{"id":14286,"url":"\/distributions\/14286\/click?bit=1&hash=d1e315456c2550b969eff5276b8894057db7c9f3635d69a38d108a0d3b909097","title":"\u041f\u043e\u0440\u0430\u0431\u043e\u0442\u0430\u0442\u044c \u043d\u0430\u0434 \u043a\u0440\u0443\u043f\u043d\u0435\u0439\u0448\u0438\u043c\u0438 \u0418\u0422-\u043f\u0440\u043e\u0435\u043a\u0442\u0430\u043c\u0438 \u0441\u0442\u0440\u0430\u043d\u044b","buttonText":"","imageUuid":""}

INVEST KITCHEN / ИНВЕСТИЦИИ

26 апр в 11:25 26 апр

Отчет компании Самолет: Мнение

Самолет $SMLT опубликовал ключевые операционные показатели за I квартал 2024 г.

- Объем продаж первичной недвижимости вырос на 75% и составил 75,2 млрд руб. (348,8 тыс. кв. м) по сравнению с 42,9 млрд руб. (242,0 тыс. кв. м) за I квартал 2023 г.

- Общее количество заключенных контрактов выросло на 43% и составило 10,1 тыс.

- Доля контрактов, заключенных с участием ипотечных средств, составила 70%.

- Средняя цена за квадратный метр за I квартал 2024 г. составила 215,6 тыс. руб., увеличившись на 25% по сравнению со 172,0 тыс. руб. за аналогичный период прошлого года.

Самолет продолжает активно расти и развиваться. Взгляд на компанию крайне позитивный. Доля в портфеле 3.2% средняя цена покупки 3620Р (+4.5%)

В перспективе жду бумаги значительно выше текущих отметок, как минимум 4400Р (+16%) И ждем конечно же новостей про IPO Самолет Плюс.

'Не является инвестиционной рекомендацией

48 показов

11 открытий

0

Комментарии

Написать комментарий...

-3 комментариев

Раскрывать всегда

[{"id":1,"label":"Header, 100%x250: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfl"}},"distribution":"top-desktop"},{"id":2,"label":"Header, 1200x400\/600: M","provider":"adfox","adaptive":["phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfn"}},"distribution":"top-mobile"},{"id":4,"label":"Article Branding top","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"cfovx","p2":"glug"}}},{"id":5,"label":"300x600: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfk"}},"distribution":"right-sidebar"},{"id":6,"label":"Above the Comments: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"h","ps":"bugf","p2":"ffyh"}},"distribution":"before-comments-desktop","analytics":"AdfoxRecount \u2014 1020 \u2014 Show"},{"id":7,"label":"Above the Comments: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"bwkpg","p2":"fjxb"}},"distribution":"before-comments-mobile"},{"id":12,"label":"Topbar button: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"bscsh","p2":"fdhx"}}},{"id":13,"label":"In Article: M","provider":"adfox","adaptive":["phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"h","ps":"bugf","p2":"flvn"}},"analytics":"AdfoxRecount \u2014 300 \u2014 Show"},{"id":15,"label":"In-Feed Teaser: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"byudx","p2":"ftjf"}}},{"id":16,"label":"Topbar button: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"byzqf","p2":"ftwx"}}},{"id":17,"label":"Stratum: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fzvb"}}},{"id":18,"label":"Stratum: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fzvc"}}},{"id":19,"label":"Under the News Teaser: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"p1":"cbltd","p2":"gazs"}}},{"id":20,"label":"Leftbar button: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"cgxmr","p2":"gnwc"}}},{"id":21,"label":"Header Microteaser: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"gtjk"}}},{"id":23,"label":"In Article: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"hiig"}}},{"id":26,"label":"For test: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbj"}}},{"id":27,"label":"For test: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbn"}}},{"id":28,"label":"For test: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbo"}}},{"id":31,"label":"300x600 screen 2: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fizc"}}}]