Create: 2024-04-26 Update: 2024-05-13 13:09:33

📱 «Яндекс» показал отличный результат за I квартал — рост выручки год к году на 40%, до 228 млрд рублей. В пресс-релизе говорится, что торги на Мосбирже под новым тикером начнутся в «ближайшие месяцы». Но котировки особо не отреагировали, почему?

Главная интрига все равно не раскрыта (и это начинает беспокоить): компания пока не объявила условия обмена/выкупа по бумагам нидерландской Yandex N.V. Именно ее акциями сейчас владеют все, кто когда-либо покупал «Яндекс». От этого сильно зависит то, как инвесторы будут воспринимать ее, по крайней мере краткосрочно. На рынке есть консенсус, что справедливым будет обмен в пропорции 1:1.

@selfinvestor

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📱 «Яндекс» показал отличный результат за I квартал — рост выручки год к году на 40%

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