This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsVK (VKCO) 주식 개요VK Company Limited operates as a technology company in Russia and internationally. 자세히 보기VKCO 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적2/6재무 건전성2/6배당0/6강점주가수익률(12.9x)이 UK 시장(16.1x)보다 낮습니다.올해부터 흑자전환위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.주식은 유동성이 매우 낮습니다재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기VKCO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$4.1054.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-69b175b2016201920222025202620282031Revenue ₽174.6bEarnings ₽10.6bAdvancedSet Fair ValueView all narrativesVK Company Limited 경쟁사Baltic Classifieds GroupSymbol: LSE:BCGMarket cap: UK£830.7mMONY GroupSymbol: LSE:MONYMarket cap: UK£908.4mRightmoveSymbol: LSE:RMVMarket cap: UK£3.3bAutotrader GroupSymbol: LSE:AUTOMarket cap: UK£3.7b가격 이력 및 성과VK 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$4.1052주 최고가US$4.1052주 최저가US$1.81베타-1.051개월 변동0%3개월 변동17.14%1년 변동17.14%3년 변동-85.84%5년 변동-84.11%IPO 이후 변동-88.61%최근 뉴스 및 업데이트공시 • Sep 13+ 1 more updateVK Company Completes Delisting of its GDRs on the London Stock ExchangeVK Company Limited has completed the procedure for delisting GDRs on the London Stock Exchange, the Russian internet holding said in a statement. The company said its decision to delist the GDRs is due to the majority of its assets being located in Russia, the decision to re-domicile VK from the British Virgin Islands to Russia, the inability to disclose regulatory news on the LSE and the effective suspension of trading of the GDRs by the LSE since March 3, 2022. The company plans to continue the listing of its securities on the Moscow Exchange. Shareholders and the board of directors at VK in August approved the Russian internet holding's delisting from the LSE and re-domiciliation from the British Virgin Islands to Russia.공시 • Aug 30VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO.VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO on August 28, 2023. VK is aiming to strengthen its position in the tutoring segment of the supplementary school education market by merging Tetrika and Uchi.Doma.Reported Earnings • Aug 11Second quarter 2023 earnings released: ₽30.00 loss per share (vs ₽7.11 profit in 2Q 2022)Second quarter 2023 results: ₽30.00 loss per share (down from ₽7.11 profit in 2Q 2022). Revenue: ₽30.0b (up 34% from 2Q 2022). Net loss: ₽6.84b (down ₽8.42b from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.Board Change • Aug 02Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jul 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.더 많은 업데이트 보기Recent updates공시 • Sep 13+ 1 more updateVK Company Completes Delisting of its GDRs on the London Stock ExchangeVK Company Limited has completed the procedure for delisting GDRs on the London Stock Exchange, the Russian internet holding said in a statement. The company said its decision to delist the GDRs is due to the majority of its assets being located in Russia, the decision to re-domicile VK from the British Virgin Islands to Russia, the inability to disclose regulatory news on the LSE and the effective suspension of trading of the GDRs by the LSE since March 3, 2022. The company plans to continue the listing of its securities on the Moscow Exchange. Shareholders and the board of directors at VK in August approved the Russian internet holding's delisting from the LSE and re-domiciliation from the British Virgin Islands to Russia.공시 • Aug 30VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO.VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO on August 28, 2023. VK is aiming to strengthen its position in the tutoring segment of the supplementary school education market by merging Tetrika and Uchi.Doma.Reported Earnings • Aug 11Second quarter 2023 earnings released: ₽30.00 loss per share (vs ₽7.11 profit in 2Q 2022)Second quarter 2023 results: ₽30.00 loss per share (down from ₽7.11 profit in 2Q 2022). Revenue: ₽30.0b (up 34% from 2Q 2022). Net loss: ₽6.84b (down ₽8.42b from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.Board Change • Aug 02Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jul 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.분석 기사 • Jun 09VK (LON:VKCO) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Jun 08Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.분석 기사 • Apr 17VK Company Limited (LON:VKCO) Soars 26% But It's A Story Of Risk Vs RewardVK Company Limited ( LON:VKCO ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: ₽97.8b (down 22% from FY 2021). Net loss: ₽31.9b (loss widened 106% from FY 2021). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in the United Kingdom.Board Change • Mar 09Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Feb 02VK Company Limited to Report Q4, 2022 Results on Mar 16, 2023VK Company Limited announced that they will report Q4, 2022 results on Mar 16, 2023공시 • Jan 29VK Company Limited (LSE:VKCO) agreed to acquire additional 49% stake in Medium Quality Production LLC.VK Company Limited (LSE:VKCO) agreed to acquire additional 49% stake in Medium Quality Production LLC on January 27, 2023.공시 • Jan 27Megafon 1440 acquired InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited.Megafon 1440 acquired InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited on January 26, 2023.Megafon 1440 completed the acquisition of InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited on January 26, 2023.Board Change • Jan 20Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.