Announcement • Jan 31
Red Circle AG acquired Aximetria GmbH from TCS Group Holding PLC (LSE:TCS). Red Circle AG acquired Aximetria GmbH from TCS Group Holding PLC (LSE:TCS) on January 31, 2024. Aximetria's website states that the company has discontinued customer service.Red Circle AG completed the acquisition of Aximetria GmbH from TCS Group Holding PLC (LSE:TCS) on January 31, 2024. Buying Opportunity • Jan 12
Now 88% undervalued after recent price drop Over the last 90 days, the stock is down 90%. The fair value is estimated to be US$26.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years, while earnings per share has been flat. Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$23.05, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 6x in the Banks industry in the United Kingdom. Total loss to shareholders of 41% over the past three years. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to US$20.00, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total loss to shareholders of 37% over the past three years. Buying Opportunity • Dec 08
Now 88% undervalued after recent price drop Over the last 90 days, the stock is down 81%. The fair value is estimated to be US$27.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years, while earnings per share has been flat. Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to US$24.00, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Reported Earnings • Nov 24
Third quarter 2023 earnings released: EPS: ₽119 (vs ₽30.61 in 3Q 2022) Third quarter 2023 results: EPS: ₽119 (up from ₽30.61 in 3Q 2022). Revenue: ₽67.3b (up 92% from 3Q 2022). Net income: ₽23.6b (up 289% from 3Q 2022). Profit margin: 35% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 53% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$19.00, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total loss to shareholders of 36% over the past three years. Board Change • Nov 08
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Tatiana Kouznetsova was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Nov 01
Now 53% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be US$34.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 5.9%. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to US$20.00, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Buying Opportunity • Oct 05
Now 38% undervalued Over the last 90 days, the stock is up 43%. The fair value is estimated to be US$31.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 5.9%. Valuation Update With 7 Day Price Move • Sep 20
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to US$20.00, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total loss to shareholders of 27% over the past three years. Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: ₽102 (vs ₽14.78 in 2Q 2022) Second quarter 2023 results: EPS: ₽102 (up from ₽14.78 in 2Q 2022). Revenue: ₽58.4b (up 66% from 2Q 2022). Net income: ₽20.4b (up ₽17.3b from 2Q 2022). Profit margin: 35% (up from 8.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year. Buying Opportunity • Jul 19
Now 27% undervalued Over the last 90 days, the stock is up 27%. The fair value is estimated to be US$23.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 5.6%. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improves as stock rises 50% After last week's 50% share price gain to US$21.91, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 5x in the Banks industry in the United Kingdom. Total returns to shareholders of 10% over the past three years. Reported Earnings • Jun 01
First quarter 2023 earnings released: EPS: ₽80.80 (vs ₽7.15 in 1Q 2022) First quarter 2023 results: EPS: ₽80.80 (up from ₽7.15 in 1Q 2022). Revenue: ₽53.0b (up 70% from 1Q 2022). Net income: ₽16.1b (up ₽14.6b from 1Q 2022). Profit margin: 30% (up from 4.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 31
First quarter 2023 earnings released: EPS: ₽80.80 (vs ₽7.15 in 1Q 2022) First quarter 2023 results: EPS: ₽80.80 (up from ₽7.15 in 1Q 2022). Revenue: ₽53.0b (up 70% from 1Q 2022). Net income: ₽16.1b (up ₽14.6b from 1Q 2022). Profit margin: 30% (up from 4.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year. Valuation Update With 7 Day Price Move • May 04
Investor sentiment deteriorates as stock falls 76% After last week's 76% share price decline to US$3.19, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 6x in the Banks industry in the United Kingdom. Total loss to shareholders of 76% over the past three years. Valuation Update With 7 Day Price Move • Apr 18
Investor sentiment deteriorates as stock falls 77% After last week's 77% share price decline to US$3.19, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 6x in the Banks industry in the United Kingdom. Total loss to shareholders of 70% over the past three years. Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment deteriorates as stock falls 79% After last week's 79% share price decline to US$3.19, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 6x in the Banks industry in the United Kingdom. Total loss to shareholders of 70% over the past three years. Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: ₽106 (vs ₽322 in FY 2021) Full year 2022 results: EPS: ₽106 (down from ₽322 in FY 2021). Revenue: ₽133.9b (down 21% from FY 2021). Net income: ₽21.0b (down 67% from FY 2021). Profit margin: 16% (down from 38% in FY 2021). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings. Board Change • Mar 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sergey Arseniev was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$12.50, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 7x in the Banks industry in the United Kingdom. Total loss to shareholders of 50% over the past three years. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 24% share price gain to US$12.00, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 7x in the Banks industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Board Change • Jan 11
