{"id":14291,"url":"\/distributions\/14291\/click?bit=1&hash=257d5375fbb462be671b713a7a4184bd5d4f9c6ce46e0d204104db0e88eadadd","title":"\u0420\u0435\u043a\u043b\u0430\u043c\u0430 \u043d\u0430 Ozon \u0434\u043b\u044f \u0442\u0435\u0445, \u043a\u0442\u043e \u043d\u0438\u0447\u0435\u0433\u043e \u0442\u0430\u043c \u043d\u0435 \u043f\u0440\u043e\u0434\u0430\u0451\u0442","buttonText":"","imageUuid":""}

INVEST KITCHEN / ИНВЕСТИЦИИ

25 апр в 10:15 25 апр

Отчет Ozon: Рост продолжается

Ozon $OZON опубликовал финансовые результаты по МСФО за I квартал 2024 г.

- GMV: 570,2 млрд руб. (+88% год к году (г/г))

- Выручка: 122,9 млрд руб. (+32% г/г)

- Скорректированная EBITDA: 9,3 млрд руб. (+16% г/г)

- Чистый убыток: -13,2 млрд руб. (10,7 млрд руб. прибыли годом ранее)

Бизнес Ozon продолжает динамично развиваться. Кол-во активных покупателей растёт, как и оборот. Также наращиваются инвестиции в разные направления.

За год рост котировок больше 120%. Конечно, хотелось бы увидеть коррекцию в акциях, чтобы начать снова формировать в них позицию, но пока нет ничего подобного.

Небольшая доля в акциях Озон по прежнему остается в портфеле "Акции Роста" в плюсе на 68%.

'Не является инвестиционной рекомендацией

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