분석 기사 • Jan 08Is VK (LON:VKCO) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Dec 20VK Company Limited (LSE:VKCO) entered into definitive agreement to acquire 51% stake in Medium Quality Production LLC.VK Company Limited (LSE:VKCO) entered into definitive agreement to acquire 51% stake in Medium Quality Production LLC on December 19, 2022.Board Change • Dec 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Nov 21Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Oct 18VK Company Limited (LSE:VKCO) acquired 25% stake in Goodt from LANIT JSC.VK Company Limited (LSE:VKCO) acquired 25% stake in Goodt from LANIT JSC on October 27, 2022. VK Company Limited (LSE:VKCO) completed the acquisition of 25% stake in Goodt from LANIT JSC on October 27, 2022.Board Change • Oct 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Sep 28Aleksander Chachava acquired MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million.Aleksander Chachava acquired MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million on September 27, 2022. Aleksander Chachava is Managing partner of LETA Capital based in Russia. The deal includes all the assets of MY.GAMES such as its studios and game products. The co-founder of MY.GAMES, Vladimir Nikolskiy, will leave VK to continue to develop MY.GAMES. Aleksander Chachava completed the acquisition of MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million on September 27, 2022.공시 • Sep 13Yandex LLC completed the acquisition of Delivery Club Ltd. from VK Company Limited (LSE:VKCO)Yandex LLC agreed to acquire Delivery Club Ltd. from VK Company Limited (LSE:VKCO) on August 23, 2022. K Company and Yandex have signed binding agreements whereby VK is to acquire Zen and News content platforms from Yandex in exchange for the food and grocery delivery service Delivery Club which VK is to consolidate within the framework of the restructuring of O2O Holding, a joint venture between VK and Sber. VK plans to transfer its entire stake in Delivery Club to Yandex as part of the deal to acquire Zen and News content platforms. The deal is expected to be close by the end of 2022 Yandex LLC completed the acquisition of Delivery Club Ltd. from VK Company Limited (LSE:VKCO) on September 12, 2022공시 • Sep 07+ 1 more updateVK Company Limited Announces Change of Managing DirectorVK Company Limited announced the following appointment due to the departure of Matthew Hammond from the position of Managing Director and Chief Financial Officer of VK Company Limited: Elena Azarenko as Managing Director of VK Company Limited. Elena joined the Company in 2011 and until now has held positions of Deputy Managing Director as well as corporate secretary of VK Company Limited.분석 기사 • Sep 02Is VK (LON:VKCO) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Sep 01Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Aug 25VK Company Limited (LSE:VKCO) signed a binding document to acquire Delivery Club Ltd.VK Company Limited (LSE:VKCO) signed a binding document to acquire Delivery Club Ltd. on August 23, 2022. The deal is pending the receipt of a number of regulatory approvals. The deal is expected to close before the end of 2022.공시 • Aug 24An unknown buyer signed binding documents to acquire 45.01% stake in O2O Holding LLC from VK Company Limited (LSE:VKCO).An unknown buyer signed binding documents to acquire 45.01% stake in O2O Holding LLC from VK Company Limited (LSE:VKCO) on August 23, 2022. The deal is pending the receipt of a number of regulatory approvals. The deal is expected to close before the end of 2022.Board Change • Jul 19Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Jun 29VK Company Limited Announces Executive ChangesVK Company Limited announced change to the Board of Directors and appointment of a new Executive director. Anton Malginov has joined the Board of Directors of VK. He has taken over the position of Executive director. Anton Malginov has been the Head of Legal department at VK since 2010. As Executive director, he replaced Vladimir Gabrielyan.공시 • May 26VK Company Limited Announces Changes to the BoardVK Company Limited announced changes to the board of directors and appointment of a chairman of the board of directors. Sergey Kuprianov, non-executive director of VK since December 14, 2021, was appointed as the chairman of the board of the company. Sergey Kuprianov has been the press secretary to the chairman of the management committee at Gazprom PJSC since 2003, and the head of department at Gazprom PJSC since 2019. Maria Zybina, executive vice president at Gazprombank, was appointed as non-executive director to the board of the company. Maria has over 20 years of experience in financial sector. Since 2018, Maria is in charge of digital assets division at Gazprombank JSC.공시 • May 13Vk Company Limited Announces Resignation of Dmitry Grishin as Chairman and Non-Executive DirectorVK Company Limited announced that Dmitry Grishin has resigned as Chairman and Non-Executive Director, effective from May 11, 2022.Reported Earnings • May 01First quarter 2022 earnings released: ₽242 loss per share (vs ₽11.00 loss in 1Q 2021)First quarter 2022 results: ₽242 loss per share (down from ₽11.00 loss in 1Q 2021). Revenue: ₽30.6b (up 10% from 1Q 2021). Net loss: ₽54.7b (loss widened ₽52.2b from 1Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (8 non-independent directors). Co-Founder & Chairman of the Board Dmitry Grishin is the most experienced director on the board, commencing their role in 2012. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Apr 05No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Co-Founder & Chairman of the Board Dmitry Grishin is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.