Holy shit guys do you know what's going on in Russia

[Anonymous No.30372320]

This is not a drill. I had no clue that this was going on until I read up on it. You don't hear anything about this in Anglo media.

The big russian banking conglomerates are trying to destroy each other. Everyone is afraid of technological disruption, to they're trying to become the disruptors themselves.

https://www.fintechfutures.com/2021/01/vtb-deputy-chairman-discloses-exasperation-over-yandex-sber-and-tinkoff-competition/

For the VTB bank deputy chairman, these challenges are 'nightmares'

Everyone wants to create an ecosystem integrating search engines, banking, grocery delivery, whatever. Sberbank is dropping the 'bank' label altogether and wants to make 30% non-financial revenue in 3 years. Yandex, the google of Russia, will probably end up creating its own bank. Tinkoff has an ecosystem. VTB is terrified and rushing for an ecosystem.

Guys I think this is the real deal and all these companies (accept Yandex) are valued at 15 p/e bargain bin levels. Sber promises 17% a year ROE and is throwing billions and billions at buying everything in sight. Russians aren't clowns, they can do tech. Hell Sber has its own blockchain platform now (can't say how good it is though). If /biz/raelis figure out how to play this, the gains (even by FOMO) will be huge

[Anonymous No.30372774]

>>30372320
Might be a good breadcrumb, anon. That's why this thread will die with less than 10 replies while those who read it will hoard this knowledge for themselves (me included). How do I invest in russian stocks?

[Anonymous No.30372922]

>>30372320
have you seen any good russia etf? i dont want to throw money at singular companys where putins mood after luch decides if the ceo lives or dies.

[Anonymous No.30372932]

>>30372774
it will die because no one knows who will come out on top, and without any knowledge of Russia (including the language), it will be near impossible to do any meaningful research into it.

[Anonymous No.30372974]

>>30372320
Yandex, thé GRT of Russia

[Anonymous No.30373143]

>>30372774

Most russian stocks are listed on the london stock exchange.

>>30372932
I'm just going to ask russians which bank they prefer. But I don't think any one bank necessarily monopolizes the entire market. The point is more that these are now growth stocks but they're valued like value stocks. Imo Sber has the lead as it increased its market share even while Tinkoff rose to challenge it. While its strategy clips are goofy as fuck it has the lowest barriers to cross. It just has to push existing users into its ecosystem instead of attracting new ones.

>>30372922
Isn't that an exaggeration?

[Anonymous No.30373326]

>>30373143
>don't think any one bank necessarily monopolizes the entire market
Sberbank is the biggest and oldest

[Anonymous No.30373449]

why is sberbanks p/e ratio so low? its below 8 right now, despite having by far the largest marketshare out of all of those.

[Anonymous No.30373579]

This is actually a good post. Didn't know anything about this. As you said, they don't cover this in anglo media.

Thanks anon.

[Anonymous No.30373627]

>>30373449

Because this is Russia we're talking about.

>>30373326
>Sberbank is the biggest and oldest

I meant to say that this doesn't have to end with one bank destroying the competition. But it will end with these banks being much bigger, having gobbled up so much unrelated commerce.

[Anonymous No.30373640]

>>30373143
well yes but also no. you know he could do it and nobody would stand in his way. anyhow i see some problems for those banks. i doubt china will let them intrude to much in their own market and in asia the competition with chinese firms will be fierce. EU will keep close tabs and hit them with sanctions at first chance. then for eu and us markets there is the language barrier. i use a Tinkoff product and you can see that language is an issue. and for expansions into the us well im doubtfull of that as well. so they are imho limited to the cis nations and they are all poorfag nations. russians can do tech no doubt but they are no wizards. the best product will not do much good if there is no market for it.

[Anonymous No.30373703]

Bumpin because this is an interesting post and in sick of seeing the same shit over and over again. I just created an etrade account to buy Bayhorse silver a few weeks ago

[Anonymous No.30373800]

>>30373640
i dont think OP meant that these banks have any serious international potential, he just believes that they have a strong chance of being undervalued in russia's inner market.

