🌐 Актуализация оценки: ТМТ – ограниченный потенциал роста после ралли
• В 1К24 акции российских «техов» продолжили расти в цене на фоне раскрытия в основном высоких операционных показателей, что отражает открывшиеся для сектора с уходом глобальных игроков перспективы.
• В свете сильного роста котировок мы видим возможности роста лишь в бумагах некоторых технологических компаний.
• Понижаем рейтинг до уровня «Продавать» по бумагам Yandex, которые в преддверии реструктуризации подорожали с начала года на 69%, и Ozon (+38% с начала года).
• Ранее нами был понижен до уровня «Держать» рейтинг по акциям Cian (+59% г/г с начала года).
• По-прежнему нейтрально мы оцениваем ВК. Вместе с тем мы отмечаем потенциал роста в некоторых акциях, в частности Софтлайн, благодаря как цифровизации, так и переориентации спроса на отечественные решения.
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