공시 • Apr 01VK Company Limited Announces Board ChangesVK Company Limited announced Nikita Anisimov joined as independent director, while Mikhail Gordin, has become a non-executive director. Nikita Anisimov held senior positions at Moscow State University, Moscow Polytechnic University, and Far Eastern Federal University. Mikhail Gordin held executive titles in major research institutes in the aviation industry, including the position of CEO of the Central Institute of Aviation Motors. Previously, Mikhail held prominent roles at international companies, including Sibur and TNK-BP Management. Natalya Yakovleva, appointed as an independent non-executive director with effect from 31 March 2022. Natalya serves as independent non-executive director and member of audit and remuneration committees at Petropavlovsk Plc, independent non-executive director and chair of the audit committee at Globaltruck Management JSC, and as an independent director of Mediascope JSC. In addition, two of VK's senior executives joined the board of directors. Vladimir Gabrielyan (executive director) has served as VK's First Deputy Chief Executive Officer since 2019. Vladimir has been with the company for over 20 years since 2001 and is a known expert in big data and machine learning. Alexander Ayvazov (executive director), senior vice president for investments and business development at VK, oversees the company's M&A deals and the online education segment.Reported Earnings • Mar 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ₽68.59 loss per share (up from ₽95.24 loss in FY 2020). Revenue: ₽126.1b (up 25% from FY 2020). Net loss: ₽15.5b (loss narrowed 26% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 17% growth forecast for the industry in the United Kingdom.공시 • Feb 19+ 3 more updatesVK Company Limited to Report Q1, 2022 Results on Apr 28, 2022VK Company Limited announced that they will report Q1, 2022 results on Apr 28, 2022공시 • Feb 09VK Announces Executive AppointmentsVK has appointed former PJSC Rostelecom vice president Alexander Ayvazov as Senior Vice President for Investments and Business Development. Ayvazov will also be responsible for M&A and the EdTech segment. Additionally, VK has appointed Stepan Kovalchuk as Senior Vice President for Media Strategy and Service Development. Kovalchuk has been with VK since 2017, and he was previously vice president for Business Development.Reported Earnings • Oct 29Third quarter 2021 earnings released: ₽9.27 loss per share (vs ₽0.65 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ₽30.0b (up 23% from 3Q 2020). Net loss: ₽2.10b (loss widened ₽1.96b from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 31Second quarter 2021 earnings released: ₽27.00 loss per share (vs ₽12.00 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ₽29.7b (up 29% from 2Q 2020). Net loss: ₽4.86b (loss widened 82% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • May 01First quarter 2021 earnings released: ₽11.00 loss per share (vs ₽42.00 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: ₽27.7b (up 28% from 1Q 2020). Net loss: ₽2.47b (loss narrowed 73% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.Is New 90 Day High Low • Mar 05New 90-day low: US$25.15The company is down 13% from its price of US$28.90 on 04 December 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.96 per share.Reported Earnings • Mar 05Full year 2020 earnings released: ₽95.00 loss per share (vs ₽86.23 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: ₽100.5b (up 4.5% from FY 2019). Net loss: ₽20.9b (down 212% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 05Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 173%. Over the next year, revenue is forecast to grow 28%, compared to a 25% growth forecast for the Interactive Media and Services industry in the United Kingdom.공시 • Feb 12Mail.ru Group, USM, Ant Group, Russian Direct Investment Fund and MegaFon Sign Definitive Fintech JV AgreementsMail.ru Group ("Mail.ru Group" or the "Company"), USM, Ant Group, Russian Direct Investment Fund (RDIF) and MegaFon announced that they have signed binding agreements to create a payments joint venture (PJV) and a financial services joint venture (FSJV). The announcement follows the signing of non-binding term sheets in 2019, when the parties announced a partnership to promote financial inclusion in Russia. The PJV and FSJV will work together to offer digital payment solutions and financial services designed to help people save money while spending it across the realm of the burgeoning e-commerce sector in Russia. Mail.ru Group's contribution into the PJV will amount to RUB 4.5 billion in assets consisting of a 100% stake in non-bank settlement credit institution Money.Mail.Ru (LLC) and VK Pay payment system. The two assets will continue being used as financial and payment instruments within the company's ecosystem. Mail.ru Group's contribution into the FSJV will be RUB 870 million in cash in exchange for a 5.95% stake in the FSJV. USM's contribution into the FSJV will include a 100% stake in ASK Renessans, a 100% stake in Round Bank, a 100% stake in InPlat, other assets and cash. Other shareholders including Ant Group, RDIF and MegaFon will contribute cash, assets or a combination of cash and assets into the FSJV and PJV. A committee of the Board was formed to oversee the progress of the deals. The committee received third party assessments from Deloitte and fairness opinion from UBS AG London Branch. UBS acted as the financial adviser and provided a fairness opinion to Mail.ru Group in connection with the transactions. The deals are expected to close in 2021 after satisfying a number of conditions including third party approvals. Upon completion, Russian shareholders will own the majority stakes in both the PJV and FSJV.공시 • Feb 03Mail.ru Group Limited to Report Q4, 2020 Results on Mar 04, 2021Mail.ru Group Limited announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021Is New 90 Day High Low • Jan 23New 90-day low: US$26.00The company is down 11% from its price of US$29.15 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$27.10 per share.공시 • Dec 31Mail.ru Group Limited (LSE:MAIL) acquired remaining 51% stake from Alexander Nikitin and Gaik Arapetyan.Mail.ru Group Limited (LSE:MAIL) acquired remaining 51% stake from Alexander Nikitin and Gaik Arapetyan on December 30, 2020. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of remaining 51% stake from Alexander Nikitin and Gaik Arapetyan on December 30, 2020.