[Anonymous No.30374132]

i think the possibility of you getting screwed over is high, but if you know someone or can otherwise guarantee trust then there is probably profit

[Anonymous No.30374141]

>>30373800

Exactly. Sber has a p/e of 8 with 6% dividend payout and these 'ecosystems' are no joke. They have working food delivery, grocery shopping, a streaming service with thousands of movies, healthcare and education. Even poorfag land Russia has some pie to pass around, and these banks want more of it.

[Anonymous No.30374271]

>>30374132
How often does this actually happen. If you held Russian divvie stocks over the last 20 years you would have made good money.

[Anonymous No.30374464]

>>30374141
oh, i know these systems are the real deal. i'm a russiafag myself. i just think that investing in anything thats not crypto right now is a ridiculous opportunity cost miscalculation. although if you have enough money to be able to diversify it, buying some stocks of these banks might not be a terrible idea.

[Anonymous No.30374505]

Most tech companies and young people are Europe / US wannabe.
But can't directly integrate western stuff on a national level because of geopolitics, this is further accented by the sanctions that pushes Russia to internalize everything.

Which technically is a good thing on the long term as it becomes independent of the West (and makes anglos seethe even more, after all the reason why Russia is painted as an enemy in the West is because it doesn't submit to the US like European cucks). This also means that Russia needs to develops its own ecosystem from scratch with Yandex on the Internet as the current leader. But that isolation also slows all kind of profits and development that comes from a full globohomo environment.

There's still quite a lot of remnants from the 90's that have been economically catastrophic for it with the biggest scar being huge levels of corruption and fraud. But that is slowly being purged year after year. (On the other hand, it allows to have the best system in existence : online deliveries paid by cash when you receive them.)

Imo, as long as Russia does not submit to the west and the whole progress that is happening is flushed down to the toilet, there is a lot of long term potential but limited to Russia alone and maybe China. Although you need to know how things works internally (or have trusted friends that do) or you will get screwed fast by some other fucker. And you still need to constantly control your investment or work being done there (in case of subcontractor stuff) on that plan its like China lite

[Anonymous No.30374770]

>>30372320
WWeeeeeeeeeee

[Anonymous No.30374860]

>>30372320
bump

[Anonymous No.30374881]

[Anonymous No.30375267]

>>30372320
gross go back to 2ch you bastard shill alphabet eater

[Anonymous No.30375555]

>>30374505

Thanks for the input. Do you have any suggestions for Tinkoff/Yandex/Sber investment? I'm a bit puzzled. Sber seems to be disliked online but it's only growing. Are the 'haters' just hip zoomers and milennials that hate it for being state-owned?

[Anonymous No.30375613]

[Anonymous No.30375657]

>>30374271
who knows? who controls the economy? at his say, you may drink from the same waters. the opposite of opportunity. not that i know anything about it

[Anonymous No.30375899]

>>30372320
Buump

[Anonymous No.30375916]

Tldr for drunkies

[Anonymous No.30375965]

>>30375916

Extremely ambitious expanding banking conglomerates in Russia have bargain bin valuations

[Anonymous No.30376113]

This type of structure could be a strategy against the corporate censorship problems in the US. Imagine if MC and VISA cut of Assange and he just affiliated with a different banking network.

[Anonymous No.30376178]

>>30372320
Inb4 putin robs them for $1 bn ala hussein

[Anonymous No.30376487]

>>30375613
honey pot or misguided
using women's sexuality to attractt people to something like what you're claiming is debased and a degenerate means. this is how leftists or other material brained individuals think.

[Anonymous No.30377084]

Bump

[Anonymous No.30377804]

bump for good conversation

[Anonymous No.30378068]

Bumperooni

[Anonymous No.30378324]

Yandex seems like a good bet, they’re pretty established and already have their fingers in a bunch of western pies.

[Anonymous No.30378666]

>>30375899
this some kind of waverider?