{"id":14285,"url":"\/distributions\/14285\/click?bit=1&hash=346f3dd5dee2d88930b559bfe049bf63f032c3f6597a81b363a99361cc92d37d","title":"\u0421\u0442\u0438\u043f\u0435\u043d\u0434\u0438\u044f, \u043a\u043e\u0442\u043e\u0440\u0443\u044e \u043c\u043e\u0436\u043d\u043e \u043f\u043e\u0442\u0440\u0430\u0442\u0438\u0442\u044c \u043d\u0430 \u043e\u0431\u0443\u0447\u0435\u043d\u0438\u0435 \u0438\u043b\u0438 \u043f\u0443\u0442\u0435\u0448\u0435\u0441\u0442\u0432\u0438\u044f","buttonText":"","imageUuid":""}

7 июл 2020 7.07.2020

Обзор VEON

Сейчас поверхностный обзор иностранной компании с корнями в России (Билайн). Акции торгуются в доллар.
Можно сказать, бизнес компании расположен в странах третьего мира: Алжир, Пакистан, Бангладеш, Украина, Казахстан, Узбекистан и другие.
На повестке продажа активов в Армении (что в ходит в прочие)

Причем Пакистан не плохо прибавляет. Даже Россию обогнали по количеству абонентов!

Хоть и количество абонентов растет, выручка в боковике, наверно из-за того, что национальные валюты девальвировались по отношению к доллару, прибыль не большая.

EBITDA стабильно, Рентабельность высокая!

Долг в боковике, почему-то не гасят!

Свободный денежный поток падает.

Мультипликаторы низкие для сектора! Р=3$ млрд или примерно 210₽ млрд что на много меньше МТС. Если сравнивать EV то МТС также дороже.

Хотя по абонентам мтс более чем в 2 раза меньше VEON. Надо подробнее изучить дочки VEON по отдельности!

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