공시 • Nov 03Daegu Limited acquired MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) for RUB 1.6 billion.Daegu Limited acquired MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) for RUB 1.6 billion on November 2, 2020. Maps.me closed 2019 with revenue of RUB 159 million and an EBITDA loss of RUB 25 million. Daegu Limited completed the acquisition of MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) on November 2, 2020.Is New 90 Day High Low • Oct 30New 90-day low: US$26.25The company is down 1.0% from its price of US$26.45 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Interactive Media and Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$17.50 per share.공시 • Oct 16Mail.ru Group Limited (LSE:MAIL) acquired 45% stake in PREPREP.RU, OOO.Mail.ru Group Limited (LSE:MAIL) acquired 45% stake in PREPREP.RU, OOO on October 15, 2020. Post-closing, Mail.ru Group Limited holds 45% stake and founders of PREPREP.RU, OOO retains 55% stake in PREPREP.RU, OOO. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of a 45% stake in PREPREP.RU, OOO on October 15, 2020.공시 • Oct 08Mail.ru Group Limited to Report Q3, 2020 Results on Oct 26, 2020Mail.ru Group Limited announced that they will report Q3, 2020 results at 9:00 AM, Russian Standard Time on Oct 26, 2020공시 • Oct 03Mail.ru Group Limited announced that it expects to receive $600 million in fundingMail.ru Group Limited (LSE:MAIL) announced that a private placement of global depository receipts for gross proceeds of $200,000,000 and senior unsecured convertible bonds due 2025 for an aggregate gross proceeds of $400,000,000; for an aggregate gross proceeds of $600,000,000 on September 23, 2020. The transaction will include participation from certain institutional investors. The company will conduct the transaction through accelerated bookbuilding process. The global depository receipts represents the common shares of the company. The number of the global depository receipts shall be determined on the basis of the outcome of the offering of the bonds. The price per global depository receipts will be determined at the close of the bookbuilding process. The bonds will be issued at par with a denomination of $200,000 each unless converted, repurchased or redeemed. The bonds have a maturity date of October 1, 2025. The bonds shall carry rate of interest of between 1.375% and 1.875% payable semi-annually. The initial conversion price of the bonds will be subject to adjustments for any dividends as well as other standard convertible market anti-dilution adjustments. The investors have the right to convert the bonds into global depository receipts at the then prevailing conversion price on any date from 1 October, 2021 until the date falling seven days prior to the final maturity date. The company will be entitled to redeem the bonds at any time on or after October 22, 2023 if the value of global depository receipts upon conversion exceeds 130% of the principal amount of the bonds over a certain period or if 15% or less of the aggregate principal amount of the bonds remain outstanding. The transaction has been approved by the shareholders of the company. The transaction has also been approved by the board of directors of the company. The transaction for global depository receipts will be expected to close on September 28, 2020 or on such date as may be agreed between the company and the global coordinator and that of bonds on or around October 1, 2020. The global depository receipts and bonds shall have a lock up period of 90 days from the closing of the transaction.공시 • Sep 22+ 1 more updateAn investor consortium led by Elbrus Capital Investment Adviser completed the acquisition of HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) for RUR 10 billion.An investor consortium led by Elbrus Capital Investment Adviser including Goldman Sachs European Special Situations Group agreed to acquire HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) for RUR 9.9 billion on November 17, 2014. As per the terms of the consideration, the cash will be paid in two tranches, first being RUR 5.5 billion which is already paid on closing and the second of RUR 4.5 billion to be paid on April 30, 2016. In 2013 HeadHunter reported revenue and EBITDA of RUR 2.8 billion and RUR 1.45 billion respectively. The deal is subject to third-party approval and is expected to close in the first quarter of 2015. Evgeny Zelensky, Edward Baring, Justin Vaughan, Stanislav Grigoryev, Denis Morozov, Martyn Jones and Albert Kromm of Herbert Smith Freehills (Moscow) acted as legal advisors for Goldman Sachs European Special Situations Group. Richard Cowie, Eugenia Cowie, Andras Haragovitch, Maria Suloeva and Alisa Sokolova of Dentons acted as legal advisor to Elbrus Capital. An investor consortium led by Elbrus Capital Investment Adviser including Goldman Sachs European Special Situations Group completed the acquisition of HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) on February 24, 2016.공시 • Jul 31Mail.ru Group Limited and its subsidiary Mail.Ru, LLC completed the acquisition of IconJob LLC.Mail.ru Group Limited and its subsidiary Mail.Ru, LLC agreed to acquire IconJob LLC on April 23, 2020. Mail.ru Group Limited and its subsidiary Mail.Ru, LLC completed the acquisition of IconJob LLC on April 23, 2020.공시 • Jul 30Mail.ru Group Limited (LSE:MAIL) acquired the remaining 75% stake in BeInGame Limited for approximately RUB 310 million.Mail.ru Group Limited (LSE:MAIL) acquired the remaining 75% stake in BeInGame Limited for approximately RUB 310 million in March 2020. As a result of the transaction, Mail.ru Group Limited now owns 100% stake in BeInGame Limited. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of the remaining 75% stake in BeInGame Limited in March 2020.