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Павел Шумилов - инвестиции, разборы компаний

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Обзор по компании Черкизово:
Сектор: Производство продуктов питания

1. Данных с Simply Wall. Долги и балансовая оценка из года в год растут в одном темпе - это не плюс. Долгов 84B р., кэша 11,5B р., т.е. долгов в 7,3 раза больше кэша. Баланс "ну такое". По P/E компания оценена не очень дорого, средняя российская компания. Simply Wall считает, что недооценка около 10% и адекватная цена за 1 акцию 2975 р. Прогнозов по дивидендам нет. Семейству Михайловов принадлежит большая часть компании.

2. Данные с FinanceMarker, график, моё мнение и стратегия отправляю в комментарии 👇

www.group-telegram.com/no/ShumilovPavel.com/1301

2.4K viewsSep 12, 2022 at 17:55

group-telegram.com/ShumilovPavel/1301

Create: 2022-09-12
Last Update: 2025-01-10 03:55:52

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Обзор по компании Черкизово:
Сектор: Производство продуктов питания

1. Данных с Simply Wall. Долги и балансовая оценка из года в год растут в одном темпе - это не плюс. Долгов 84B р., кэша 11,5B р., т.е. долгов в 7,3 раза больше кэша. Баланс "ну такое". По P/E компания оценена не очень дорого, средняя российская компания. Simply Wall считает, что недооценка около 10% и адекватная цена за 1 акцию 2975 р. Прогнозов по дивидендам нет. Семейству Михайловов принадлежит большая часть компании.

2. Данные с FinanceMarker, график, моё мнение и стратегия отправляю в комментарии 👇

BY Павел Шумилов - инвестиции, разборы компаний

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Date: 2025-01-10|

The channel appears to be part of the broader information war that has developed following Russia's invasion of Ukraine. The Kremlin has paid Russian TikTok influencers to push propaganda, according to a Vice News investigation, while ProPublica found that fake Russian fact check videos had been viewed over a million times on Telegram. In a message on his Telegram channel recently recounting the episode, Durov wrote: "I lost my company and my home, but would do it again – without hesitation." The company maintains that it cannot act against individual or group chats, which are “private amongst their participants,” but it will respond to requests in relation to sticker sets, channels and bots which are publicly available. During the invasion of Ukraine, Pavel Durov has wrestled with this issue a lot more prominently than he has before. Channels like Donbass Insider and Bellum Acta, as reported by Foreign Policy, started pumping out pro-Russian propaganda as the invasion began. So much so that the Ukrainian National Security and Defense Council issued a statement labeling which accounts are Russian-backed. Ukrainian officials, in potential violation of the Geneva Convention, have shared imagery of dead and captured Russian soldiers on the platform. On Telegram’s website, it says that Pavel Durov “supports Telegram financially and ideologically while Nikolai (Duvov)’s input is technological.” Currently, the Telegram team is based in Dubai, having moved around from Berlin, London and Singapore after departing Russia. Meanwhile, the company which owns Telegram is registered in the British Virgin Islands. 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.
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