Duyuru • Aug 30
VK 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. Duyuru • Feb 02
VK Company Limited to Report Q4, 2022 Results on Mar 16, 2023 VK Company Limited announced that they will report Q4, 2022 results on Mar 16, 2023 Duyuru • Jan 29
VK 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. Duyuru • Jan 27
Megafon 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. Reported Earnings • May 01
First 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 26% growth forecast for the industry in Russia. Price Target Changed • Apr 27
Price target decreased to ₽1,573 Down from ₽2,235, the current price target is an average from 4 analysts. New target price is 264% above last closing price of ₽432. Stock is down 75% over the past year. The company posted a net loss per share of ₽68.59 last year. Board Change • Apr 27
Less than half of directors are independent There 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. Price Target Changed • Mar 30
Price target decreased to ₽1,635 Down from ₽2,235, the current price target is an average from 6 analysts. New target price is 192% above last closing price of ₽559. Stock is down 68% over the past year. The company posted a net loss per share of ₽68.59 last year. Price Target Changed • Mar 29
Price target decreased to ₽2,203 Down from ₽2,540, the current price target is an average from 6 analysts. New target price is 332% above last closing price of ₽510. Stock is down 71% over the past year. The company posted a net loss per share of ₽68.59 last year. Board Change • Mar 29
No independent directors There 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. Reported Earnings • Mar 05
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full 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 33% growth forecast for the industry in Russia. Buying Opportunity • Feb 24
Now 45% undervalued after recent price drop Over the last 90 days, the stock is down 79%. The fair value is estimated to be ₽455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% per annum over the last 3 years. Earnings per share has declined by 37% per annum over the last 3 years. Price Target Changed • Dec 16
Price target decreased to ₽2,352 Down from ₽2,540, the current price target is an average from 13 analysts. New target price is 140% above last closing price of ₽980. Stock is down 51% over the past year. The company is forecast to post a net loss per share of ₽35.09 next year compared to a net loss per share of ₽95.24 last year. Reported Earnings • Oct 29
Third 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). Reported Earnings • Jul 31
Second 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). Price Target Changed • Jul 16
Price target decreased to ₽2,564 Down from ₽2,810, the current price target is an average from 12 analysts. New target price is 62% above last closing price of ₽1,581. Stock is down 13% over the past year. Reported Earnings • May 01
First 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). Is New 90 Day High Low • Mar 06
New 90-day low: ₽1,900 The company is down 11% from its price of ₽2,146 on 04 December 2020. The Russian market is up 9.0% 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 ₽1,406 per share. Reported Earnings • Mar 05
Full 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). Analyst Estimate Surprise Post Earnings • Mar 05
Revenue beats expectations Revenue exceeded analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 28%, compared to a 48% growth forecast for the Interactive Media and Services industry in Russia. Is New 90 Day High Low • Jan 16
New 90-day low: ₽1,955 The company is down 15% from its price of ₽2,295 on 16 October 2020. The Russian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽1,496 per share. Is New 90 Day High Low • Dec 13
New 90-day low: ₽2,095 The company is down 2.0% from its price of ₽2,129 on 11 September 2020. The Russian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed 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 ₽1,362 per share. 