공시 • Jul 08Mail.ru Group Limited to Report Q2, 2020 Results on Jul 23, 2020Mail.ru Group Limited announced that they will report Q2, 2020 results at 9:00 AM, Russian Standard Time on Jul 23, 2020주주 수익률VKCOGB Interactive Media and ServicesGB 시장7D0%-0.3%2.5%1Y17.1%-41.5%19.4%전체 주주 수익률 보기수익률 대 산업: VKCO은 지난 1년 동안 -41.5%의 수익을 기록한 UK Interactive Media and Services 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: VKCO은 지난 1년 동안 19.4%를 기록한 UK 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is VKCO's price volatile compared to industry and market?VKCO volatilityVKCO Average Weekly Movementn/aInteractive Media and Services Industry Average Movement4.8%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.0%안정적인 주가: VKCO의 주가는 지난 3개월 동안 UK 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine VKCO의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트1998n/aElena Azarenkovk.company더 보기VK Company Limited 기초 지표 요약VK의 순이익과 매출은 시가총액과 어떻게 비교됩니까?VKCO 기초 통계시가총액US$927.22m순이익 (TTM)US$71.80m매출 (TTM)US$1.18b12.9x주가수익비율(P/E)0.8x주가매출비율(P/S)VKCO는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표VKCO 손익계산서 (TTM)매출₽113.02b매출원가₽72.42b총이익₽40.60b기타 비용₽33.70b순이익₽6.89b최근 보고된 실적Jun 30, 2023다음 실적 발표일해당 없음주당순이익(EPS)30.48총이익률35.92%순이익률6.10%부채/자본 비율108.8%VKCO의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/09/13 18:45종가2023/08/02 00:00수익2023/06/30연간 수익2022/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스VK Company Limited는 11명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Boris VilidnitskyBarclaysCesar TironBofA Global ResearchCatherine O'NeillCitigroup Inc8명의 분석가 더 보기
공시 • Sep 13+ 1 more updateVK Company Completes Delisting of its GDRs on the London Stock ExchangeVK Company Limited has completed the procedure for delisting GDRs on the London Stock Exchange, the Russian internet holding said in a statement. The company said its decision to delist the GDRs is due to the majority of its assets being located in Russia, the decision to re-domicile VK from the British Virgin Islands to Russia, the inability to disclose regulatory news on the LSE and the effective suspension of trading of the GDRs by the LSE since March 3, 2022. The company plans to continue the listing of its securities on the Moscow Exchange. Shareholders and the board of directors at VK in August approved the Russian internet holding's delisting from the LSE and re-domiciliation from the British Virgin Islands to Russia.
공시 • Aug 30VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO.VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO on August 28, 2023. VK is aiming to strengthen its position in the tutoring segment of the supplementary school education market by merging Tetrika and Uchi.Doma.
Reported Earnings • Aug 11Second quarter 2023 earnings released: ₽30.00 loss per share (vs ₽7.11 profit in 2Q 2022)Second quarter 2023 results: ₽30.00 loss per share (down from ₽7.11 profit in 2Q 2022). Revenue: ₽30.0b (up 34% from 2Q 2022). Net loss: ₽6.84b (down ₽8.42b from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.
Board Change • Aug 02Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jul 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Sep 13+ 1 more updateVK Company Completes Delisting of its GDRs on the London Stock ExchangeVK Company Limited has completed the procedure for delisting GDRs on the London Stock Exchange, the Russian internet holding said in a statement. The company said its decision to delist the GDRs is due to the majority of its assets being located in Russia, the decision to re-domicile VK from the British Virgin Islands to Russia, the inability to disclose regulatory news on the LSE and the effective suspension of trading of the GDRs by the LSE since March 3, 2022. The company plans to continue the listing of its securities on the Moscow Exchange. Shareholders and the board of directors at VK in August approved the Russian internet holding's delisting from the LSE and re-domiciliation from the British Virgin Islands to Russia.
공시 • Aug 30VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO.VK Company Limited (LSE:VKCO) signed an agreement to acquire additional 45% stake in PREPREP.RU, OOO on August 28, 2023. VK is aiming to strengthen its position in the tutoring segment of the supplementary school education market by merging Tetrika and Uchi.Doma.
Reported Earnings • Aug 11Second quarter 2023 earnings released: ₽30.00 loss per share (vs ₽7.11 profit in 2Q 2022)Second quarter 2023 results: ₽30.00 loss per share (down from ₽7.11 profit in 2Q 2022). Revenue: ₽30.0b (up 34% from 2Q 2022). Net loss: ₽6.84b (down ₽8.42b from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.
Board Change • Aug 02Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jul 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jun 29Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
분석 기사 • Jun 09VK (LON:VKCO) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Jun 08Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
분석 기사 • Apr 17VK Company Limited (LON:VKCO) Soars 26% But It's A Story Of Risk Vs RewardVK Company Limited ( LON:VKCO ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: ₽97.8b (down 22% from FY 2021). Net loss: ₽31.9b (loss widened 106% from FY 2021). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in the United Kingdom.
Board Change • Mar 09Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Feb 02VK Company Limited to Report Q4, 2022 Results on Mar 16, 2023VK Company Limited announced that they will report Q4, 2022 results on Mar 16, 2023
공시 • Jan 29VK Company Limited (LSE:VKCO) agreed to acquire additional 49% stake in Medium Quality Production LLC.VK Company Limited (LSE:VKCO) agreed to acquire additional 49% stake in Medium Quality Production LLC on January 27, 2023.
공시 • Jan 27Megafon 1440 acquired InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited.Megafon 1440 acquired InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited on January 26, 2023.Megafon 1440 completed the acquisition of InPlat from VK Company Limited (LSE:VKCO) and USM Holdings Limited on January 26, 2023.
Board Change • Jan 20Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
분석 기사 • Jan 08Is VK (LON:VKCO) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Dec 20VK Company Limited (LSE:VKCO) entered into definitive agreement to acquire 51% stake in Medium Quality Production LLC.VK Company Limited (LSE:VKCO) entered into definitive agreement to acquire 51% stake in Medium Quality Production LLC on December 19, 2022.