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sergey Arseniev was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improved over the past week After last week's 20% share price gain to US$12.31, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 7x in the Banks industry in the United Kingdom. Total loss to shareholders of 28% over the past three years. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sergey Arseniev was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 14
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sergey Arseniev was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Sergey Arseniev was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Aug 08
Investor sentiment improved over the past week After last week's 451% share price gain to US$11.01, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 6x in the Banks industry in the United Kingdom. Total loss to shareholders of 39% over the past three years. Announcement • May 17
TCS Group Holding PLC to Report Q1, 2022 Results on May 18, 2022 TCS Group Holding PLC announced that they will report Q1, 2022 results on May 18, 2022 Board Change • Apr 27
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Daniel Wolfe 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. Announcement • Apr 07
TCS Group Holding PLC (LSE:TCS) agreed to acquire 51% stake in Bankom d.o.o. from its sole owner Sergei Rabotko, the group told Interfax. TCS Group Holding PLC (LSE:TCS) agreed to acquire 51% stake in Bankom d.o.o. from its sole owner Sergei Rabotko, the group told Interfax on April 5, 2022. Rabotko will remain the co-owner and CEO of Bankom. TCS LLC had already become the owner of 30.85% of Bankom LLC on April 1. Rabotko still owns 69.15% of the company, according to the Unified State Register of Legal Entities. Announcement • Apr 01
Tcs Group Holding plc Announces Appointment of Daniel Wolfe as New Independent Non-Executive Director, with Effect from 1 April 2022 TCS Group Holding PLC announced that Daniel Wolfe has agreed to join the Board of Directors of the Company, serving as an independent non-executive Director, with effect from 1April 2022. Major Estimate Revision • Mar 15
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from ₽556 to ₽381 per share. Revenue forecast steady at ₽308.4b. Net income forecast to grow 41% next year vs 4.4% decline forecast for Banks industry in the United Kingdom. Consensus price target of US$80.85 unchanged from last update. Share price was steady at US$3.19 over the past week. Price Target Changed • Mar 04
Price target decreased to US$84.48 Down from US$93.97, the current price target is an average from 11 analysts. New target price is 2,546% above last closing price of US$3.19. Stock is down 94% over the past year. The company is forecast to post earnings per share of ₽440 for next year compared to ₽226 last year. Announcement • Mar 04
TCS Group Holding PLC Announces the Retirement of Ashley Dunster, Independent Non-Executive Director, with Effect from March 1, 2022 TCS Group Holding PLC announced the retirement of Ashley Dunster, independent non-executive director, with effect from March 1, 2022. At the same time Mr. Dunster ceased to be the chair of the Remuneration Committee and a member of the Strategy Committee. Valuation Update With 7 Day Price Move • Feb 22
Investor sentiment deteriorated over the past week After last week's 23% share price decline to US$54.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Banks industry in the United Kingdom. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$87.05 per share. Buying Opportunity • Feb 11
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 30%. The fair value is estimated to be ₽90.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment improved over the past week After last week's 21% share price gain to US$73.54, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Banks industry in the United Kingdom. Total returns to shareholders of 295% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$83.51 per share. Valuation Update With 7 Day Price Move • Jan 18
Investor sentiment deteriorated over the past week After last week's 23% share price decline to US$61.38, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Banks industry in the United Kingdom. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$83.20 per share. Buying Opportunity • Jan 18
Now 26% undervalued after recent price drop Over the last 90 days, the stock is down 44%. The fair value is estimated to be ₽83.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% per annum over the last 3 years. Earnings per share has grown by 23% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment deteriorated over the past week After last week's 16% share price decline to US$84.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 8x in the Banks industry in the United Kingdom. Total returns to shareholders of 434% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$80.16 per share. Reported Earnings • Nov 27
Third quarter 2021 earnings: EPS in line with expectations, revenues disappoint Third quarter 2021 results: EPS: ₽83.84 (up from ₽64.35 in 3Q 2020). Revenue: ₽42.3b (up 55% from 3Q 2020). Net income: ₽16.5b (up 31% from 3Q 2020). Profit margin: 39% (down from 47% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.9%, compared to a 3.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 27
TCS Group Holding PLC (LSE:TCS) acquired a 51% stake in Jump.Finance. TCS Group Holding PLC (LSE:TCS) acquired a 51% stake in Jump.Finance on November 26, 2021. Jump.Finance will be integrated into the Tinkoff Business ecosystem and retain its current team, including co-founders Mikhail Kirichenko and Anton Kirillov.
