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Ozon Holdings PLC (OZON)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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11.600.00 (0.00%)
At close: 05:00PM EDT
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  • D
    Dmitry
    Sorry, I use Google Translate .
    I'm from Moscow and I believe in Ozone. OZON is a very popular company in Russia . Go to their website they sell everything, with home delivery, it is very convenient. They have free delivery to the pick-up point. And pick-up points all over the country. I see their delivery cars every day. Now, because of covi-19, many people are sitting at home and shopping on OZON. The company also began to engage in insurance and ticket sales. I believe in this company because it has been operating since February 9, 1998 and is developing rapidly.
    Bullish
  • P
    PaulB
    Stock Picks, Stock Market Investing
    seekingalpha.com
    Bullish
  • B
    Brotie
    300.00 in 2/3 years
  • p
    pope
    First Quarter 2021 Financial Results Highlights
    • Number of orders increased to 34.1 million growing by 161% year-on-year, compared to
    13.1 million orders delivered in Q1 2020.
    • GMV incl. services increased to RUB 74.2 billion, with growth reaching 135% year-onyear, compared to RUB 31.6 billion in Q1 2020.
    • Share of Marketplace reached 58.4% as percentage of GMV incl. services, compared to
    32.6% in Q1 2020.
    • Adjusted EBITDA was negative RUB 4.9 billion, which is comparable to negative RUB
    4.5 billion in Q1 2020, with Adjusted EBITDA as percentage of GMV incl. services
    improving to negative 6.5% from negative 14.2% in Q1 2020.
  • 🌍 Ryan
    OZON just announced ready-to-eat food delivery service ... 📈
    Bullish
  • P
    PaulB
    AliExpress is losing market share because of the long delivery time for orders from China. Ozon offers next-day delivery to 40% of the population. Ozon was the 12th largest IPO of 2020 raising $990 mil. Ozon and Wildberries are competing for first place.
    Bullish
  • r
    richris
    Just bought 500 shares...looks like OZON is getting some interest. Anybody know why it's beginning to run?
  • V
    VK
    Looking at panic happened with BILL and some other users caused by lack of the information I decided to share with you some of the information I have on OZON. If you have any additional questions you can PM me or leave the questions in forum.

    1. IPO allocation was very low:

    ~15-18% (1 broker 40% with low money investors) average between private investors.
    ~2% between hedge funds.

    From the one side because of very high interest between investors from the other side to increase stock liquidity.

    If you look at 1 min chart for yesterday and the previous weeks you can see that there are lots of 1-5 mln orders from time to time. It means that funds is still continuing to increase their positions in the stock. While private investors are selling it scared by lack of the information for now.

    The first business day in Russia in 2021 is January 11.

    2. OZON has 2 major stakeholders:

    AFK Sistema (https://sistema.com/ ) which is pure Russian holding.
    BVCP (http://www.baring-vostok.com/ ) which is led by American resident. They concentrated on investment in Russia and CIS market.

    3. Last year Sistema presented their results on April 7 (https://sistema.com/investors-and-shareholders/financial ). Usually all of it subsidiaries presenting their results earlier.

    Sistema was awarded as the most clear information disclosure company for the last year. Usually all it subsidiaries has also quite clear information disclosure practices. Hope the same will be with OZON.

    Quite long post but hope it will help you :).
    Bullish
  • R
    Ruslan
    Full 2020FY Results: Number of orders increased to 73.9 million growing by 132% year-on-year, compared to 31.8 million orders delivered in the Full-Year 2019.
    GMV incl. services increased to RUB 197.4 billion with growth accelerating to 144% year-on-year, compared to RUB 80.8 billion in Full-Year 2019.
  • p
    pope
    Third Quarter 2021 Financial and Operating Highlights
    • Gross merchandise value (GMV) incl. services increased to RUB 108.3 billion, compared
    to RUB 44.2 billion in Q3 2020, with growth materially accelerating to 145% year-on-year
    in Q3 2021 from 94% year-on-year in Q2 2021, and a notable 22% quarter-on-quarter
    growth.
    • Number of orders grew by a record 239% year-on-year to 56.2 million delivered in Q3
    2021 from 16.6 million orders in Q3 2020. Ozon achieved a record high order growth in
    Q3 2021, on the back of a marked improvement in the cohort performance with a 50%
    higher order frequency, as well as an extremely strong growth in its customer base yearon-year. The number of orders increased by an impressive 37% quarter-on-quarter. As
    continuously improving cohorts augment order growth operating costs per order decline,
    leading to better unit economics.

    Based on the recent performance and current outlook:
    • Ozon raises its growth guidance for the Company’s GMV incl. services to 120% from
    110% for Full-Year 2021, compared to Full-Year 2020.
    • Ozon reiterates its capital expenditure plans of between RUB 20 billion to RUB 25 billion
    for the Full-Year 2021.
    Bullish
  • P
    PaulB
    Welcome to the party Zip Traders
    https://www.youtube.com/watch?v=E0B1il87jgo
    Bullish
  • P
    PaulB
    This is probably the last time you will see this under $50.
    Bullish
  • P
    PaulB
    OZON will be added to the MOEX and the dollar-traded RTS indexes tomorrow, 12/18.
    Bullish
  • O
    Orab
    Long @ $45
    Bullish
  • D
    Dimitri
    I have used Ozone before. To be honest, I always received my orders in time and without the hustle, so from the customers' perspective, it was a good experience. Bought some today, we shall see how this goes.
  • C
    C
    I know that Ozon and Wildberries are supposedly competing to become known as the leading ecommerce platform in Russia, but personally, I classify Wildberries as more of an ecommerce platform with a strong focus on women's clothing and accessories rather than a multi-category, full service ecommerce platform. Wildberries has diversified their offerings over the years, but their branding and overall feel of the site still gives me a women's clothing vibe. This is one of the reasons why I believe Ozon will eventually take market share and become ecommerce leader in the country. Of course, this is just my opinion.
  • P
    PaulB
    Now we're cooking with gas. Up on larger volume. The word must be getting out. Just wait until mainstream media starts buzzing or the company releases some good news.
    Bullish
  • j
    jung
    The news indicated OZON's 9 months revenue was 865 million in Russian currency? Does it equate to 12 million US dollar? It can't be...right?
    At $40 its market valuation is 13 billion US dollar.
    Anybody have any idea?
  • U
    UshaR
    HHR has $9 Billion Debt no cash. They are very happy to go to delist or Bankruptcy
  • M
    Manuel
    Russian juggernaut
    Bullish
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