Board Change • Dec 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Nov 21Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Oct 18VK Company Limited (LSE:VKCO) acquired 25% stake in Goodt from LANIT JSC.VK Company Limited (LSE:VKCO) acquired 25% stake in Goodt from LANIT JSC on October 27, 2022. VK Company Limited (LSE:VKCO) completed the acquisition of 25% stake in Goodt from LANIT JSC on October 27, 2022.
Board Change • Oct 14Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Sep 28Aleksander Chachava acquired MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million.Aleksander Chachava acquired MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million on September 27, 2022. Aleksander Chachava is Managing partner of LETA Capital based in Russia. The deal includes all the assets of MY.GAMES such as its studios and game products. The co-founder of MY.GAMES, Vladimir Nikolskiy, will leave VK to continue to develop MY.GAMES. Aleksander Chachava completed the acquisition of MY.GAMES from VK Company Limited (LSE:VKCO) for approximately $640 million on September 27, 2022.
공시 • Sep 13Yandex LLC completed the acquisition of Delivery Club Ltd. from VK Company Limited (LSE:VKCO)Yandex LLC agreed to acquire Delivery Club Ltd. from VK Company Limited (LSE:VKCO) on August 23, 2022. K Company and Yandex have signed binding agreements whereby VK is to acquire Zen and News content platforms from Yandex in exchange for the food and grocery delivery service Delivery Club which VK is to consolidate within the framework of the restructuring of O2O Holding, a joint venture between VK and Sber. VK plans to transfer its entire stake in Delivery Club to Yandex as part of the deal to acquire Zen and News content platforms. The deal is expected to be close by the end of 2022 Yandex LLC completed the acquisition of Delivery Club Ltd. from VK Company Limited (LSE:VKCO) on September 12, 2022
공시 • Sep 07+ 1 more updateVK Company Limited Announces Change of Managing DirectorVK Company Limited announced the following appointment due to the departure of Matthew Hammond from the position of Managing Director and Chief Financial Officer of VK Company Limited: Elena Azarenko as Managing Director of VK Company Limited. Elena joined the Company in 2011 and until now has held positions of Deputy Managing Director as well as corporate secretary of VK Company Limited.
분석 기사 • Sep 02Is VK (LON:VKCO) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Sep 01Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Aug 25VK Company Limited (LSE:VKCO) signed a binding document to acquire Delivery Club Ltd.VK Company Limited (LSE:VKCO) signed a binding document to acquire Delivery Club Ltd. on August 23, 2022. The deal is pending the receipt of a number of regulatory approvals. The deal is expected to close before the end of 2022.
공시 • Aug 24An unknown buyer signed binding documents to acquire 45.01% stake in O2O Holding LLC from VK Company Limited (LSE:VKCO).An unknown buyer signed binding documents to acquire 45.01% stake in O2O Holding LLC from VK Company Limited (LSE:VKCO) on August 23, 2022. The deal is pending the receipt of a number of regulatory approvals. The deal is expected to close before the end of 2022.
Board Change • Jul 19Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (8 non-independent directors). Non-Executive Director Uliana Antonova is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Jun 29VK Company Limited Announces Executive ChangesVK Company Limited announced change to the Board of Directors and appointment of a new Executive director. Anton Malginov has joined the Board of Directors of VK. He has taken over the position of Executive director. Anton Malginov has been the Head of Legal department at VK since 2010. As Executive director, he replaced Vladimir Gabrielyan.
공시 • May 26VK Company Limited Announces Changes to the BoardVK Company Limited announced changes to the board of directors and appointment of a chairman of the board of directors. Sergey Kuprianov, non-executive director of VK since December 14, 2021, was appointed as the chairman of the board of the company. Sergey Kuprianov has been the press secretary to the chairman of the management committee at Gazprom PJSC since 2003, and the head of department at Gazprom PJSC since 2019. Maria Zybina, executive vice president at Gazprombank, was appointed as non-executive director to the board of the company. Maria has over 20 years of experience in financial sector. Since 2018, Maria is in charge of digital assets division at Gazprombank JSC.
공시 • May 13Vk Company Limited Announces Resignation of Dmitry Grishin as Chairman and Non-Executive DirectorVK Company Limited announced that Dmitry Grishin has resigned as Chairman and Non-Executive Director, effective from May 11, 2022.
Reported Earnings • May 01First quarter 2022 earnings released: ₽242 loss per share (vs ₽11.00 loss in 1Q 2021)First quarter 2022 results: ₽242 loss per share (down from ₽11.00 loss in 1Q 2021). Revenue: ₽30.6b (up 10% from 1Q 2021). Net loss: ₽54.7b (loss widened ₽52.2b from 1Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (8 non-independent directors). Co-Founder & Chairman of the Board Dmitry Grishin is the most experienced director on the board, commencing their role in 2012. Independent Non-Executive Director Natalia Yakovleva was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Apr 05No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Co-Founder & Chairman of the Board Dmitry Grishin is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
공시 • Apr 01VK Company Limited Announces Board ChangesVK Company Limited announced Nikita Anisimov joined as independent director, while Mikhail Gordin, has become a non-executive director. Nikita Anisimov held senior positions at Moscow State University, Moscow Polytechnic University, and Far Eastern Federal University. Mikhail Gordin held executive titles in major research institutes in the aviation industry, including the position of CEO of the Central Institute of Aviation Motors. Previously, Mikhail held prominent roles at international companies, including Sibur and TNK-BP Management. Natalya Yakovleva, appointed as an independent non-executive director with effect from 31 March 2022. Natalya serves as independent non-executive director and member of audit and remuneration committees at Petropavlovsk Plc, independent non-executive director and chair of the audit committee at Globaltruck Management JSC, and as an independent director of Mediascope JSC. In addition, two of VK's senior executives joined the board of directors. Vladimir Gabrielyan (executive director) has served as VK's First Deputy Chief Executive Officer since 2019. Vladimir has been with the company for over 20 years since 2001 and is a known expert in big data and machine learning. Alexander Ayvazov (executive director), senior vice president for investments and business development at VK, oversees the company's M&A deals and the online education segment.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: ₽68.59 loss per share (up from ₽95.24 loss in FY 2020). Revenue: ₽126.1b (up 25% from FY 2020). Net loss: ₽15.5b (loss narrowed 26% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 17% growth forecast for the industry in the United Kingdom.