TCS Group Holding PLC (LSE:TCS) completed the acquisition of a 51% stake in Jump.Finance on November 26, 2021. Announcement • Nov 24
TCS Group Holding PLC Provides Earnings Guidance for the Fiscal Year of 2021 TCS Group Holding PLC provided earnings guidance for the fiscal year of 2021. For the period, the company expected net profit to be at least RUB 60 billion. Price Target Changed • Sep 02
Price target increased to US$84.43 Up from US$78.90, the current price target is an average from 13 analysts. New target price is 12% below last closing price of US$96.28. Reported Earnings • Aug 28
Second quarter 2021 earnings released The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽34.1b (up 47% from 2Q 2020). Net income: ₽16.1b (up 58% from 2Q 2020). Profit margin: 47% (up from 44% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 27
TCS Group Holding plc Provides Earnings Guidance for the Fiscal Year 2021 TCS Group Holding PLC provided earnings guidance for the fiscal year 2021. For the year, the company expects net profit to be at least RUB 60 billion. Major Estimate Revision • Jun 24
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 revenue forecast increased from ₽126.7b to ₽149.5b. EPS estimate unchanged at ₽289. Net income forecast to grow 22% next year vs 49% growth forecast for Banks industry in the United Kingdom. Consensus price target up from US$62.92 to US$65.31. Share price rose 8.8% to US$81.58 over the past week. Price Target Changed • Jun 11
Price target increased to US$61.95 Up from US$56.95, the current price target is an average from 15 analysts. New target price is 16% below last closing price of US$73.82. Executive Departure • Jun 02
Independent Non-Executive Director has left the company On the 28th of May, Jacques Der Megreditchian's tenure as Independent Non-Executive Director ended after 7.6 years in the role. We don't have any record of a personal shareholding under Jacques' name. Jacques is the only executive to leave the company over the last 12 months. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improved over the past week After last week's 16% share price gain to ₽73.70, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 9x in the Banks industry in the United Kingdom. Total returns to shareholders of 305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$62.64 per share. Reported Earnings • May 17
First quarter 2021 earnings released: EPS ₽72.34 (vs ₽46.24 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽29.9b (up 43% from 1Q 2020). Net income: ₽14.2b (up 57% from 1Q 2020). Profit margin: 48% (up from 43% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 11
TCS Group Holding PLC Provides Earnings Guidance for the Year 2021 TCS Group Holding PLC provided earnings guidance for the year 2021. For the year, the company expects net profit to be at-least RUB 55 billion. Announcement • Apr 27
TCS Group Holding PLC (LSE:TCS) commences an Equity Buyback Plan under the authorization approved on August 24, 2020. TCS Group Holding PLC (LSE:TCS) commences share repurchases on April 22, 2021, under the program mandated by the shareholders in the Annual General Meeting held on August 24, 2020. As per the mandate, the company is authorized to repurchase its class A shares or interests in class A shares including Global Depository Receipts.
On April 21, 2021, the company announced a share repurchase program. Under the program, the company will repurchase up to 700,000 Global Depository Receipts for the total worth of $45 million. The purpose of the program is to fund the company's long-term management incentive plan MLTIP. The repurchased Global Depository Receipts will be held in treasury. The repurchases will commence on April 22, 2021 and will be valid till August 31, 2021. Upcoming Dividend • Mar 19
Upcoming Dividend of US$0.24 Per Share Will be paid on the 1st of April to those who are registered shareholders by the 25th of March. The trailing yield of 1.4% is below the top quartile of British dividend payers (4.4%), and is lower than industry peers (5.4%). Analyst Estimate Surprise Post Earnings • Mar 13
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 17%, compared to a 25% growth forecast for the Banks industry in the United Kingdom. Reported Earnings • Mar 13
Full year 2020 earnings released: EPS ₽226 (vs ₽194 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₽104.5b (up 24% from FY 2019). Net income: ₽44.2b (up 22% from FY 2019). Profit margin: 42% (in line with FY 2019). Non-performing loans: 9.80% (up from 8.76% in FY 2019). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Mar 13
Price target raised to US$49.97 Up from US$46.35, the current price target is an average from 14 analysts. The new target price is 15% below the current share price of US$59.00. Is New 90 Day High Low • Mar 13
New 90-day high: US$59.00 The company is up 91% from its price of US$30.90 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$66.22 per share. Major Estimate Revision • Mar 13
Analysts increase revenue estimates to ₽123.1b The 2021 consensus revenue estimate increased from ₽110.6b. Earning per share (EPS) estimate also increased from ₽254 to ₽277 for the same period. Net income is expected to grow by 22% next year compared to 70% growth forecast for the Banks industry in the United Kingdom. The consensus price target increased from US$46.35 to US$49.57. Share price is up 16% to US$59.00 over the past week. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improved over the past week After last week's 16% share price gain to ₽59.00, the stock is trading at a trailing P/E ratio of 19.7x, up from the previous P/E ratio of 17x. This compares to an average P/E of 19x in the Banks industry in the United Kingdom. Total returns to shareholders over the past three years are 180%. Announcement • Mar 13
