https://sportsperspectives.com/2017/01/25/...investment-research.html ....QIWI PLC-ADR (NASDAQ:QIWI) last posted its quarterly earnings data on Tuesday, November 22nd. The company reported $0.33 earnings per share (EPS) for the quarter, topping the Thomson Reuters’ consensus estimate of $0.27 by $0.06. QIWI PLC-ADR had a return on equity of 20.46% and a net margin of 21.93%. The company had revenue of $42.10 million for the quarter, compared to analysts’ expectations of $40.50 million. During the same period in the previous year, the firm posted $18.74 EPS. QIWI PLC-ADR’s revenue was up 5.3% compared to the same quarter last year. On average, analysts forecast that QIWI PLC-ADR will post $1.24 earnings per share for the current year.. A number of large investors have recently bought and sold shares of QIWI. State Street Corp raised its position in QIWI PLC-ADR by 0.9% in the second quarter. State Street Corp now owns 40,549 shares of the company’s stock .... Panagora Asset Management Inc. acquired a new position i..."
" Wall Street is predicting that QIWI plc (NASDAQ:QIWI)’s earnings per share (EPS) will be $0.2 when the firm is expected to announce earnings around 2017-03-21. Zacks Research, a leading equity research firm for over 30 years, provides the consensus number. .... Individual investors and sell-side analysts will want to see how the actual numbers play out compared to their estimates. A sizeable “surprise factor” can lead to a large change in the stock’s price during the time immediately following the initial report. .."
Fourth Quarter 2016 Operating and Financial Highlights
Total Adjusted Net Revenue increased 6% to RUB 2,821 million ($46.5 million) Adjusted EBITDA increased 4% to RUB 1,260 million ($20.8 million) Adjusted Net Profit increased 9% to RUB 940 million ($15.5 million), or RUB 15.43 per diluted share Total payment volume decreased 1% to RUB 231.1 billion ($3.8 billion) Full-Year 2016 Operating and Financial Highlights
Total Adjusted Net Revenue increased 4% to RUB 10,611 million ($174.9 million) Adjusted EBITDA increased 7% to RUB 6,035 million ($99.5 million) Adjusted Net Profit increased 14% to RUB 4,714 million ($77.7 million), or RUB 77.73 per diluted share Total payment volume decreased 2% to RUB 847.0 billion ($14.0 billion) Visa QIWI Wallet active accounts increased 7% to 17.2 million
QIWI’s stock price increased by over 56% since March 2016 and reached above our price target.
QIWI’s money remittance segment continued to grow at an astonishing rate and it may help the company to maintain its growth momentum.
Four consecutive quarterly revenue growth has set the management to issue a guidance upgrade in the near future, which would likely have a bullish effect on the stock.
Since QIWI’s stock is trading near its current price target, we recommend that investors take caution in increasing their exposure.
"...During the quarter ended on June 30, 2017, QIWI's revenues increased to $81.1 million from $68.7 million recorded at the end of Q2 FY16. Meanwhile, the Company's total adjusted revenue was $49.7 million in Q2 FY17, up from $40.8 million in Q2 FY16. Total adjusted revenue for the reported quarter topped market forecast of $49.66 million. Furthermore, the total average adjusted net revenue yield was 1.36% in Q2 FY17, rising 8 bps from 1.28% in the prior year's comparable quarter.
The next generation payment services reported net profit of $18.2 million, or $0.30 per diluted share in Q2 FY17, up from $14.5 million, or $0.24 per diluted share in Q2 FY16. Meanwhile, the Company reported adjusted net profit of $18.3 million, or $0.30 per diluted share, for Q2 FY17 compared to $19.8 million, or $0.33 per diluted share, in the previous year's corresponding quarter. Meanwhile, Wall Street had expected the Company to report adjusted net profit of $0.26 per diluted share.
Operational Metrics
For the reported quarter, the Company's cost of revenue was $37.5 million, up from $32.6 million in the prior year's same quarter. The Company's selling, general, and administrative expenses (SG&A) also increased to $21 million in Q2 FY17 from $11 million in the year ago comparable quarter. Moreover, the Company reported profit from operations of $19 million during Q2 FY17 compared $23 million in Q2 FY16. Meanwhile, the Company's adjusted EBITDA stood at $49.0 million, or 49.6% of adjusted revenues, for Q2 FY17 compared to adjusted EBITDA of $25.5 million, or 62.6% of adjusted revenues, in Q2 FY16......."
Nicht mehr investiert? Auch sonst hat niemand den Wert im Visier? Aus meiner Sicht noch erhebliches Potenzial hier. Wenn das mit den adr's nicht wäre. Habe meinen Bestand hervorragender Russenwerte nur deswegen runtergefahren. Die adr's sind Papiere einer US Bank. Da kann alles passieren auch wenn es unmöglich scheint. Ohne diesen ganzen politischen Irrsinn der Westen gegen Russland wären Russenaktien bei mir sonst erste Wahl
Bin seit heute neu bei qiwi dabei. Scheint mir wirklich eine sehrgünstige variante eines fintechs zu sein. Sieht irgendwie fundamental viel zu preiswert aus, und hoffentlich wenig korreliert mit anderen tech-wetten z.b. us china.
Die russische Wirecard wird liefern. Die Kursentwicklung kann hier ebenfalls noch wie bei Wirecard weitergehen. Ggf sieht man hier auch mal 100 E und mehr. Nur Geduld muss man mitbringen.
müsste demnächst auch mal einen neuen CFO präsentieren nachdem der bisherige nach 3 Monaten wieder weg ist. Vermutlich gefeuert, wenn er so kurzfr. das Handtuch wirft. Wenn CFO's wechseln das ist eigtl. kein gutes Zeichen aber vllt war der einfach unfähig. Was man bei Russenfirmen aber auch nicht ausschliessen kann - durch den Sanktionsirrsinn besteht ggf für Manager russ. Unternehmen die Gefahr, dass sie selbst sanktioniert werden. Und wer will das schon. Einen fähigen neuen zu finden ist daher sicher schwierig
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