공시 • Feb 19+ 3 more updatesVK Company Limited to Report Q1, 2022 Results on Apr 28, 2022VK Company Limited announced that they will report Q1, 2022 results on Apr 28, 2022
공시 • Feb 09VK Announces Executive AppointmentsVK has appointed former PJSC Rostelecom vice president Alexander Ayvazov as Senior Vice President for Investments and Business Development. Ayvazov will also be responsible for M&A and the EdTech segment. Additionally, VK has appointed Stepan Kovalchuk as Senior Vice President for Media Strategy and Service Development. Kovalchuk has been with VK since 2017, and he was previously vice president for Business Development.
Reported Earnings • Oct 29Third quarter 2021 earnings released: ₽9.27 loss per share (vs ₽0.65 loss in 3Q 2020)The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ₽30.0b (up 23% from 3Q 2020). Net loss: ₽2.10b (loss widened ₽1.96b from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 31Second quarter 2021 earnings released: ₽27.00 loss per share (vs ₽12.00 loss in 2Q 2020)The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: ₽29.7b (up 29% from 2Q 2020). Net loss: ₽4.86b (loss widened 82% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 01First quarter 2021 earnings released: ₽11.00 loss per share (vs ₽42.00 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: ₽27.7b (up 28% from 1Q 2020). Net loss: ₽2.47b (loss narrowed 73% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.
Is New 90 Day High Low • Mar 05New 90-day low: US$25.15The company is down 13% from its price of US$28.90 on 04 December 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.96 per share.
Reported Earnings • Mar 05Full year 2020 earnings released: ₽95.00 loss per share (vs ₽86.23 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: ₽100.5b (up 4.5% from FY 2019). Net loss: ₽20.9b (down 212% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 173%. Over the next year, revenue is forecast to grow 28%, compared to a 25% growth forecast for the Interactive Media and Services industry in the United Kingdom.
공시 • Feb 12Mail.ru Group, USM, Ant Group, Russian Direct Investment Fund and MegaFon Sign Definitive Fintech JV AgreementsMail.ru Group ("Mail.ru Group" or the "Company"), USM, Ant Group, Russian Direct Investment Fund (RDIF) and MegaFon announced that they have signed binding agreements to create a payments joint venture (PJV) and a financial services joint venture (FSJV). The announcement follows the signing of non-binding term sheets in 2019, when the parties announced a partnership to promote financial inclusion in Russia. The PJV and FSJV will work together to offer digital payment solutions and financial services designed to help people save money while spending it across the realm of the burgeoning e-commerce sector in Russia. Mail.ru Group's contribution into the PJV will amount to RUB 4.5 billion in assets consisting of a 100% stake in non-bank settlement credit institution Money.Mail.Ru (LLC) and VK Pay payment system. The two assets will continue being used as financial and payment instruments within the company's ecosystem. Mail.ru Group's contribution into the FSJV will be RUB 870 million in cash in exchange for a 5.95% stake in the FSJV. USM's contribution into the FSJV will include a 100% stake in ASK Renessans, a 100% stake in Round Bank, a 100% stake in InPlat, other assets and cash. Other shareholders including Ant Group, RDIF and MegaFon will contribute cash, assets or a combination of cash and assets into the FSJV and PJV. A committee of the Board was formed to oversee the progress of the deals. The committee received third party assessments from Deloitte and fairness opinion from UBS AG London Branch. UBS acted as the financial adviser and provided a fairness opinion to Mail.ru Group in connection with the transactions. The deals are expected to close in 2021 after satisfying a number of conditions including third party approvals. Upon completion, Russian shareholders will own the majority stakes in both the PJV and FSJV.
공시 • Feb 03Mail.ru Group Limited to Report Q4, 2020 Results on Mar 04, 2021Mail.ru Group Limited announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021
Is New 90 Day High Low • Jan 23New 90-day low: US$26.00The company is down 11% from its price of US$29.15 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$27.10 per share.
공시 • Dec 31Mail.ru Group Limited (LSE:MAIL) acquired remaining 51% stake from Alexander Nikitin and Gaik Arapetyan.Mail.ru Group Limited (LSE:MAIL) acquired remaining 51% stake from Alexander Nikitin and Gaik Arapetyan on December 30, 2020. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of remaining 51% stake from Alexander Nikitin and Gaik Arapetyan on December 30, 2020.
공시 • Nov 03Daegu Limited acquired MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) for RUB 1.6 billion.Daegu Limited acquired MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) for RUB 1.6 billion on November 2, 2020. Maps.me closed 2019 with revenue of RUB 159 million and an EBITDA loss of RUB 25 million. Daegu Limited completed the acquisition of MapsWithMe GmbH from Mail.ru Group Limited (LSE:MAIL) on November 2, 2020.
