According to another source, a separate block of assets under the Yango brand may be formed; negotiations on the formation of this area are being conducted by Daniil Shuleiko, who currently heads the Yandex business group in the field of e-commerce and logistics services (Yandex.Market, Yandex.Taxi, Yandex.Food, Yandex.Lavka, etc.).
At the same time, Alexe cambodia cell phone number list i Kudrin, according to RBC sources, planned to leave the Accounts Chamber a week after the meeting with Putin, but the transition could drag on for two weeks or longer due to contradictions in the legislation concerning the appointment of the head of the chamber. Until the law on the Accounts Chamber is amended to include the appointment of the head of the agency by the Federation Council, no personnel changes will be made.
Sergey Suverov, an investment strategist at Aricapital, points out that it is still unclear from the company's announcement how the split will be technically structured, and the main essence of the scheme is the allocation of two assets aimed at different development options. "The core business will remain in the form of a taxi segment, a search engine, and delivery in Russia. This is a fairly profitable part of the asset with a stable financial flow, but due to the separation of the international part of cloud technologies, drones, etc., it will not have a "venture complement," Suverov reasons. "The listed areas are designed for the long term and are not yet profitable: the separation of such businesses deprives Yandex of long-term growth, but significantly reduces financial costs."
According to the results of the third quarter, Yandex NV's revenue amounted to 133 billion rubles, of which 41% came from search, geo-services, Yandex 360, Weather, Alice and other services, 21% from taxis, car sharing and scooters, 16% from e-commerce, 7% from Yandex.Delivery, Yandex.Food, Delivery Club and other services, 5% from Plus subscription and entertainment services.
According to FG Finam analyst Leonid Delitsyn, the division of Yandex "is necessary so that its different parts can move forward in accordance with the goals and values of the owners and without negative external pressure from those who can exert this pressure." He predicts that this will have a "weak" effect on the company's financial performance, since the separated assets were not a "significant source of revenue." "The foreign Yandex will turn into a set of Israeli startups that live a completely different life. If the founder attracts investors or uses his own resources, then these startups will be able to enjoy the freedom from thinking about financial performance for two or three years. But the Russian part of Yandex will have to think about financial performance, which will now, like a "hut on chicken legs," decisively turn its front to the forest of complex reality, in which revenue growth is currently achieved at the cost of losing marginality. But under the methodological guidance of one of the most experienced Russian financiers, the company will cope," Delitsyn concluded.
After the official announcement of the discussion of changes in the company's structure, Yandex quotes rose by 1.63%, to 2,153 rubles. But then the papers began to fall, which by the end of the day was 5%, to 2,023 rubles.