⛽️ Газпром МСФО за 9 мес. 2024 г. Неожиданно компания раскрыла полный отчет за 3 кв. Последний раз такое было в 2021 г.
Ключевые выводы из отчетности: ▪️Рост EBITDA за 9 мес. на 23% г/г ▪️Чистая прибыль — 990 млрд руб., рост в 2,8 раза, чем годом ранее ▪️CAPEX −7% г/г ▪️Свободный денежный поток вернулся в положительную зону Мнение bitkogan: Дивидендная база составила 842 млрд руб., 17,8 руб./акция уже заработано, доходность 14,2%. Net Debt/EBITDA вырос до 2,46х. При значении выше 2,5х могут отказаться от дивидендов.
По мультипликаторам — дороговато, P/E выше 45, EV/EBITDA — 3,4. Есть истории подешевле. #gazp #рфр 🔥HOTLINE
⛽️ Газпром МСФО за 9 мес. 2024 г. Неожиданно компания раскрыла полный отчет за 3 кв. Последний раз такое было в 2021 г.
Ключевые выводы из отчетности: ▪️Рост EBITDA за 9 мес. на 23% г/г ▪️Чистая прибыль — 990 млрд руб., рост в 2,8 раза, чем годом ранее ▪️CAPEX −7% г/г ▪️Свободный денежный поток вернулся в положительную зону Мнение bitkogan: Дивидендная база составила 842 млрд руб., 17,8 руб./акция уже заработано, доходность 14,2%. Net Debt/EBITDA вырос до 2,46х. При значении выше 2,5х могут отказаться от дивидендов.
По мультипликаторам — дороговато, P/E выше 45, EV/EBITDA — 3,4. Есть истории подешевле. #gazp #рфр 🔥HOTLINE
BY bitkogan⚡️HOTLINE
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That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. For Oleksandra Tsekhanovska, head of the Hybrid Warfare Analytical Group at the Kyiv-based Ukraine Crisis Media Center, the effects are both near- and far-reaching. Either way, Durov says that he withdrew his resignation but that he was ousted from his company anyway. Subsequently, control of the company was reportedly handed to oligarchs Alisher Usmanov and Igor Sechin, both allegedly close associates of Russian leader Vladimir Putin. "He has to start being more proactive and to find a real solution to this situation, not stay in standby without interfering. It's a very irresponsible position from the owner of Telegram," she said. "We as Ukrainians believe that the truth is on our side, whether it's truth that you're proclaiming about the war and everything else, why would you want to hide it?," he said.
from hk
