Основной инсайдер Whoosh (WUSH) покупает акции, по расчету источника РДВ из-за апсайда в 46%, справедливая цена 245 руб. #аналитика
👉 Текущая EV / EBITDA 2025 год Whoosh 3.5х.
Для сравнения EV / EBITDA 2025 у ближайших аналогов: ✍️ Яндекс (YDEX) (в т.ч. кикшеринг, каршеринг, такси) 6.3х. ✍️ Делимобиль (DELI) (каршеринг) 4.9х. ✍️ МТС (MTSS) (в т.ч. кикшеринг) 3.1х (но у МТС бизнес почти не растет).
Для сравнения с прошлым: ✍️ IPO Whoosh в конце 2022 года проходило по 185 руб. по мультипликатору EV IPO / EBITDA 2022 ~7х.
Основной инсайдер Whoosh (WUSH) покупает акции, по расчету источника РДВ из-за апсайда в 46%, справедливая цена 245 руб. #аналитика
👉 Текущая EV / EBITDA 2025 год Whoosh 3.5х.
Для сравнения EV / EBITDA 2025 у ближайших аналогов: ✍️ Яндекс (YDEX) (в т.ч. кикшеринг, каршеринг, такси) 6.3х. ✍️ Делимобиль (DELI) (каршеринг) 4.9х. ✍️ МТС (MTSS) (в т.ч. кикшеринг) 3.1х (но у МТС бизнес почти не растет).
Для сравнения с прошлым: ✍️ IPO Whoosh в конце 2022 года проходило по 185 руб. по мультипликатору EV IPO / EBITDA 2022 ~7х.
The regulator said it had received information that messages containing stock tips and other investment advice with respect to selected listed companies are being widely circulated through websites and social media platforms such as Telegram, Facebook, WhatsApp and Instagram. On December 23rd, 2020, Pavel Durov posted to his channel that the company would need to start generating revenue. In early 2021, he added that any advertising on the platform would not use user data for targeting, and that it would be focused on “large one-to-many channels.” He pledged that ads would be “non-intrusive” and that most users would simply not notice any change. Although some channels have been removed, the curation process is considered opaque and insufficient by analysts. 'Wild West' Russians and Ukrainians are both prolific users of Telegram. They rely on the app for channels that act as newsfeeds, group chats (both public and private), and one-to-one communication. Since the Russian invasion of Ukraine, Telegram has remained an important lifeline for both Russians and Ukrainians, as a way of staying aware of the latest news and keeping in touch with loved ones.
from ms
