (positive), 4.1% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (50th percentile) of 21.6x
Positive Technologies reported for 2023 q1:
- Revenue +10.7% YoY (vs +77.1% in previous quarter and historical rate +58.8%)
- EBITDA -215.2% YoY (vs +100.6% in previous quarter and historical rate +82.2%)
- EBITDA margin -19.8% decreased compared to 19.0% same period last year
- Net Debt decreased by 3.4 bln rubles over the past reporting period (3.1% of market cap)
- FCF (LTM) +4.6 bln RUB (positive), 4.1% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (50th percentile) of 21.6x
2023-05-02
#MVID #reports
M Video reported for 2022 H2:
- Revenue -30.3% YoY (vs +1.5% in previous half-year and historical rate +5.1%)
- EBITDA -20.0% YoY (vs +700100.0% in previous half-year and historical rate +10.7%)
- EBITDA margin 4.6% increased compared to 4.0% same period last year
- Net Debt decreased by 2.4 bln rubles over the past reporting period (7.0% of market cap)
- FCF (LTM) -8.4 bln RUB (negative), 24.3% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (50th percentile) of 8.2x
M Video reported for 2022 H2:
- Revenue -30.3% YoY (vs +1.5% in previous half-year and historical rate +5.1%)
- EBITDA -20.0% YoY (vs +700100.0% in previous half-year and historical rate +10.7%)
- EBITDA margin 4.6% increased compared to 4.0% same period last year
- Net Debt decreased by 2.4 bln rubles over the past reporting period (7.0% of market cap)
- FCF (LTM) -8.4 bln RUB (negative), 24.3% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (50th percentile) of 8.2x
2023-05-01
#GEMC #reports
United Medical Group reported for 2022 H2:
- Revenue -31.5% YoY (vs -5.6% in previous half-year and historical rate +7.6%)
- EBITDA -40.8% YoY (vs -15.6% in previous half-year and historical rate +12.6%)
- EBITDA margin 29.6% decreased compared to 34.3% same period last year
- Net Debt increased by 0.2 bln rubles over the past reporting period (0.5% of market cap)
- FCF (LTM) +0.1 bln RUB (positive), 0.3% of market cap
- EV/EBITDA multiple is 8.0x compared to historical level (50th percentile) of 6.8x
United Medical Group reported for 2022 H2:
- Revenue -31.5% YoY (vs -5.6% in previous half-year and historical rate +7.6%)
- EBITDA -40.8% YoY (vs -15.6% in previous half-year and historical rate +12.6%)
- EBITDA margin 29.6% decreased compared to 34.3% same period last year
- Net Debt increased by 0.2 bln rubles over the past reporting period (0.5% of market cap)
- FCF (LTM) +0.1 bln RUB (positive), 0.3% of market cap
- EV/EBITDA multiple is 8.0x compared to historical level (50th percentile) of 6.8x
2023-04-30
#CIAN #reports
Cian reported for 2022 q2:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
Growth potential changed insignificantly and equals -60.8%
Cian reported for 2022 q2:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
Growth potential changed insignificantly and equals -60.8%
2023-04-30
#CIAN #reports
Cian reported for 2022 q1:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
Growth potential changed insignificantly and equals -60.8%
Cian reported for 2022 q1:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
Growth potential changed insignificantly and equals -60.8%
2023-04-29
#CIAN #reports
Cian reported for 2022 q4:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
According to our model the company`s growth potential is negative
Cian reported for 2022 q4:
- Revenue +35.1% YoY (vs +43.9% in previous quarter and historical rate +45.4%)
- EBITDA margin 17.6% increased compared to -46.0% same period last year
- Net Debt decreased by 0.8 bln rubles over the past reporting period (2.3% of market cap)
- FCF (LTM) +1.7 bln RUB (positive), 4.9% of market cap
According to our model the company`s growth potential is negative
2023-04-29
#POSI #reports
Positive Technologies reported for 2022 q2:
- Revenue +77.1% YoY (vs +171.5% in previous quarter and historical rate +62.9%)
- EBITDA +100.6% YoY (vs +328.9% in previous quarter and historical rate +115.6%)
- EBITDA margin 62.3% increased compared to 55.0% same period last year
- Net Debt decreased by 0.9 bln rubles over the past reporting period (0.8% of market cap)
- FCF (LTM) +2.2 bln RUB (positive), 1.9% of market cap
- EV/EBITDA multiple is 16.6x compared to historical level (50th percentile) of 21.6x
Positive Technologies reported for 2022 q2:
- Revenue +77.1% YoY (vs +171.5% in previous quarter and historical rate +62.9%)
- EBITDA +100.6% YoY (vs +328.9% in previous quarter and historical rate +115.6%)
- EBITDA margin 62.3% increased compared to 55.0% same period last year
- Net Debt decreased by 0.9 bln rubles over the past reporting period (0.8% of market cap)
- FCF (LTM) +2.2 bln RUB (positive), 1.9% of market cap
- EV/EBITDA multiple is 16.6x compared to historical level (50th percentile) of 21.6x