TCS Group in Acquisition Talks with Various Potential Companies TCS Group Holding PLC (LSE:TCS) is thinking about acquiring companies in different areas to achieve synergies with its existing ecosystem units, Tinkoff Bank Chief Executive Officer Oliver Hughes told reporters March 11, 2021. "We have a lot of different fast-growing, fast-growing business lines in payments, lending, transfers, in the sphere of small and medium-sized businesses and the relevant support services, in investments and brokerage services, of course, and a lot more, so there may be prospects in all these areas specifically in terms of M&A that give us new complementary business and new growth opportunities, new targets for our existing and future customers," Hughes said. The group is already in acquisition talks with various potential companies, he said. TCS Group announced plans to temporarily suspend dividend payments until the end of 2021 as it continues to explore organic and inorganic business opportunities. Announcement • Mar 12
TCS Group Holding PLC Announces Recent Updates TCS Group Holding PLC announced that it has launched Tinkoff Call Defender, a platform designed to prevent fraud and social engineering in the telecom sector developed as part of the comprehensive Tinkoff Security system to protect the ecosystem customers. It was developed in partnership with major Russian mobile operators, including Megafon, MTS, Tele2 and Tinkoff Mobile. It has adopted a cutting-edge approach to credit-scoring based on securely-merged data on oneFactor platform. It includes AI-powered predictive analytics tools, based on combined data from multiple sources, including telecom operators, Russia's credit bureau and Tinkoff itself. In January Tinkoff integrated its Oleg voice assistant into its own phone call center, aiding customer service representatives in dealing with customer queries. In February Tinkoff launched Tinkoff Checkout, an online and offline payment service for legal entities which operates as a one-stop shop, enabling companies to take care of all of their online and offline financial needs in one place. Price Target Changed • Feb 25
Price target raised to US$45.40 Up from US$42.24, the current price target is an average from 15 analysts. The new target price is 11% below the current share price of US$50.90. Announcement • Feb 18
TCS Group Holding PLC to Report Q4, 2020 Results on Mar 11, 2021 TCS Group Holding PLC announced that they will report Q4, 2020 results on Mar 11, 2021 Is New 90 Day High Low • Feb 09
New 90-day high: US$45.45 The company is up 61% from its price of US$28.30 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$56.18 per share. Price Target Changed • Feb 03
Price target raised to US$40.78 Up from US$36.71, the current price target is an average from 14 analysts. The new target price is close to the current share price of US$42.40. Price Target Changed • Feb 02
Price target raised to US$39.24 Up from US$36.13, the current price target is an average from 14 analysts. The new target price is 7.3% below the current share price of US$42.35. Price Target Changed • Jan 18
Price target raised to US$36.09 Up from US$33.06, the current price target is an average from 14 analysts. The new target price is 20% below the current share price of US$45.05. Is New 90 Day High Low • Jan 16
New 90-day high: US$44.40 The company is up 89% from its price of US$23.50 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$56.52 per share. Announcement • Nov 13
TCS Group Holding plc Updates Earnings Guidance for the Fiscal Year 2020 TCS Group Holding PLC updated earnings guidance for the fiscal year 2020. For the period, The company expects net income to be at least RUB 42 billion (previously RUB 30 billion-35 billion). Announcement • Oct 01
Yandex N.V. (NasdaqGS:YNDX) entered into an agreement in principle to acquire TCS Group Holding PLC (LSE:TCS) from Guaranty Nominees Limitedand others for $5.4 billion. Yandex N.V. (NasdaqGS:YNDX) entered into an agreement in principle to acquire TCS Group Holding PLC (LSE:TCS) from Guaranty Nominees Limited and others for $5.4 billion on September 22, 2020. The purchase price would consist of cash and share consideration. Under the terms of the transaction, Yandex N.V. will pay $27.64 per TCS Group Holding PLC share. The final terms are subject to the satisfactory completion of due diligence and agreement on definitive documentation, including agreement regarding conditions to closing. The transaction would be subject to the approval of Yandex’s Class A shareholders and General Meeting of shareholders and Russia’s Federal Antimonopoly Service. Vladimir Blinov, Sergey Zyryaev, James Robinson and Jonty Edwards of J.P. Morgan acted as financial advisors to TCS Group Holding PLC. Morgan Stanley (NYSE:MS) acted as financial advisor to Yandex N.V. Is New 90 Day High Low • Sep 24
New 90-day high: US$27.60 The company is up 31% from its price of US$21.00 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Banks industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$24.02 per share. Announcement • Jul 18
TCS Group Holding PLC to Report Q2, 2020 Results on Aug 06, 2020 TCS Group Holding PLC announced that they will report Q2, 2020 results on Aug 06, 2020 
