Ozon Holdings: Healthy Q2 Growth But Slower-Than-Expected Path To Profitability
Number of orders reached 40.9 mln (up 180% YoY). GMV reached RUB 89 bln (up 94% YoY). Adj EBITDA was RUB – 9.1 bln equal to 10.3% of GMV, compared...
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Why Emerging Marketplaces MercadoLibre, Ozon, And Sea Limited Will Continue Creating Value Long Term
We are extremely positive on MercadoLibre and Ozon. Sea Limited is also one of our top stocks even though we think valuation is stretched. Growth...
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Ozon Holdings: Investment Thesis Confirmed After Q1 Results
The number of orders reached 34.1 million (up 161% YoY); GMV reached RUB 74.2 bln (up 135% YoY); Adjusted EBITDA was RUB - 4.9 bln, equal to 6.5%...
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Ozon Holdings: A Gem Of The Russian E-Commerce Industry
Ozon Holdings is an e-commerce platform operating in Russia that offers the broadest multi-category product selections. The company is scaling up...
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