Is New 90 Day High Low • Oct 30New 90-day low: US$26.25The company is down 1.0% from its price of US$26.45 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Interactive Media and Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$17.50 per share.
공시 • Oct 16Mail.ru Group Limited (LSE:MAIL) acquired 45% stake in PREPREP.RU, OOO.Mail.ru Group Limited (LSE:MAIL) acquired 45% stake in PREPREP.RU, OOO on October 15, 2020. Post-closing, Mail.ru Group Limited holds 45% stake and founders of PREPREP.RU, OOO retains 55% stake in PREPREP.RU, OOO. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of a 45% stake in PREPREP.RU, OOO on October 15, 2020.
공시 • Oct 08Mail.ru Group Limited to Report Q3, 2020 Results on Oct 26, 2020Mail.ru Group Limited announced that they will report Q3, 2020 results at 9:00 AM, Russian Standard Time on Oct 26, 2020
공시 • Oct 03Mail.ru Group Limited announced that it expects to receive $600 million in fundingMail.ru Group Limited (LSE:MAIL) announced that a private placement of global depository receipts for gross proceeds of $200,000,000 and senior unsecured convertible bonds due 2025 for an aggregate gross proceeds of $400,000,000; for an aggregate gross proceeds of $600,000,000 on September 23, 2020. The transaction will include participation from certain institutional investors. The company will conduct the transaction through accelerated bookbuilding process. The global depository receipts represents the common shares of the company. The number of the global depository receipts shall be determined on the basis of the outcome of the offering of the bonds. The price per global depository receipts will be determined at the close of the bookbuilding process. The bonds will be issued at par with a denomination of $200,000 each unless converted, repurchased or redeemed. The bonds have a maturity date of October 1, 2025. The bonds shall carry rate of interest of between 1.375% and 1.875% payable semi-annually. The initial conversion price of the bonds will be subject to adjustments for any dividends as well as other standard convertible market anti-dilution adjustments. The investors have the right to convert the bonds into global depository receipts at the then prevailing conversion price on any date from 1 October, 2021 until the date falling seven days prior to the final maturity date. The company will be entitled to redeem the bonds at any time on or after October 22, 2023 if the value of global depository receipts upon conversion exceeds 130% of the principal amount of the bonds over a certain period or if 15% or less of the aggregate principal amount of the bonds remain outstanding. The transaction has been approved by the shareholders of the company. The transaction has also been approved by the board of directors of the company. The transaction for global depository receipts will be expected to close on September 28, 2020 or on such date as may be agreed between the company and the global coordinator and that of bonds on or around October 1, 2020. The global depository receipts and bonds shall have a lock up period of 90 days from the closing of the transaction.
공시 • Sep 22+ 1 more updateAn investor consortium led by Elbrus Capital Investment Adviser completed the acquisition of HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) for RUR 10 billion.An investor consortium led by Elbrus Capital Investment Adviser including Goldman Sachs European Special Situations Group agreed to acquire HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) for RUR 9.9 billion on November 17, 2014. As per the terms of the consideration, the cash will be paid in two tranches, first being RUR 5.5 billion which is already paid on closing and the second of RUR 4.5 billion to be paid on April 30, 2016. In 2013 HeadHunter reported revenue and EBITDA of RUR 2.8 billion and RUR 1.45 billion respectively. The deal is subject to third-party approval and is expected to close in the first quarter of 2015. Evgeny Zelensky, Edward Baring, Justin Vaughan, Stanislav Grigoryev, Denis Morozov, Martyn Jones and Albert Kromm of Herbert Smith Freehills (Moscow) acted as legal advisors for Goldman Sachs European Special Situations Group. Richard Cowie, Eugenia Cowie, Andras Haragovitch, Maria Suloeva and Alisa Sokolova of Dentons acted as legal advisor to Elbrus Capital. An investor consortium led by Elbrus Capital Investment Adviser including Goldman Sachs European Special Situations Group completed the acquisition of HeadHunter Group PLC from Mail.ru Group (LSE:MAIL) on February 24, 2016.
공시 • Jul 31Mail.ru Group Limited and its subsidiary Mail.Ru, LLC completed the acquisition of IconJob LLC.Mail.ru Group Limited and its subsidiary Mail.Ru, LLC agreed to acquire IconJob LLC on April 23, 2020. Mail.ru Group Limited and its subsidiary Mail.Ru, LLC completed the acquisition of IconJob LLC on April 23, 2020.
공시 • Jul 30Mail.ru Group Limited (LSE:MAIL) acquired the remaining 75% stake in BeInGame Limited for approximately RUB 310 million.Mail.ru Group Limited (LSE:MAIL) acquired the remaining 75% stake in BeInGame Limited for approximately RUB 310 million in March 2020. As a result of the transaction, Mail.ru Group Limited now owns 100% stake in BeInGame Limited. Mail.ru Group Limited (LSE:MAIL) completed the acquisition of the remaining 75% stake in BeInGame Limited in March 2020.
공시 • Jul 08Mail.ru Group Limited to Report Q2, 2020 Results on Jul 23, 2020Mail.ru Group Limited announced that they will report Q2, 2020 results at 9:00 AM, Russian Standard Time on Jul 23, 2020
